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WisdomTree Floating Rate Treasury Fund (USFR) Institutional Ownership

WisdomTree Floating Rate Treasury Fund logo
$50.47 +0.02 (+0.04%)
Closing price 05/23/2025 04:10 PM Eastern
Extended Trading
$50.48 +0.01 (+0.01%)
As of 05/23/2025 07:58 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for WisdomTree Floating Rate Treasury Fund (NYSEARCA:USFR)

Number of
Institutional Buyers
(last 12 months)
478
Total
Institutional Inflows
(last 12 months)
$4.40B
Number of
Institutional Sellers
(last 12 months)
320
Total
Institutional Outflows
(last 12 months)
$2.39B
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USFR Institutional Buying and Selling by Quarter

WisdomTree Floating Rate Treasury Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Geneos Wealth Management Inc.221,331$11.14M0.4%+19.1%0.059%
5/20/2025 Blue Rock Wealth Management LLC18,922$952K0.8%-9.9%0.005%
5/20/2025 Fortis Capital Advisors LLC20,543$1.03M0.2%+4.4%0.005%
5/20/2025 Belpointe Asset Management LLC115,894$5.83M0.3%+377.3%0.031%
5/20/2025 Integrity Alliance LLC.751,309$37.81M1.5%N/A0.201%
5/20/2025 Chokshi & Queen Wealth Advisors Inc8,628$434K0.3%+34.2%0.002%
5/19/2025 Jane Street Group LLC4,896$246K0.0%-97.3%0.001%
5/16/2025 Prostatis Group LLC5,950$299K0.1%N/A0.002%
5/16/2025 Signature Estate & Investment Advisors LLC31,487$1.59M0.0%-3.5%0.008%
5/16/2025 Ashton Thomas Private Wealth LLC3,993$201K0.0%N/A0.001%
5/16/2025 Legacy Wealth Managment LLC ID2,897$146K0.1%+229.2%0.001%
5/16/2025 Uniplan Investment Counsel Inc.395,966$19.93M1.9%+13.5%0.106%
5/16/2025 NewEdge Advisors LLC171,725$8.64M0.1%+128.6%0.046%
5/16/2025 Millennium Management LLC159,916$8.05M0.0%-33.6%0.043%
5/16/2025 Integrated Wealth Concepts LLC197,185$9.92M0.1%+13.3%0.053%
5/16/2025 Curi RMB Capital LLC7,133$359K0.0%-30.2%0.002%
5/16/2025 AQR Capital Management LLC11,987$603K0.0%N/A0.003%
5/16/2025 AlTi Global Inc.202,853$10.21M0.3%+50.7%0.054%
5/15/2025 EP Wealth Advisors LLC27,235$1.37M0.0%-9.6%0.007%
5/15/2025 Royal Bank of Canada3,341,912$168.20M0.0%+3.8%0.893%
5/15/2025 MAI Capital Management251,687$12.67M0.1%-8.7%0.067%
5/15/2025 Calton & Associates Inc.273,240$13.75M3.1%+143.1%0.073%
5/15/2025 Baird Financial Group Inc.66,274$3.34M0.0%-15.1%0.018%
5/15/2025 Activest Wealth Management138,851$6.99M1.9%-3.9%0.037%
5/15/2025 Palo Alto Wealth Advisors LLC117,326$5.91M2.4%-26.2%0.031%
5/15/2025 TD Capital Management LLC245,996$12.38M1.3%-9.6%0.066%
5/14/2025 Transamerica Financial Advisors LLC50,685$2.55M0.3%+12.3%0.014%
5/14/2025 CreativeOne Wealth LLC105,948$5.33M0.2%+10.4%0.028%
5/14/2025 WCG Wealth Advisors LLC148,779$7.49M0.6%+17.3%0.040%
5/14/2025 Luminist Capital LLC1,797$90K0.1%+239.1%0.000%
5/14/2025 Apexium Financial LP300,569$15.13M0.9%+189.8%0.080%
5/14/2025 Kayne Anderson Rudnick Investment Management LLC443,379$22.32M0.1%+11.0%0.118%
5/14/2025 Comerica Bank54,728$2.75M0.0%-22.1%0.015%
5/14/2025 Napa Wealth Management30,607$1.54M0.9%-9.3%0.008%
5/14/2025 Smartleaf Asset Management LLC34,768$1.75M0.2%-24.9%0.009%
5/14/2025 Northwestern Mutual Wealth Management Co.114,174$5.75M0.0%+162.8%0.031%
5/14/2025 Sax Wealth Advisors LLC22,901$1.15M0.1%+185.3%0.006%
5/14/2025 Kestra Advisory Services LLC839,160$42.24M0.2%-35.3%0.224%
5/14/2025 Compound Planning Inc.9,293$468K0.0%+15.7%0.002%
5/14/2025 Barnes Wealth Management Group Inc8,498$428K0.3%+7.3%0.002%
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5/14/2025 Ameriprise Financial Inc.4,377,432$219.89M0.1%+16.2%1.170%
5/14/2025 Summit Financial LLC277,763$13.98M0.4%+0.1%0.074%
5/14/2025 United Asset Strategies Inc.344,028$17.32M1.6%-15.9%0.092%
5/14/2025 Flow Traders U.S. LLC7,441$375K0.0%-48.7%0.002%
5/14/2025 Capital Analysts LLC660,942$33.27M1.2%-14.0%0.177%
5/14/2025 Level Four Advisory Services LLC633,885$31.90M1.3%+0.5%0.169%
5/14/2025 Vertex Planning Partners LLC632,240$31.82M6.9%+7.1%0.169%
5/14/2025 ZEGA Investments LLC6,166$310K0.0%+21.5%0.002%
5/14/2025 JT Stratford LLC62,199$3.13M0.6%+43.8%0.017%
5/14/2025 Andina Capital Management LLC139,490$7.02M5.0%+178.9%0.037%
5/14/2025 Blue Investment Partners LLC274,782$13.83M5.2%+10.5%0.073%
5/14/2025 Disciplina Capital Management LLC724,448$36.46M5.3%+36.6%0.194%
5/13/2025 Aptus Capital Advisors LLC306,611$15.43M0.2%+0.8%0.082%
5/13/2025 Global View Capital Management LLC994,931$50.08M18.2%+136.1%0.266%
5/13/2025 17 Capital Partners LLC14,716$741K0.5%+20.7%0.004%
5/13/2025 Cambiar Investors LLC175,249$8.82M0.4%+3.1%0.047%
5/13/2025 Steward Partners Investment Advisory LLC653,611$32.90M0.3%+7.6%0.175%
5/13/2025 Raymond James Financial Inc.6,364,168$320.31M0.1%+11.5%1.700%
5/13/2025 Eaton Financial Holdings Company LLC291,383$14.67M6.1%+728.1%0.078%
5/13/2025 Cresset Asset Management LLC48,581$2.45M0.0%-10.1%0.013%
5/13/2025 LWM Advisory Services LLC82,292$4.14M2.9%+158.1%0.022%
5/13/2025 Watchman Group Inc.18,379$925K0.3%+357.9%0.005%
5/13/2025 Kovitz Investment Group Partners LLC80,503$4.05M0.0%-5.3%0.022%
5/13/2025 Heck Capital Advisors LLC7,941$400K0.0%-96.4%0.002%
5/13/2025 WESCAP Management Group Inc.38,667$1.95M0.5%+11.7%0.010%
5/13/2025 Prudential PLC4,000$201K0.0%N/A0.001%
5/13/2025 HighTower Advisors LLC2,357,417$118.65M0.2%-8.3%0.630%
5/13/2025 Core Wealth Partners LLC23,884$1.20M0.7%-12.5%0.006%
5/12/2025 Capital Planning Advisors LLC1,023,598$51.52M8.0%+9.5%0.273%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors23,191$1.17M0.1%+69.5%0.006%
5/12/2025 Cobblestone Capital Advisors LLC NY48,352$2.43M0.1%+22.4%0.013%
5/12/2025 Robinson Smith Wealth Advisors LLC14,409$725K0.6%-8.8%0.004%
5/12/2025 Atlas Capital Advisors Inc.4,268$215K0.0%+76.3%0.001%
5/12/2025 Berger Financial Group Inc15,869$799K0.1%-24.4%0.004%
5/12/2025 Manhattan West Asset Management LLC62,800$3.16M0.8%+8.0%0.017%
5/12/2025 JPMorgan Chase & Co.20,836,368$1.05B0.1%+108.3%5.567%
5/12/2025 Townsquare Capital LLC114,449$5.76M0.1%+19.1%0.031%
5/12/2025 Founders Financial Alliance LLC31,271$1.57M0.4%+21.0%0.008%
5/12/2025 Everett Harris & Co. CA18,900$951K0.0%-17.8%0.005%
5/12/2025 Bristlecone Advisors LLC508,609$25.60M2.1%+3.4%0.136%
5/12/2025 National Bank of Canada FI52,740$2.65M0.0%+88.2%0.014%
5/12/2025 LaSalle St. Investment Advisors LLC16,774$844K0.2%+56.3%0.004%
5/12/2025 Evernest Financial Advisors LLC98,810$4.97M1.8%+2.1%0.026%
5/9/2025 WealthShield Partners LLC43,937$2.21M0.3%-1.9%0.012%
5/9/2025 Wealthspire Advisors LLC1,516,924$76.35M0.5%+8.0%0.411%
5/9/2025 Atria Wealth Solutions Inc.380,317$19.14M0.2%+98.0%0.103%
5/9/2025 Encompass More Asset Management284,166$14.30M4.3%-52.6%0.077%
5/9/2025 Cary Street Partners Financial LLC343,368$17.28M0.5%+8.7%0.093%
5/9/2025 Advyzon Investment Management LLC34,737$1.75M0.7%-8.9%0.009%
5/9/2025 Middleton & Co. Inc. MA58,805$2.96M0.3%+14.2%0.016%
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5/9/2025 Kickstand Ventures LLC.4,126$208K0.1%-29.9%0.001%
5/9/2025 IPG Investment Advisors LLC9,950$501K0.1%-28.6%0.003%
5/9/2025 Bravias Capital Group LLC39,659$2.00M1.6%+7.0%0.011%
5/9/2025 Commonwealth Equity Services LLC1,263,956$63.62M0.1%+45.2%0.342%
5/9/2025 Haven Private LLC79,725$4.01M2.3%N/A0.022%
5/9/2025 Blair William & Co. IL1,016,801$51.18M0.2%+3.6%0.275%
5/9/2025 Avalon Trust Co3,900$196K0.0%N/A0.001%
5/9/2025 Banco Santander S.A.70,155$3.53M0.0%-47.2%0.019%
5/9/2025 PNC Financial Services Group Inc.28,542$1.44M0.0%N/A0.008%
5/8/2025 IFG Advisory LLC155,105$7.81M0.4%+5.4%0.042%
(Data available from 1/1/2016 forward)

USFR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USFR shares?

During the previous two years, 724 institutional investors and hedge funds held shares of WisdomTree Floating Rate Treasury Fund. The most heavily invested institutionals were Summit Trail Advisors LLC ($1.38B), Morgan Stanley ($1.08B), JPMorgan Chase & Co. ($1.05B), Bank of America Corp DE ($750.77M), LPL Financial LLC ($643.94M), UBS Group AG ($400.71M), and Raymond James Financial Inc. ($320.31M).Learn more on USFR's institutional investors.

Which institutional investors have been buying WisdomTree Floating Rate Treasury Fund stock?

Of the 649 institutional investors that purchased WisdomTree Floating Rate Treasury Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($30.76M), Summit Trail Advisors LLC ($14.92M), Portside Wealth Group LLC ($7.44M), BIP Wealth LLC ($7.32M), Raymond James Financial Inc. ($6.36M), Serenus Wealth Advisors LLC ($5.60M), and Osaic Holdings Inc. ($4.17M).

How much institutional buying is happening at WisdomTree Floating Rate Treasury Fund?

Institutional investors have bought a total of 176,665,507 shares in the last 24 months. This purchase volume represents approximately $8.89B in transactions.

Which WisdomTree Floating Rate Treasury Fund major shareholders have been selling company stock?

Of the 441 institutional investors that sold WisdomTree Floating Rate Treasury Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($9.52M), Summit Trail Advisors LLC ($9.22M), Annex Advisory Services LLC ($3.50M), Venturi Wealth Management LLC ($3.02M), Signature Estate & Investment Advisors LLC ($2.51M), Richard Bernstein Advisors LLC ($2.24M), and Osaic Holdings Inc. ($2.23M).

How much institutional selling is happening at WisdomTree Floating Rate Treasury Fund?

Institutional investors have sold a total of 84,427,032 shares in the last 24 months. This volume of shares sold represents approximately $4.25B in transactions.



This page (NYSEARCA:USFR) was last updated on 5/25/2025 by MarketBeat.com Staff
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