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WisdomTree Floating Rate Treasury Fund (USFR) Institutional Ownership

WisdomTree Floating Rate Treasury Fund logo
$50.42 -0.01 (-0.01%)
As of 12:52 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree Floating Rate Treasury Fund (NYSEARCA:USFR)

Number of
Institutional Buyers
(last 12 months)
473
Total
Institutional Inflows
(last 12 months)
$3.35B
Number of
Institutional Sellers
(last 12 months)
367
Total
Institutional Outflows
(last 12 months)
$4.02B
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USFR Institutional Buying and Selling by Quarter

WisdomTree Floating Rate Treasury Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2026Lido Advisors LLC894,474$45.03M0.1%-18.2%0.265%
5/13/2026Cetera Investment Advisers1,708,823$86.02M0.1%-22.1%0.506%
5/13/2026Prestige Wealth Management Group LLC19,518$983K0.2%+89.0%0.006%
5/13/2026NewEdge Wealth LLC7,632,376$384.21M4.6%-8.4%2.262%
5/13/2026Acumen Wealth Advisors LLC20,549$1.03M0.3%-70.0%0.006%
5/8/2026 PNC Financial Services Group Inc.1,522$77K0.0%N/A0.000%
5/8/2026 Alpha Zero LLC48,615$2.45M1.2%-87.8%0.014%
5/7/2026 Florida Financial Advisors LLC7,744$390K0.1%+3.6%0.002%
5/7/2026 Earned Wealth Advisors LLC4,170$210K0.0%N/A0.001%
5/7/2026 Hollencrest Capital Management546,971$27.54M1.0%+5,263.5%0.162%
5/7/2026 Continuum Wealth Advisors LLC23,068$1.16M0.5%-0.9%0.007%
5/7/2026 Lowe Brockenbrough & Co. Inc.4,885$246K0.0%-50.1%0.001%
5/7/2026 Regimen Wealth LLC293,886$14.79M4.3%-31.4%0.087%
5/6/2026 GatePass Capital LLC73,000$3.68M1.7%-4.0%0.022%
5/6/2026 Euro Pacific Asset Management LLC46,266$2.33M0.2%+402.5%0.014%
5/6/2026 MTM Investment Management LLC7,030$354K0.1%-5.8%0.002%
5/6/2026 Centennial Bank AR 84,888$4.27M1.5%+514.1%0.025%
5/6/2026 Frontier Asset Management LLC5,473$276K0.1%-15.2%0.002%
5/6/2026 Assetmark Inc.623,069$31.37M0.1%+2.0%0.185%
5/6/2026 Independent Financial Group LLC59,402$2.99M0.1%N/A0.018%
5/6/2026 Smart Money Group LLC56,732$2.86M0.8%-10.9%0.017%
5/5/2026 Quartz Partners LLC17,068$859K0.3%-33.3%0.005%
5/5/2026 Wealthfront Advisers LLC135,765$6.83M0.0%+37.5%0.040%
5/5/2026 D.A. Davidson & CO.128,831$6.49M0.0%-0.2%0.038%
5/5/2026 Bank of New York Mellon Corp1,171,030$58.95M0.0%+35.5%0.347%
5/5/2026 Milestone Investment Advisors LLC207,782$10.46M2.5%-0.3%0.062%
5/5/2026 SKY Mountain Capital Management Inc.1,272,541$64.06M46.0%+2.4%0.377%
5/5/2026 Collaborative Wealth Managment Inc.26,830$1.35M0.6%-65.4%0.008%
5/5/2026 Geneos Wealth Management Inc.85,178$4.29M0.1%-31.0%0.025%
5/5/2026 Ethos Financial Group LLC61,793$3.11M0.2%-29.0%0.018%
5/5/2026 Signet Financial Management LLC11,330$570K0.1%+7.6%0.003%
5/5/2026 Luts & Greenleigh Group Inc.5,398$272K0.2%N/A0.002%
5/5/2026 Sanctuary Advisors LLC435,187$21.91M0.1%+33.5%0.129%
5/5/2026 Conservest Capital Advisors Inc.63,034$3.17M0.3%+562.1%0.019%
5/5/2026 Nwam LLC52,748$2.66M0.2%-0.5%0.016%
5/5/2026 Flynn Zito Capital Management LLC26,686$1.34M0.4%-2.3%0.008%
5/4/2026 Mattern Capital Management LLC68,713$3.46M0.4%N/A0.020%
5/4/2026 Evernest Financial Advisors LLC8,911$448K0.1%-91.9%0.003%
5/4/2026 Archer Investment Corp13,690$689K0.1%+23.8%0.004%
5/4/2026 Team Financial Group LLC397,299$20M9.1%-12.6%0.118%
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5/4/2026 Vantage Point Financial LLC258,922$13.03M4.6%+207.5%0.077%
5/4/2026 Uptick Partners LLC475,638$23.94M4.8%-19.7%0.141%
5/4/2026 Procyon Advisors LLC262,511$13.22M0.2%+26.2%0.078%
5/2/2026 Global Assets Advisory LLC72,319$3.64M0.9%+62.1%0.021%
5/2/2026 International Assets Investment Management LLC9,947$501K0.0%+21.9%0.003%
5/2/2026 Diversify Wealth Management LLC5,803$292K0.0%+20.5%0.002%
5/1/2026 Citizens Financial Group Inc. RI31,892$1.61M0.0%-3.6%0.009%
5/1/2026 Fifth Third Bancorp38,283$1.93M0.0%+1,702.4%0.011%
5/1/2026 Sovran Advisors LLC4,951$249K0.0%-27.2%0.001%
5/1/2026 Compass Financial Services Inc38,991$1.96M0.9%+9.0%0.012%
5/1/2026 WealthShield Partners LLC17,546$883K0.1%-47.5%0.005%
5/1/2026 Simplicity Wealth LLC11,117$560K0.0%+7.3%0.003%
5/1/2026 Sequoia Financial Advisors LLC10,887$548K0.0%+130.2%0.003%
5/1/2026 Summa Corp.4,090$206K0.1%-64.3%0.001%
5/1/2026 Carmel Capital Partners LLC576,938$29.04M10.5%+3.9%0.171%
4/30/2026 GreatBanc Trust CO73,081$3.68M2.6%+126.4%0.022%
4/30/2026 Mason & Associates Inc158,697$7.99M1.5%-22.3%0.047%
4/30/2026 Beacon Financial Group74,728$3.76M0.4%-6.1%0.022%
4/30/2026 Kestra Advisory Services LLC2,009,823$101.18M0.4%+78.3%0.596%
4/30/2026 Money Concepts Capital Corp63,081$3.18M0.2%+1.7%0.019%
4/30/2026 Integrity Investment Advisors LLC15,026$756K0.4%-25.0%0.004%
4/30/2026 IAG Wealth Partners LLC2,969$149K0.0%-65.8%0.001%
4/30/2026 Frankly Finances LLC980$49K0.0%N/A0.000%
4/30/2026 Stenger Family Office LLC1,009,122$50.80M9.2%N/A0.299%
4/29/2026 Warner Group LLC183,374$9.23M6.0%+5.4%0.054%
4/29/2026 Broussard Financial Group LLC372,953$18.77M15.0%+8.7%0.111%
4/29/2026 United Asset Strategies Inc.482,711$24.30M1.9%+13.7%0.143%
4/29/2026 Integrated Advisors Network LLC31,893$1.61M0.1%+9.8%0.009%
4/29/2026 Investment Advisory Services Group LLC5,863$295K0.3%-77.1%0.002%
4/28/2026 Cypress Capital LLC113,716$5.72M1.6%-79.9%0.034%
4/28/2026 Carlton Hofferkamp & Jenks Wealth Management LLC13,916$700K0.2%-3.4%0.004%
4/28/2026 Ascentis Independent Advisors214,730$10.81M0.8%+4,139.5%0.064%
4/28/2026 Stephens Inc. AR161,111$8.11M0.1%-37.5%0.048%
4/28/2026 Berger Financial Group Inc28,112$1.42M0.1%-2.8%0.008%
4/28/2026 GM Advisory Group LLC12,691$639K0.0%+79.5%0.004%
4/28/2026 Astoria Portfolio Advisors LLC.34,297$1.73M0.4%+247.7%0.010%
4/28/2026 Bravias Capital Group LLC72,181$3.63M2.4%+37.6%0.021%
4/27/2026 Portland Financial Advisors Inc47,281$2.38M4.9%+2.6%0.014%
4/27/2026 Altus Wealth Group LLC5,707$287K0.1%+5.1%0.002%
4/27/2026 PFG Investments LLC33,104$1.67M0.1%-2.3%0.010%
4/27/2026 BIP Wealth LLC5,099,716$256.72M10.4%-3.9%1.508%
4/27/2026 World Investment Advisors29,546$1.49M0.0%+51.3%0.009%
4/27/2026 Boyd Watterson Asset Management LLC OH580$29K0.0%N/A0.000%
4/27/2026 Turtle Creek Wealth Advisors LLC18,014$907K0.1%-6.5%0.005%
4/27/2026 F&V Capital Management LLC115,511$5.82M1.2%+24.9%0.034%
4/27/2026 Private Advisor Group LLC2,316,049$116.59M0.5%+16.4%0.685%
4/27/2026 Client First Capital LLC468,583$23.59M10.2%+3.8%0.139%
4/27/2026 Trademark Financial Management LLC7,093$357K0.2%N/A0.002%
4/27/2026 Elevation Point Wealth Partners LLC495,884$24.96M0.6%+35.2%0.147%
4/25/2026 Physician Wealth Advisors Inc.620$31K0.0%N/A0.000%
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4/24/2026 Essex Financial Services Inc.9,682$487K0.0%-6.8%0.003%
4/24/2026 Cassia Capital Partners LLC264,778$13.33M6.9%-2.7%0.078%
4/24/2026 James Investment Research Inc.24,615$1.24M0.1%N/A0.007%
4/24/2026 Columbia Advisory Partners LLC40,836$2.06M1.3%N/A0.012%
4/23/2026 Financial & Tax Architects LLC6,401$322K0.1%N/A0.002%
4/23/2026 OakTrust Wealth Advisors LLC69,621$3.51M3.2%-10.8%0.020%
4/23/2026 Intrua Financial LLC265,065$13.34M1.4%+4.3%0.078%
4/23/2026 Comprehensive Money Management Services LLC51,890$2.61M1.7%+24.4%0.015%
4/23/2026 Catalina Capital Group LLC359,264$18.09M10.8%-3.9%0.106%
4/23/2026 Etesian Wealth Advisors Inc.361,062$18.18M5.8%-14.5%0.106%


USFR Institutional Ownership - Frequently Asked Questions

During the previous two years, 746 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 ($838.01M), Bank of America Corp DE ($759.28M), LPL Financial LLC ($646.84M), NewEdge Wealth LLC ($384.21M), Captrust Financial Advisors ($362.12M), and Raymond James Financial Inc. ($357.65M).Learn more on WisdomTree Floating Rate Treasury Fund's institutional investors.

Of the 684 institutional investors that purchased WisdomTree Floating Rate Treasury Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BIP Wealth LLC ($14.97M), JPMorgan Chase & Co. ($14.53M), Summit Trail Advisors LLC ($9.65M), NewEdge Wealth LLC ($8.33M), Laurel Wealth Advisors LLC ($7.35M), Raymond James Financial Inc. ($7.11M), and Serenus Wealth Advisors LLC ($5.60M).

Institutional investors have bought a total of 66,681,377 shares in the last 24 months. This purchase volume represents approximately $3.35B in transactions.

Of the 363 institutional investors that sold WisdomTree Floating Rate Treasury Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($19.95M), BIP Wealth LLC ($14.74M), Laurel Wealth Advisors LLC ($7.33M), UBS Group AG ($2.62M), Serenus Wealth Advisors LLC ($2.37M), Wealthcare Capital Management LLC ($1.50M), and LPL Financial LLC ($1.42M).

Institutional investors have sold a total of 80,008,319 shares in the last 24 months. This volume of shares sold represents approximately $4.02B in transactions.


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This page (NYSEARCA:USFR) was last updated on 5/14/2026 by MarketBeat.com Staff.
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