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WisdomTree Floating Rate Treasury Fund (USFR) Institutional Ownership

WisdomTree Floating Rate Treasury Fund logo
$50.44 +0.02 (+0.04%)
Closing price 04:10 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)
491
Total
Institutional Inflows
(last 12 months)
$4.47B
Number of
Institutional Sellers
(last 12 months)
326
Total
Institutional Outflows
(last 12 months)
$2.44B
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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
7/18/2025McGuire Investment Group LLC615,691$30.98M4.0%-3.0%0.165%
7/18/2025Warren Street Wealth Advisors LLC94,945$4.78M1.6%+18.9%0.025%
7/18/2025Vicus Capital17,655$888K0.1%+41.6%0.005%
7/18/2025Vigilare Wealth Management150,211$7.56M2.8%+276.9%0.040%
7/18/2025Impact Capital Partners LLC33,761$1.70M0.6%+8.0%0.009%
7/18/2025PFG Investments LLC33,881$1.71M0.1%+50.9%0.009%
7/18/2025Consolidated Portfolio Review Corp15,651$787K0.1%N/A0.004%
7/18/2025Truist Financial Corp70,336$3.54M0.0%+16.2%0.019%
7/17/2025 MBA Advisors LLC51,227$2.58M1.2%-43.9%0.014%
7/17/2025 G&S Capital LLC6,796$342K0.1%-51.7%0.002%
7/17/2025 Spartan Planning & Wealth Management19,514$982K0.8%-13.5%0.005%
7/17/2025 Janney Montgomery Scott LLC24,064$1.21M0.0%-58.1%0.006%
7/17/2025 Elser Financial Planning Inc19,875$1.00M0.1%N/A0.005%
7/17/2025 Alpine Bank Wealth Management1,489,055$74.91M11.3%+38.3%0.400%
7/17/2025 New Perspectives Inc505,756$25.45M12.6%+6.8%0.136%
7/17/2025 Clear Point Advisors Inc.49,707$2.50M2.1%+1.3%0.013%
7/17/2025 XY Planning Network Inc.24,947$1.26M0.4%+10.1%0.007%
7/17/2025 SFM LLC248,679$12.51M8.0%+28.7%0.067%
7/16/2025 Signaturefd LLC5,063$255K0.0%+11.5%0.001%
7/16/2025 ORG Partners LLC98,163$4.94M1.1%+443.7%0.026%
7/16/2025 Cove Private Wealth LLC7,500$377K0.1%N/A0.002%
7/16/2025 GenWealth Group Inc.6,367$320K0.1%+9.0%0.002%
7/16/2025 Novem Group359,843$18.10M2.3%+85.4%0.097%
7/16/2025 Embree Financial Group22,918$1.15M0.2%-14.8%0.006%
7/16/2025 MKT Advisors LLC22,741$1.14M0.5%+11.0%0.006%
7/16/2025 Maridea Wealth Management LLC6,456$325K0.1%+34.7%0.002%
7/16/2025 Magnus Financial Group LLC89,631$4.51M0.4%+6.0%0.024%
7/15/2025 Avaii Wealth Management LLC45,545$2.29M1.0%+67.6%0.012%
7/15/2025 Cassia Capital Partners LLC400,136$20.13M12.1%-2.8%0.107%
7/15/2025 Signet Financial Management LLC31,536$1.59M0.2%-80.5%0.008%
7/15/2025 Retireful LLC57,038$2.87M2.0%-3.2%0.015%
7/15/2025 Wealth Effects LLC6,024$303K0.1%N/A0.002%
7/15/2025 Fifth Third Bancorp4,526$228K0.0%+135.4%0.001%
7/15/2025 Sheets Smith Wealth Management16,137$812K0.1%+50.9%0.004%
7/15/2025 Oregon Pacific Wealth Management LLC7,462$375K0.4%-9.6%0.002%
7/15/2025 Eaton Financial Holdings Company LLC372,394$18.74M5.8%+27.8%0.100%
7/15/2025 Fortitude Family Office LLC199,678$10.05M3.3%-57.5%0.054%
7/15/2025 CGN Advisors LLC31,655$1.59M0.1%+85.6%0.009%
7/15/2025 GSB Wealth Management LLC249,153$12.54M3.1%+0.9%0.067%
7/15/2025 Optima Capital LLC85,967$4.33M2.3%-18.1%0.023%
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7/14/2025 Golden State Equity Partners36,155$1.82M0.3%-42.9%0.010%
7/14/2025 Flagstar Advisors Inc.17,112$861K0.2%+4.1%0.005%
7/14/2025 Park Avenue Securities LLC90,958$4.58M0.0%+13.9%0.025%
7/14/2025 Matrix Trust Co325,653$16.38M2.6%-46.7%0.088%
7/14/2025 Sowell Financial Services LLC44,121$2.22M0.1%-15.4%0.012%
7/11/2025 Annex Advisory Services LLC19,542$983K0.0%-3.2%0.005%
7/11/2025 BTC Capital Management Inc.4,000$201K0.0%N/A0.001%
7/11/2025 First PREMIER Bank26,643$1.34M0.3%-1.2%0.007%
7/11/2025 Farther Finance Advisors LLC36,094$1.82M0.0%+151.8%0.010%
7/11/2025 Silver Oak Securities Incorporated325,577$16.38M1.3%+16.0%0.088%
7/11/2025 UMB Bank n.a.27,564$1.39M0.0%-2.3%0.007%
7/10/2025 Anderson Hoagland & Co.257,570$12.96M1.2%-4.8%0.070%
7/10/2025 HF Advisory Group LLC26,897$1.35M0.5%-4.2%0.007%
7/10/2025 Guided Capital Wealth Management LLC238,750$12.01M9.3%-12.8%0.065%
7/10/2025 Exchange Traded Concepts LLC106,829$5.38M0.1%-6.5%0.029%
7/10/2025 Fortress Wealth Management Inc.130,313$6.56M3.2%+0.2%0.035%
7/10/2025 Envision Financial LLC214,618$10.80M7.2%+31.5%0.058%
7/10/2025 Family Legacy Financial Solutions LLC377,362$18.99M16.1%N/A0.102%
7/10/2025 Wealth Enhancement Advisory Services LLC799,787$40.25M0.1%+2.4%0.217%
7/10/2025 Stonekeep Investments LLC418,448$21.05M14.2%-3.3%0.114%
7/10/2025 Professional Financial Advisors LLC51,784$2.61M0.6%+41.5%0.014%
7/10/2025 Focus Financial Network Inc.92,388$4.65M0.2%-2.5%0.025%
7/9/2025 Defined Wealth Management LLC8,792$442K0.3%+3.6%0.002%
7/9/2025 Procyon Advisors LLC217,072$10.92M1.0%+23.0%0.059%
7/9/2025 Pallas Capital Advisors LLC233,236$11.73M0.4%+5.1%0.063%
7/9/2025 Leibman Financial Services Inc.195,937$9.86M7.6%-32.7%0.053%
7/9/2025 Fermata Advisors LLC39,001$1.96M0.5%+2.6%0.011%
7/9/2025 Westmount Partners LLC42,643$2.15M0.6%-0.6%0.012%
7/9/2025 Beacon Financial Group115,101$5.79M0.6%-0.2%0.031%
7/9/2025 Reyes Financial Architecture Inc.658,721$33.14M28.6%+25.3%0.179%
7/9/2025 MassMutual Private Wealth & Trust FSB1,842$93K0.0%N/A0.001%
7/8/2025 Melone Private Wealth LLC297,986$14.99M7.7%-21.5%0.081%
7/8/2025 First National Corp MA ADV499,748$25.14M5.1%+51.3%0.136%
7/8/2025 Parisi Gray Wealth Management200,410$10.08M2.9%-7.8%0.054%
7/8/2025 Webster Bank N. A.426,950$21.48M2.2%-17.2%0.116%
7/8/2025 MRA Advisory Group8,562$431K0.2%+16.8%0.002%
7/8/2025 Goldstone Financial Group LLC41,417$2.09M0.3%-44.0%0.011%
7/8/2025 Charis Legacy Partners LLC52,484$2.64M4.3%+1,019.5%0.014%
7/8/2025 Moulton Wealth Management Inc.221,655$11.16M8.4%-35.8%0.060%
7/7/2025 Vishria Bird Financial Group LLC43,218$2.17M0.7%-1.4%0.012%
7/1/2025 Private Client Services LLC11,732$590K0.2%+59.5%0.003%
6/13/2025 Optima Capital LLC104,935$5.28M3.4%+136.8%0.028%
6/10/2025Compass Financial Services Inc19,658$989K0.5%N/A0.005%
6/5/2025Cim LLC84,483$4.25M0.6%+2.2%0.023%
6/2/2025Integrity Wealth Advisors Inc.38,094$1.92M1.4%+111.2%0.010%
6/2/2025Modern Wealth Management LLC512,187$25.78M0.8%-4.5%0.137%
5/28/2025Wealth Management Associates Inc.9,230$465K0.2%+2.3%0.002%
5/27/2025Jacobi Capital Management LLC360,103$18.12M1.3%+0.8%0.096%
5/21/2025Geneos Wealth Management Inc.221,331$11.14M0.4%+19.1%0.059%
5/20/2025Blue Rock Wealth Management LLC18,922$952K0.8%-9.9%0.005%
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5/20/2025Fortis Capital Advisors LLC20,543$1.03M0.2%+4.4%0.005%
5/20/2025Belpointe Asset Management LLC115,894$5.83M0.3%+377.3%0.031%
5/20/2025Integrity Alliance LLC.751,309$37.81M1.5%N/A0.201%
5/20/2025Chokshi & Queen Wealth Advisors Inc8,628$434K0.3%+34.2%0.002%
5/19/2025Jane Street Group LLC4,896$246K0.0%-97.3%0.001%
5/16/2025Prostatis Group LLC5,950$299K0.1%N/A0.002%
5/16/2025Signature Estate & Investment Advisors LLC31,487$1.59M0.0%-3.5%0.008%
5/16/2025Ashton Thomas Private Wealth LLC3,993$201K0.0%N/A0.001%
5/16/2025Legacy Wealth Managment LLC ID2,897$146K0.1%+229.2%0.001%
5/16/2025Uniplan Investment Counsel Inc.395,966$19.93M1.9%+13.5%0.106%
(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, 732 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 WisdomTree Floating Rate Treasury Fund's institutional investors.

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

Of the 654 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: 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 88,789,489 shares in the last 24 months. This purchase volume represents approximately $4.47B in transactions.

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

Of the 326 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. ($9.52M), Summit Trail Advisors LLC ($7.14M), Annex Advisory Services LLC ($3.50M), Signature Estate & Investment Advisors LLC ($2.51M), Halbert Hargrove Global Advisors LLC ($1.90M), Kiely Wealth Advisory Group Inc. ($788.71K), and Quadrature Capital Ltd ($717.32K).

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

Institutional investors have sold a total of 48,549,177 shares in the last 24 months. This volume of shares sold represents approximately $2.44B in transactions.


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This page (NYSEARCA:USFR) was last updated on 7/18/2025 by MarketBeat.com Staff
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