Go Pro
→ Gates. Google. The Pentagon. (From Behind the Markets) (Ad)tc pixel Free USFR Stock Alerts

WisdomTree Floating Rate Treasury Fund (USFR) Institutional Ownership

WisdomTree Floating Rate Treasury Fund logo
$50.43 +0.02 (+0.04%)
Closing price 07/13/2026 04:10 PM Eastern
Extended Trading
$50.43 0.00 (0.00%)
As of 04:39 AM 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 Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
464
Total
Institutional Inflows
(last 12 months)
$3.48B
Number of
Institutional Sellers
(last 12 months)
363
Total
Institutional Outflows
(last 12 months)
$4.02B
Get USFR Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree Floating Rate Treasury Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

USFR Institutional Buying and Selling by Quarter

WisdomTree Floating Rate Treasury Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Envision Financial LLC317,105$15.97M7.4%+11.1%0.090%
7/10/2026 Annex Advisory Services LLC7,685$387K0.0%-28.8%0.002%
7/10/2026 Insight Wealth Strategies LLC10,106$509K0.0%N/A0.003%
7/10/2026 Nvest Wealth Strategies Inc.4,188$211K0.1%+43.9%0.001%
7/10/2026 GenWealth Group Inc.13,500$680K0.1%-4.2%0.004%
7/10/2026 Stonekeep Investments LLC244,549$12.31M7.2%-26.5%0.069%
7/10/2026 G&S Capital LLC73,729$3.71M1.1%+815.3%0.021%
7/10/2026 Wealthcare Advisory Partners LLC359,365$18.09M0.3%+0.4%0.102%
7/9/2026 Charis Legacy Partners LLC69,740$3.51M4.3%-19.3%0.020%
7/9/2026 Ares Financial Consulting LLC148,386$7.47M5.2%-5.4%0.042%
7/9/2026 Matrix Trust Co556,808$28.04M4.1%+4,919.5%0.158%
7/9/2026 Wealthcare Capital Partners LLC647,400$32.60M13.5%-0.6%0.183%
7/9/2026 Professional Financial Advisors LLC10,511$529K0.1%-6.9%0.003%
7/9/2026 Focus Financial Network Inc.74,197$3.74M0.1%-3.4%0.021%
7/9/2026 Wealthcare Capital Management LLC153,027$7.71M0.7%-17.2%0.043%
7/9/2026 Melone Private Wealth LLC332,125$16.72M6.4%-22.0%0.094%
7/9/2026 Allied Private Wealth LLC1,532$77K0.0%N/A0.000%
7/9/2026 HF Advisory Group LLC33,560$1.69M0.5%+3.7%0.010%
7/9/2026 Sax Wealth Advisors LLC26,565$1.34M0.0%+5.0%0.008%
7/8/2026 First Heartland Consultants Inc.30,944$1.56M0.1%+7.6%0.009%
7/8/2026 Castle Rock Wealth Management LLC226,840$11.42M2.2%-4.3%0.064%
7/8/2026 Elmwood Wealth Management Inc.114,744$5.78M1.4%-26.1%0.032%
7/8/2026 Apella Capital LLC5,431$274K0.0%-12.8%0.002%
7/8/2026 Midwest Financial Network LLC9,494$478K0.3%-14.4%0.003%
7/8/2026 Integrated Capital Management Inc.34,001$1.71M1.2%+9.0%0.010%
7/7/2026 Fermata Advisors LLC50,944$2.57M0.5%-6.1%0.014%
7/7/2026 SFM LLC320,992$16.16M8.3%+73.5%0.091%
7/7/2026 Balefire LLC4,233$213K0.0%-14.6%0.001%
7/7/2026 Avior Wealth Management LLC14,748$743K0.0%-11.6%0.004%
7/7/2026 Value Investment Professionals LLC222,193$11.19M9.5%N/A0.063%
7/7/2026 CoreCap Advisors LLC1,291$65K0.0%-13.4%0.000%
7/7/2026 Anderson Hoagland & Co.163,902$8.25M0.6%-11.2%0.046%
7/7/2026 Moulton Wealth Management Inc.268,033$13.50M9.0%-41.1%0.076%
7/6/2026 Hobart Private Capital LLC113,483$5.71M1.0%+3.0%0.032%
7/6/2026 Vigilare Wealth Management89,201$4.49M1.4%-62.0%0.025%
7/6/2026 Stonebridge Financial Group LLC453,821$22.85M1.7%-13.5%0.129%
6/26/2026WealthPoint Financial LLC7,784$392K0.3%+8.5%0.002%
6/25/2026Hamilton Wealth LLC321,804$16.20M3.1%+258.7%0.095%
6/18/2026Western Wealth Management LLC85,600$4.31M0.2%-15.6%0.025%
6/11/2026LFG Wealth Partners LLC3,984$201K0.1%N/A0.001%
SPCX Warning - and Worst News for Stocks in 50 Years (Ad)

Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in 50 years - and it has nothing to do with a single stock. According to multiple Wall Street banks, a coming crisis could keep your portfolio in the red for 10 years or longer. Keith Kaplan, CEO of TradeSmith, is sharing what you can do to protect your wealth before it hits.tc pixel

Learn how to prepare your portfolio for what's coming next
6/4/2026Town Capital LLC121,979$6.14M5.0%+27.7%0.036%
6/4/2026 Midwest Financial Network LLC11,088$558K0.4%-13.5%0.003%
6/3/2026NewEdge Advisors LLC922,353$46.43M0.2%+363.1%0.273%
5/27/2026Allen Capital Group LLC238,214$11.99M1.1%-10.6%0.071%
5/22/2026Independent Wealth Advisors LLC111,534$5.62M5.5%-18.5%0.033%
5/22/2026Verus Capital Partners LLC11,349$571K0.0%+54.5%0.003%
5/20/2026January Capital Advisors LLC4,350$219K0.3%N/A0.001%
5/19/2026Western Wealth Management LLC85,600$4.31M0.2%-15.6%0.025%
5/19/2026GTS Financial LLC42,372$2.13M1.5%N/A0.013%
5/19/2026Bank of America Corp DE15,934,091$802.12M0.1%+10.8%4.721%
5/19/2026Hamilton Wealth LLC643,608$32.40M2.3%+617.4%0.191%
5/19/2026Edgestream Partners L.P.88,735$4.47M0.1%+65.4%0.026%
5/19/2026Centaurus Financial Inc.7,935$399K0.0%-4.8%0.002%
5/19/2026Cim LLC92,133$4.64M0.7%+1.1%0.027%
5/19/2026Ashton Thomas Securities LLC65,973$3.32M0.4%N/A0.020%
5/19/2026Arkadios Wealth Advisors735,163$37.01M0.6%+237.6%0.218%
5/18/2026Adalta Capital Management LLC9,495$478K0.2%-40.7%0.003%
5/18/2026EverSource Wealth Advisors LLC7,480$377K0.0%N/A0.002%
5/18/2026Royal Bank of Canada2,815,078$141.71M0.0%-10.4%0.834%
5/16/2026Quantinno Capital Management LP60,995$3.07M0.0%+152.8%0.018%
5/15/2026Gateway Wealth Partners LLC117,914$5.94M0.2%+99.0%0.035%
5/15/2026Cypress Capital Group33,095$1.67M0.2%+648.8%0.010%
5/15/2026Waverly Advisors LLC65,131$3.28M0.0%-19.5%0.019%
5/14/2026Compound Planning Inc.119,503$6.02M0.2%+296.7%0.035%
5/14/2026Modern Wealth Management LLC301,496$15.18M0.3%-1.3%0.089%
5/14/2026Keebeck Wealth Management211,979$10.67M1.2%+29.0%0.063%
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%
5/8/2026PNC Financial Services Group Inc.1,522$77K0.0%N/A0.000%
5/8/2026Alpha Zero LLC48,615$2.45M1.2%-87.8%0.014%
5/7/2026Florida Financial Advisors LLC7,744$390K0.1%+3.6%0.002%
5/7/2026Earned Wealth Advisors LLC4,170$210K0.0%N/A0.001%
5/7/2026Hollencrest Capital Management546,971$27.54M1.0%+5,263.5%0.162%
5/7/2026Continuum Wealth Advisors LLC23,068$1.16M0.5%-0.9%0.007%
5/7/2026Lowe Brockenbrough & Co. Inc.4,885$246K0.0%-50.1%0.001%
5/7/2026Regimen Wealth LLC293,886$14.79M4.3%-31.4%0.087%
5/6/2026GatePass Capital LLC73,000$3.68M1.7%-4.0%0.022%
5/6/2026Euro Pacific Asset Management LLC46,266$2.33M0.2%+402.5%0.014%
5/6/2026MTM Investment Management LLC7,030$354K0.1%-5.8%0.002%
5/6/2026Centennial Bank AR 84,888$4.27M1.5%+514.1%0.025%
5/6/2026Frontier Asset Management LLC5,473$276K0.1%-15.2%0.002%
5/6/2026Assetmark Inc.623,069$31.37M0.1%+2.0%0.185%
5/6/2026Independent Financial Group LLC59,402$2.99M0.1%N/A0.018%
5/6/2026Smart Money Group LLC56,732$2.86M0.8%-10.9%0.017%
5/5/2026Quartz Partners LLC17,068$859K0.3%-33.3%0.005%
5/5/2026Wealthfront Advisers LLC135,765$6.83M0.0%+37.5%0.040%
5/5/2026D.A. Davidson & CO.128,831$6.49M0.0%-0.2%0.038%
Elon Is Quietly Doubling Down on This Bizarre Asset (Ad)

Yahoo Finance reports this technology 'May Unlock $400 Trillion' - and Bloomberg calls it 'unavoidable.' Elon Musk has been quietly doubling down on it, even attempting to deploy it during his time at DOGE before being shut down. Investing legend Jeff Brown - who identified Bitcoin, Tesla, and Nvidia early - has spent six years analyzing this sector he calls 'W.T.E.' He believes it could be 90 times bigger than AI and 1,900 times bigger than Bitcoin.tc pixel

Click here to see Jeff Brown's full breakdown and how to invest
5/5/2026Bank of New York Mellon Corp1,171,030$58.95M0.0%+35.5%0.347%
5/5/2026Milestone Investment Advisors LLC207,782$10.46M2.5%-0.3%0.062%
5/5/2026SKY Mountain Capital Management Inc.1,272,541$64.06M46.0%+2.4%0.377%
5/5/2026Collaborative Wealth Managment Inc.26,830$1.35M0.6%-65.4%0.008%
5/5/2026Geneos Wealth Management Inc.85,178$4.29M0.1%-31.0%0.025%
5/5/2026Ethos Financial Group LLC61,793$3.11M0.2%-29.0%0.018%
5/5/2026Signet Financial Management LLC11,330$570K0.1%+7.6%0.003%
5/5/2026Luts & Greenleigh Group Inc.5,398$272K0.2%N/A0.002%
5/5/2026Sanctuary Advisors LLC435,187$21.91M0.1%+33.5%0.129%
5/5/2026Conservest Capital Advisors Inc.63,034$3.17M0.3%+562.1%0.019%


USFR Institutional Ownership - Frequently Asked Questions

During the previous two years, 752 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 ($802.12M), 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 686 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 69,252,626 shares in the last 24 months. This purchase volume represents approximately $3.48B in transactions.

Of the 361 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 ($1.53M), and LPL Financial LLC ($1.42M).

Institutional investors have sold a total of 79,945,644 shares in the last 24 months. This volume of shares sold represents approximately $4.02B in transactions.


Related Companies

This page (NYSEARCA:USFR) was last updated on 7/14/2026 by MarketBeat.com Staff.
From Our Partners
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump’s $250 Bill – See Immediately
Former Goldman Sachs VP Dr. David Eifrig is warning that July 28 could trigger the biggest wealth reset in mod...
Stansberry Research | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
They told you not to miss this one
The largest companies in the SP 500 are now more overvalued relative to fundamentals than they were at the abs...
Thor Metals | Sponsoredtc pixel
Forget SpaceX, this is Elon’s Next Breakthrough
Jeff Brown and Marc Chaikin - two investors who called Nvidia a decade ago - say Elon Musk's newly filed AI pa...
Brownstone Research | Sponsoredtc pixel
When I found Rolls-Royce under $2, most people thought I was crazy
In 2022, Karim Rahemtulla recommended Rolls-Royce when it traded under $2. The stock climbed more than 1,100% ...
Monument Traders Alliance | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel