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WisdomTree Floating Rate Treasury Fund (USFR) Institutional Ownership

WisdomTree Floating Rate Treasury Fund logo
$50.33 +0.02 (+0.04%)
As of 07/3/2025 05:00 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)
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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2025 Private Client Services LLC11,732$590K0.2%+59.5%0.003%
6/13/2025Optima 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%
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%
5/16/2025NewEdge Advisors LLC171,725$8.64M0.1%+128.6%0.046%
5/16/2025Millennium Management LLC159,916$8.05M0.0%-33.6%0.043%
5/16/2025Integrated Wealth Concepts LLC197,185$9.92M0.1%+13.3%0.053%
5/16/2025Curi RMB Capital LLC7,133$359K0.0%-30.2%0.002%
5/16/2025AQR Capital Management LLC11,987$603K0.0%N/A0.003%
5/16/2025AlTi Global Inc.202,853$10.21M0.3%+50.7%0.054%
5/15/2025EP Wealth Advisors LLC27,235$1.37M0.0%-9.6%0.007%
5/15/2025Royal Bank of Canada3,341,912$168.20M0.0%+3.8%0.893%
5/15/2025MAI Capital Management251,687$12.67M0.1%-8.7%0.067%
5/15/2025Calton & Associates Inc.273,240$13.75M3.1%+143.1%0.073%
5/15/2025Baird Financial Group Inc.66,274$3.34M0.0%-15.1%0.018%
5/15/2025Activest Wealth Management138,851$6.99M1.9%-3.9%0.037%
5/15/2025Palo Alto Wealth Advisors LLC117,326$5.91M2.4%-26.2%0.031%
5/15/2025TD Capital Management LLC245,996$12.38M1.3%-9.6%0.066%
5/14/2025Transamerica Financial Advisors LLC50,685$2.55M0.3%+12.3%0.014%
5/14/2025CreativeOne Wealth LLC105,948$5.33M0.2%+10.4%0.028%
5/14/2025WCG Wealth Advisors LLC148,779$7.49M0.6%+17.3%0.040%
5/14/2025Luminist Capital LLC1,797$90K0.1%+239.1%0.000%
5/14/2025Apexium Financial LP300,569$15.13M0.9%+189.8%0.080%
5/14/2025Kayne Anderson Rudnick Investment Management LLC443,379$22.32M0.1%+11.0%0.118%
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5/14/2025Comerica Bank54,728$2.75M0.0%-22.1%0.015%
5/14/2025Napa Wealth Management30,607$1.54M0.9%-9.3%0.008%
5/14/2025Smartleaf Asset Management LLC34,768$1.75M0.2%-24.9%0.009%
5/14/2025Northwestern Mutual Wealth Management Co.114,174$5.75M0.0%+162.8%0.031%
5/14/2025Sax Wealth Advisors LLC22,901$1.15M0.1%+185.3%0.006%
5/14/2025Kestra Advisory Services LLC839,160$42.24M0.2%-35.3%0.224%
5/14/2025Compound Planning Inc.9,293$468K0.0%+15.7%0.002%
5/14/2025Barnes Wealth Management Group Inc8,498$428K0.3%+7.3%0.002%
5/14/2025Ameriprise Financial Inc.4,377,432$219.89M0.1%+16.2%1.170%
5/14/2025Summit Financial LLC277,763$13.98M0.4%+0.1%0.074%
5/14/2025United Asset Strategies Inc.344,028$17.32M1.6%-15.9%0.092%
5/14/2025Flow Traders U.S. LLC7,441$375K0.0%-48.7%0.002%
5/14/2025Capital Analysts LLC660,942$33.27M1.2%-14.0%0.177%
5/14/2025Level Four Advisory Services LLC633,885$31.90M1.3%+0.5%0.169%
5/14/2025Vertex Planning Partners LLC632,240$31.82M6.9%+7.1%0.169%
5/14/2025ZEGA Investments LLC6,166$310K0.0%+21.5%0.002%
5/14/2025JT Stratford LLC62,199$3.13M0.6%+43.8%0.017%
5/14/2025Andina Capital Management LLC139,490$7.02M5.0%+178.9%0.037%
5/14/2025Blue Investment Partners LLC274,782$13.83M5.2%+10.5%0.073%
5/14/2025Disciplina Capital Management LLC724,448$36.46M5.3%+36.6%0.194%
5/13/2025Aptus Capital Advisors LLC306,611$15.43M0.2%+0.8%0.082%
5/13/2025Global View Capital Management LLC994,931$50.08M18.2%+136.1%0.266%
5/13/202517 Capital Partners LLC14,716$741K0.5%+20.7%0.004%
5/13/2025Cambiar Investors LLC175,249$8.82M0.4%+3.1%0.047%
5/13/2025Steward Partners Investment Advisory LLC653,611$32.90M0.3%+7.6%0.175%
5/13/2025Raymond James Financial Inc.6,364,168$320.31M0.1%+11.5%1.700%
5/13/2025Eaton Financial Holdings Company LLC291,383$14.67M6.1%+728.1%0.078%
5/13/2025Cresset Asset Management LLC48,581$2.45M0.0%-10.1%0.013%
5/13/2025LWM Advisory Services LLC82,292$4.14M2.9%+158.1%0.022%
5/13/2025Watchman Group Inc.18,379$925K0.3%+357.9%0.005%
5/13/2025Kovitz Investment Group Partners LLC80,503$4.05M0.0%-5.3%0.022%
5/13/2025Heck Capital Advisors LLC7,941$400K0.0%-96.4%0.002%
5/13/2025WESCAP Management Group Inc.38,667$1.95M0.5%+11.7%0.010%
5/13/2025Prudential PLC4,000$201K0.0%N/A0.001%
5/13/2025HighTower Advisors LLC2,357,417$118.65M0.2%-8.3%0.630%
5/13/2025Core Wealth Partners LLC23,884$1.20M0.7%-12.5%0.006%
5/12/2025Capital Planning Advisors LLC1,023,598$51.52M8.0%+9.5%0.273%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors23,191$1.17M0.1%+69.5%0.006%
5/12/2025Cobblestone Capital Advisors LLC NY48,352$2.43M0.1%+22.4%0.013%
5/12/2025Robinson Smith Wealth Advisors LLC14,409$725K0.6%-8.8%0.004%
5/12/2025Atlas Capital Advisors Inc.4,268$215K0.0%+76.3%0.001%
5/12/2025Berger Financial Group Inc15,869$799K0.1%-24.4%0.004%
5/12/2025Manhattan West Asset Management LLC62,800$3.16M0.8%+8.0%0.017%
5/12/2025JPMorgan Chase & Co.20,836,368$1.05B0.1%+108.3%5.567%
5/12/2025Townsquare Capital LLC114,449$5.76M0.1%+19.1%0.031%
5/12/2025Founders Financial Alliance LLC31,271$1.57M0.4%+21.0%0.008%
5/12/2025Everett Harris & Co. CA18,900$951K0.0%-17.8%0.005%
5/12/2025Bristlecone Advisors LLC508,609$25.60M2.1%+3.4%0.136%
5/12/2025National Bank of Canada FI52,740$2.65M0.0%+88.2%0.014%
5/12/2025LaSalle St. Investment Advisors LLC16,774$844K0.2%+56.3%0.004%
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5/12/2025Evernest Financial Advisors LLC98,810$4.97M1.8%+2.1%0.026%
5/9/2025WealthShield Partners LLC43,937$2.21M0.3%-1.9%0.012%
5/9/2025Wealthspire Advisors LLC1,516,924$76.35M0.5%+8.0%0.411%
5/9/2025Atria Wealth Solutions Inc.380,317$19.14M0.2%+98.0%0.103%
5/9/2025Encompass More Asset Management284,166$14.30M4.3%-52.6%0.077%
5/9/2025Cary Street Partners Financial LLC343,368$17.28M0.5%+8.7%0.093%
5/9/2025Advyzon Investment Management LLC34,737$1.75M0.7%-8.9%0.009%
5/9/2025Middleton & Co. Inc. MA58,805$2.96M0.3%+14.2%0.016%
5/9/2025Kickstand Ventures LLC.4,126$208K0.1%-29.9%0.001%
5/9/2025IPG Investment Advisors LLC9,950$501K0.1%-28.6%0.003%
(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, 727 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 651 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 87,455,095 shares in the last 24 months. This purchase volume represents approximately $4.40B in transactions.

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

Of the 320 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 47,602,774 shares in the last 24 months. This volume of shares sold represents approximately $2.39B in transactions.


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This page (NYSEARCA:USFR) was last updated on 7/6/2025 by MarketBeat.com Staff
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