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WisdomTree Floating Rate Treasury Fund (USFR) Institutional Ownership

WisdomTree Floating Rate Treasury Fund logo
$50.49 0.00 (0.00%)
As of 08/21/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
396
Total
Institutional Inflows
(last 12 months)
$2.71B
Number of
Institutional Sellers
(last 12 months)
322
Total
Institutional Outflows
(last 12 months)
$3.65B
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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
8/23/2026 Ameritas Advisory Services LLC107,950$5.44M0.1%+44.2%0.030%
8/23/2026 Guardian Wealth Advisors LLC NC280,466$14.12M0.8%+1.9%0.077%
8/23/2026 Kintra Wealth LLC57,980$2.92M0.2%N/A0.016%
8/23/2026 Melone Private Wealth LLC332,125$16.72M5.2%-22.0%0.091%
8/22/2026 Advisory Solutions Group LLC24,323$1.23M0.4%N/A0.007%
8/22/2026 Compass Financial Management LLC172,864$8.71M1.0%N/A0.047%
8/22/2026 NBH Bank1,198$60K0.0%N/A0.000%
8/22/2026 Highland Investment Advisors LLC204,983$10.32M4.5%N/A0.056%
8/22/2026 TD Waterhouse Canada Inc.5,885$296K0.0%+98.1%0.002%
8/22/2026 Kickstand Ventures LLC.18,368$925K0.2%+4.9%0.005%
8/22/2026 Concurrent Investment Advisors LLC388,536$19.56M0.2%-0.1%0.107%
8/21/2026 Mason & Associates Inc238,592$12.01M1.9%+50.3%0.065%
8/21/2026 Andina Capital Management LLC96,975$4.88M7.9%+21.1%0.027%
8/21/2026 Retireful LLC17,568$885K0.8%-14.3%0.005%
8/20/2026 Wedbush Securities Inc.77,703$5.80M0.1%+272.3%0.021%
8/12/2026 Compass Financial Management LLC172,864$8.71M1.0%N/A0.047%
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%0.009%
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%
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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%
6/26/2026 WealthPoint Financial LLC7,784$392K0.3%+8.5%0.002%
6/25/2026 Hamilton Wealth LLC321,804$16.20M3.1%+258.7%0.095%
6/18/2026 Western Wealth Management LLC85,600$4.31M0.2%-15.6%0.025%
6/11/2026 LFG Wealth Partners LLC3,984$201K0.1%N/A0.001%
6/4/2026 Town Capital LLC121,979$6.14M5.0%+27.7%0.036%
6/4/2026 Midwest Financial Network LLC11,088$558K0.4%-13.5%0.003%
6/3/2026 NewEdge Advisors LLC922,353$46.43M0.2%+363.1%0.273%
5/27/2026 Allen Capital Group LLC238,214$11.99M1.1%-10.6%0.071%
5/22/2026 Independent Wealth Advisors LLC111,534$5.62M5.5%-18.5%0.033%
5/22/2026 Verus Capital Partners LLC11,349$571K0.0%+54.5%0.003%
5/20/2026January Capital Advisors LLC4,350$219K0.3%N/A0.001%
5/19/2026 Western Wealth Management LLC85,600$4.31M0.2%-15.6%0.025%
5/19/2026 GTS Financial LLC42,372$2.13M1.5%N/A0.013%
5/19/2026 Bank of America Corp DE15,934,091$802.12M0.1%+10.8%4.721%
5/19/2026 Hamilton Wealth LLC643,608$32.40M2.3%+617.4%0.191%
5/19/2026 Edgestream Partners L.P.88,735$4.47M0.1%+65.4%0.026%
5/19/2026 Centaurus Financial Inc.7,935$399K0.0%-4.8%0.002%
5/19/2026 Cim LLC92,133$4.64M0.7%+1.1%0.027%
5/19/2026 Ashton Thomas Securities LLC65,973$3.32M0.4%N/A0.020%
5/19/2026 Arkadios Wealth Advisors735,163$37.01M0.6%+237.6%0.218%
5/18/2026 Adalta Capital Management LLC9,495$478K0.2%-40.7%0.003%
5/18/2026 EverSource Wealth Advisors LLC7,480$377K0.0%N/A0.002%
5/18/2026 Royal Bank of Canada2,815,078$141.71M0.0%-10.4%0.834%
5/16/2026 Quantinno Capital Management LP60,995$3.07M0.0%+152.8%0.018%
5/15/2026 Gateway Wealth Partners LLC117,914$5.94M0.2%+99.0%0.035%
5/15/2026 Cypress Capital Group33,095$1.67M0.2%+648.8%0.010%
5/15/2026 Waverly Advisors LLC65,131$3.28M0.0%-19.5%0.019%
5/14/2026 Compound Planning Inc.119,503$6.02M0.2%+296.7%0.035%
5/14/2026 Modern Wealth Management LLC301,496$15.18M0.3%-1.3%0.089%
5/14/2026 Keebeck Wealth Management211,979$10.67M1.2%+29.0%0.063%
5/14/2026 Lido Advisors LLC894,474$45.03M0.1%-18.2%0.265%
5/13/2026 Cetera Investment Advisers1,708,823$86.02M0.1%-22.1%0.506%
5/13/2026 Prestige Wealth Management Group LLC19,518$983K0.2%+89.0%0.006%
5/13/2026 NewEdge Wealth LLC7,632,376$384.21M4.6%-8.4%2.262%
5/13/2026 Acumen 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%
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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%


USFR Institutional Ownership - Frequently Asked Questions

During the previous two years, 729 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 661 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 53,966,338 shares in the last 24 months. This purchase volume represents approximately $2.71B in transactions.

Of the 322 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. ($19.39M), BIP Wealth LLC ($14.45M), 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 72,529,764 shares in the last 24 months. This volume of shares sold represents approximately $3.65B in transactions.


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Institutional ownership data for NYSEARCA:USFR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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