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WisdomTree Floating Rate Treasury Fund (USFR) Institutional Ownership

WisdomTree Floating Rate Treasury Fund logo
$50.46 +0.04 (+0.08%)
Closing price 09/11/2026 04:10 PM Eastern
Extended Trading
$50.44 -0.02 (-0.03%)
As of 09/11/2026 07:30 PM 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.
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Institutional Ownership Changes (13F Filings) for WisdomTree Floating Rate Treasury Fund (NYSEARCA:USFR)

Number of
Institutional Buyers
(last 12 months)
398
Total
Institutional Inflows
(last 12 months)
$2.69B
Number of
Institutional Sellers
(last 12 months)
325
Total
Institutional Outflows
(last 12 months)
$3.66B
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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
9/9/2026 Sequoia Financial Advisors LLC14,657$738K0.0%+34.6%0.004%
9/9/2026 Cahill Financial Advisors Inc.35,412$1.78M0.2%-1.1%0.010%
9/9/2026 Lunt Capital Management Inc.923,539$46.50M17.0%+8.4%0.253%
9/9/2026 Capital Analysts LLC121,641$6.12M0.1%+12.7%0.033%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC49,194$2.48M0.1%-36.9%0.014%
9/9/2026 NorthRock Partners LLC52,172$2.63M0.0%-15.0%0.014%
9/9/2026 Integrated Wealth Concepts LLC54,938$2.77M0.0%-25.4%0.015%
9/9/2026 RFG Advisory LLC43,662$2.20M0.0%-19.3%0.012%
9/9/2026 NewEdge Advisors LLC838,877$42.24M0.1%-9.1%0.230%
9/9/2026 IFP Advisors Inc68,117$3.43M0.1%-41.5%0.019%
9/9/2026 Baird Financial Group Inc.225,044$11.33M0.0%-17.4%0.062%
9/9/2026 XY Planning Network Inc.23,617$1.19M0.1%+1.3%0.006%
9/8/2026 Mraz Amerine & Associates Inc.859,642$43.28M6.0%+4.5%0.236%
9/8/2026 Allworth Financial LP64,996$3.27M0.0%+5.5%0.018%
9/8/2026 Waverly Advisors LLC60,924$3.07M0.0%-6.5%0.017%
9/2/2026 Second Line Capital LLC111,437$5.61M1.0%+2.1%0.031%
8/27/2026 Corient Private Wealth LP111,125$5.60M0.0%+168.6%0.030%
8/27/2026 Tucker Asset Management LLC43,283$2.18M0.5%+30.4%0.012%
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%
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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%
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%
5/20/2026 January 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%
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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%


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 662 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 53,426,326 shares in the last 24 months. This purchase volume represents approximately $2.69B in transactions.

Of the 325 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 72,748,642 shares in the last 24 months. This volume of shares sold represents approximately $3.66B in transactions.


Related Companies

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 9/9/2026. New 13F filings are added each quarter as they're published.
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