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WisdomTree Floating Rate Treasury Fund (USFR) Institutional Ownership

WisdomTree Floating Rate Treasury Fund logo
$50.40 +0.01 (+0.02%)
Closing price 10/2/2026 04:10 PM Eastern
Extended Trading
$50.40 +0.01 (+0.01%)
As of 10/2/2026 07:58 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)
$2.68B
Number of
Institutional Sellers
(last 12 months)
324
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
10/2/2026 Private Client Services LLC6,250$315K0.1%N/A0.002%
10/1/2026 Stonebridge Financial Group LLC407,606$20.54M1.5%-10.2%0.103%
9/23/2026Envestnet Portfolio Solutions Inc.21,935$1.10M0.0%+1.1%0.006%
9/23/2026Envestnet Asset Management Inc.1,157,916$58.30M0.0%-8.2%0.299%
9/9/2026Sequoia Financial Advisors LLC14,657$738K0.0%+34.6%0.004%
9/9/2026Cahill Financial Advisors Inc.35,412$1.78M0.2%-1.1%0.010%
9/9/2026Lunt Capital Management Inc.923,539$46.50M17.0%+8.4%0.253%
9/9/2026Capital Analysts LLC121,641$6.12M0.1%+12.7%0.033%
9/9/2026Pinnacle Wealth Management Advisory Group LLC49,194$2.48M0.1%-36.9%0.014%
9/9/2026NorthRock Partners LLC52,172$2.63M0.0%-15.0%0.014%
9/9/2026Integrated Wealth Concepts LLC54,938$2.77M0.0%-25.4%0.015%
9/9/2026RFG Advisory LLC43,662$2.20M0.0%-19.3%0.012%
9/9/2026NewEdge Advisors LLC838,877$42.24M0.1%-9.1%0.230%
9/9/2026IFP Advisors Inc68,117$3.43M0.1%-41.5%0.019%
9/9/2026Baird Financial Group Inc.225,044$11.33M0.0%-17.4%0.062%
9/9/2026XY Planning Network Inc.23,617$1.19M0.1%+1.3%0.006%
9/8/2026Mraz Amerine & Associates Inc.859,642$43.28M6.0%+4.5%0.236%
9/8/2026Allworth Financial LP64,996$3.27M0.0%+5.5%0.018%
9/8/2026Waverly Advisors LLC60,924$3.07M0.0%-6.5%0.017%
9/2/2026Second Line Capital LLC111,437$5.61M1.0%+2.1%0.031%
8/27/2026Corient Private Wealth LP111,125$5.60M0.0%+168.6%0.030%
8/27/2026Tucker Asset Management LLC43,283$2.18M0.5%+30.4%0.012%
8/23/2026Ameritas Advisory Services LLC107,950$5.44M0.1%+44.2%0.030%
8/23/2026Guardian Wealth Advisors LLC NC280,466$14.12M0.8%+1.9%0.077%
8/23/2026Kintra Wealth LLC57,980$2.92M0.2%N/A0.016%
8/23/2026Melone Private Wealth LLC332,125$16.72M5.2%-22.0%0.091%
8/22/2026Advisory Solutions Group LLC24,323$1.23M0.4%N/A0.007%
8/22/2026Compass Financial Management LLC172,864$8.71M1.0%N/A0.047%
8/22/2026NBH Bank1,198$60K0.0%N/A0.000%
8/22/2026Highland Investment Advisors LLC204,983$10.32M4.5%N/A0.056%
8/22/2026TD Waterhouse Canada Inc.5,885$296K0.0%+98.1%0.002%
8/22/2026Kickstand Ventures LLC.18,368$925K0.2%+4.9%0.005%
8/22/2026Concurrent Investment Advisors LLC388,536$19.56M0.2%-0.1%0.107%
8/21/2026Mason & Associates Inc238,592$12.01M1.9%+50.3%0.065%
8/21/2026Andina Capital Management LLC96,975$4.88M7.9%+21.1%0.027%
8/21/2026Retireful LLC17,568$885K0.8%-14.3%0.005%
8/20/2026Wedbush Securities Inc.77,703$5.80M0.1%+272.3%0.021%
8/12/2026Compass Financial Management LLC172,864$8.71M1.0%N/A0.047%
7/10/2026Envision Financial LLC317,105$15.97M7.4%+11.1%0.090%
7/10/2026Annex Advisory Services LLC7,685$387K0.0%-28.8%0.002%
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7/10/2026Insight Wealth Strategies LLC10,106$509K0.0%N/A0.003%
7/10/2026Nvest Wealth Strategies Inc.4,188$211K0.1%+43.9%0.001%
7/10/2026GenWealth Group Inc.13,500$680K0.1%-4.2%0.004%
7/10/2026Stonekeep Investments LLC244,549$12.31M7.2%-26.5%0.069%
7/10/2026G&S Capital LLC73,729$3.71M1.1%+815.3%0.021%
7/10/2026Wealthcare Advisory Partners LLC359,365$18.09M0.3%+0.4%0.102%
7/9/2026Charis Legacy Partners LLC69,740$3.51M4.3%-19.3%0.020%
7/9/2026Ares Financial Consulting LLC148,386$7.47M5.2%-5.4%0.042%
7/9/2026Matrix Trust Co556,808$28.04M4.1%+4,919.5%0.158%
7/9/2026Wealthcare Capital Partners LLC647,400$32.60M13.5%-0.6%0.183%
7/9/2026Professional Financial Advisors LLC10,511$529K0.1%-6.9%0.003%
7/9/2026Focus Financial Network Inc.74,197$3.74M0.1%-3.4%0.021%
7/9/2026Wealthcare Capital Management LLC153,027$7.71M0.7%-17.2%0.043%
7/9/2026Melone Private Wealth LLC332,125$16.72M6.4%-22.0%0.094%
7/9/2026Allied Private Wealth LLC1,532$77K0.0%N/A0.000%
7/9/2026HF Advisory Group LLC33,560$1.69M0.5%+3.7%0.009%
7/9/2026Sax Wealth Advisors LLC26,565$1.34M0.0%+5.0%0.008%
7/8/2026First Heartland Consultants Inc.30,944$1.56M0.1%+7.6%0.009%
7/8/2026Castle Rock Wealth Management LLC226,840$11.42M2.2%-4.3%0.064%
7/8/2026Elmwood Wealth Management Inc.114,744$5.78M1.4%-26.1%0.032%
7/8/2026Apella Capital LLC5,431$274K0.0%-12.8%0.002%
7/8/2026Midwest Financial Network LLC9,494$478K0.3%-14.4%0.003%
7/8/2026Integrated Capital Management Inc.34,001$1.71M1.2%+9.0%0.010%
7/7/2026Fermata Advisors LLC50,944$2.57M0.5%-6.1%0.014%
7/7/2026SFM LLC320,992$16.16M8.3%+73.5%0.091%
7/7/2026Balefire LLC4,233$213K0.0%-14.6%0.001%
7/7/2026Avior Wealth Management LLC14,748$743K0.0%-11.6%0.004%
7/7/2026Value Investment Professionals LLC222,193$11.19M9.5%N/A0.063%
7/7/2026CoreCap Advisors LLC1,291$65K0.0%-13.4%0.000%
7/7/2026Anderson Hoagland & Co.163,902$8.25M0.6%-11.2%0.046%
7/7/2026Moulton Wealth Management Inc.268,033$13.50M9.0%-41.1%0.076%
7/6/2026Hobart Private Capital LLC113,483$5.71M1.0%+3.0%0.032%
7/6/2026Vigilare 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%
6/4/2026Town Capital LLC121,979$6.14M5.0%+27.7%0.036%
6/4/2026Midwest 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%
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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%


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 53,363,765 shares in the last 24 months. This purchase volume represents approximately $2.68B in transactions.

Of the 324 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 72,741,956 shares in the last 24 months. This volume of shares sold represents approximately $3.66B 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 10/2/2026. New 13F filings are added each quarter as they're published.
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