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WisdomTree Floating Rate Treasury Fund (USFR) Institutional Ownership

WisdomTree Floating Rate Treasury Fund logo
$50.38 +0.01 (+0.01%)
As of 11:59 AM 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)
426
Total
Institutional Inflows
(last 12 months)
$3.33B
Number of
Institutional Sellers
(last 12 months)
346
Total
Institutional Outflows
(last 12 months)
$3.88B
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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
7/10/2026 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%
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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%
6/3/2026NewEdge 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%
5/22/2026Verus 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%
5/19/2026 Ashton 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%
5/18/2026 EverSource 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%
5/8/2026 Alpha 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%
5/7/2026 Continuum 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%
5/6/2026 GatePass 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%
5/6/2026 Assetmark Inc.623,069$31.37M0.1%+2.0%0.185%
5/6/2026 Independent Financial Group LLC59,402$2.99M0.1%N/A0.018%
5/6/2026 Smart 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%
5/5/2026 D.A. Davidson & CO.128,831$6.49M0.0%-0.2%0.038%
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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%
5/5/2026 Conservest Capital Advisors Inc.63,034$3.17M0.3%+562.1%0.019%


USFR Institutional Ownership - Frequently Asked Questions

During the previous two years, 735 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 667 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 66,106,377 shares in the last 24 months. This purchase volume represents approximately $3.33B in transactions.

Of the 346 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 ($14.45M), 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 77,163,193 shares in the last 24 months. This volume of shares sold represents approximately $3.88B in transactions.


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This page (NYSEARCA:USFR) was last updated on 8/3/2026 by MarketBeat.com Staff.
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