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WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) Institutional Ownership

WisdomTree Bloomberg Floating Rate Treasury Fund logo
$50.46 +0.01 (+0.02%)
As of 01/21/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree Bloomberg Floating Rate Treasury Fund (NYSEARCA:USFR)

Number of
Institutional Buyers
(last 12 months)
368
Total
Institutional Inflows
(last 12 months)
$2.45B
Number of
Institutional Sellers
(last 12 months)
262
Total
Institutional Outflows
(last 12 months)
$1.88B
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USFR Institutional Buying and Selling by Quarter

WisdomTree Bloomberg 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
1/21/2025MKT Advisors LLC19,385$978K0.4%+11.9%0.006%
1/21/2025Embree Financial Group33,582$1.69M0.3%-18.7%0.010%
1/21/2025Avaii Wealth Management LLC26,763$1.35M0.7%-2.7%0.008%
1/21/2025Andina Capital Management LLC50,008$2.52M2.1%-45.4%0.014%
1/21/2025Anderson Hoagland & Co.271,950$13.72M1.4%+16.4%0.078%
1/21/2025Flagship Harbor Advisors LLC212,031$10.67M0.6%-14.6%0.061%
1/21/2025B.O.S.S. Retirement Advisors LLC14,555$732K0.2%N/A0.004%
1/21/2025GSB Wealth Management LLC268,163$13.49M3.5%-6.3%0.077%
1/21/2025Geneos Wealth Management Inc.185,827$9.35M0.3%-28.2%0.054%
1/21/2025Fifth Third Bancorp2,182$110K0.0%-66.5%0.001%
1/21/2025McGuire Investment Group LLC526,626$26.50M3.8%0.0%0.152%
1/21/2025Euro Pacific Asset Management LLC6,906$348K0.1%-37.1%0.002%
1/21/2025Exchange Traded Concepts LLC140,765$7.08M0.1%N/A0.041%
1/21/2025Encompass More Asset Management599,245$30.15M9.9%+56.4%0.173%
1/21/2025RFG Advisory LLC180,860$9.10M0.3%+22.1%0.052%
1/21/2025Team Financial Group LLC423,514$21.31M12.7%+1.2%0.122%
1/17/2025 Capital Planning Advisors LLC934,830$47.04M7.3%-33.7%0.269%
1/17/2025 Inspire Investing LLC355,100$17.87M2.0%+3.4%0.102%
1/17/2025 Whalen Wealth Management Inc.27,691$1.39M1.0%+15.4%0.008%
1/17/2025 Avior Wealth Management LLC16,380$824K0.0%+10.3%0.005%
1/17/2025 Mutual Advisors LLC10,250$517K0.0%-10.7%0.003%
1/17/2025 First PREMIER Bank26,758$1.35M0.3%+3.2%0.008%
1/17/2025 Janney Montgomery Scott LLC61,376$3.09M0.0%-8.0%0.018%
1/17/2025 Magnus Financial Group LLC100,450$5.06M0.5%-28.4%0.029%
1/17/2025 Simon Quick Advisors LLC7,258$365K0.0%+63.3%0.002%
1/17/2025 Sheets Smith Wealth Management10,587$533K0.1%-5.1%0.003%
1/17/2025 Atomi Financial Group Inc.8,029$404K0.0%+54.2%0.002%
1/17/2025 Segment Wealth Management LLC15,535$782K0.1%-37.1%0.004%
1/16/2025 Sugar Maple Asset Management LLC2,060$104K0.1%N/A0.001%
1/16/2025 UMB Bank n.a.28,185$1.42M0.0%-18.9%0.008%
1/16/2025 Smart Money Group LLC84,085$4.23M1.5%+11.9%0.024%
1/16/2025 Annex Advisory Services LLC20,084$1.01M0.0%-99.4%0.006%
1/16/2025 Moulton Wealth Management Inc.288,932$14.54M11.2%-25.7%0.083%
1/16/2025 Bernardo Wealth Planning LLC95,153$4.80M1.1%+2.4%0.027%
1/15/2025 HF Advisory Group LLC26,219$1.32M0.6%+11.6%0.008%
1/15/2025 Ameritas Advisory Services LLC116,601$5.87M0.2%+12.0%0.034%
1/15/2025 CGN Advisors LLC17,419$877K0.1%+14.2%0.005%
1/15/2025 Stonekeep Investments LLC450,433$22.67M16.9%-8.4%0.130%
1/15/2025 Arkadios Wealth Advisors8,264$416K0.0%-9.6%0.002%
1/15/2025 Sax Wealth Advisors LLC8,026$404K0.0%+3.6%0.002%
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1/15/2025 Merit Financial Group LLC248,759$12.52M0.2%+16.2%0.072%
1/15/2025 Grant GrossMendelsohn LLC46,212$2.33M1.2%-9.2%0.013%
1/15/2025 Wealthcare Advisory Partners LLC466,290$23.46M0.7%+20.1%0.134%
1/15/2025 Wealthcare Capital Management LLC1,612,975$81.17M8.2%+7.6%0.465%
1/15/2025 Procyon Advisors LLC25,389$1.28M0.1%+24.9%0.007%
1/15/2025 Goldstone Financial Group LLC72,810$3.66M0.6%+4.4%0.021%
1/15/2025 Lauer Wealth LLC374,013$18.82M12.4%-29.4%0.108%
1/15/2025 Morton Capital Management LLC CA1,502,290$75.60M14.2%+25.3%0.433%
1/15/2025 Fermata Advisors LLC37,357$1.88M0.4%-1.7%0.011%
1/15/2025 Retireful LLC74,788$3.76M2.1%+50.2%0.022%
1/15/2025 Legacy Wealth Asset Management LLC32,230$1.62M0.4%+1.2%0.009%
1/14/2025 Mason & Associates Inc296,590$14.92M3.5%+55.6%0.085%
1/14/2025 SignalPoint Asset Management LLC7,663$386K0.1%-38.2%0.002%
1/14/2025 HCR Wealth Advisors4,309$217K0.0%N/A0.001%
1/14/2025 Apella Capital LLC6,115$308K0.0%-48.6%0.002%
1/14/2025 Laurel Wealth Advisors LLC141,723$7.13M1.1%+0.6%0.041%
1/14/2025 Park Avenue Securities LLC26,469$1.33M0.0%+28.3%0.008%
1/14/2025 Melone Private Wealth LLC438,385$22.06M11.4%+62.3%0.126%
1/14/2025 Integrated Capital Management Inc.20,970$1.06M0.8%-3.7%0.006%
1/14/2025 Sharper & Granite LLC239,600$12.06M5.3%+0.5%0.069%
1/14/2025 Cardinal Point Capital Management ULC1,411,245$71.01M11.3%+3.6%0.406%
1/14/2025 MRA Advisory Group4,078$205K0.1%N/A0.001%
1/14/2025 Professional Financial Advisors LLC49,526$2.49M0.6%+54.1%0.014%
1/13/2025 Leibman Financial Services Inc.251,115$12.64M9.2%+30.1%0.072%
1/13/2025 PSI Advisors LLC7,880$397K0.1%N/A0.002%
1/13/2025 AdvisorNet Financial Inc2,288$115K0.0%N/A0.001%
1/13/2025 Signet Financial Management LLC171,983$8.65M1.1%+8.2%0.050%
1/13/2025 Parisi Gray Wealth Management179,443$9.03M2.9%+17.8%0.052%
1/13/2025 Pallas Capital Advisors LLC186,516$9.39M0.4%+56.3%0.054%
1/13/2025 Miracle Mile Advisors LLC27,770$1.40M0.0%+110.0%0.008%
1/13/2025 Ehrlich Financial Group13,738$691K0.5%+7.3%0.004%
1/13/2025 Friedenthal Financial1,407$71K0.0%-49.5%0.000%
1/13/2025 Eastern Bank1,685$85K0.0%N/A0.000%
1/13/2025 Elmwood Wealth Management Inc.163,350$8.22M3.3%+131.8%0.047%
1/13/2025 Harbour Capital Advisors LLC8,900$448K0.1%-7.3%0.003%
1/13/2025 Westmount Partners LLC43,836$2.21M0.7%+1.4%0.013%
1/13/2025 Envision Financial LLC135,395$6.81M5.5%N/A0.039%
1/13/2025 Matrix Trust Co706,162$35.53M6.2%N/A0.203%
1/10/2025 Ridgewood Investments LLC2,197$111K0.1%-8.3%0.001%
1/10/2025 Wealth Enhancement Advisory Services LLC846,820$42.53M0.1%-0.3%0.244%
1/10/2025 ORG Partners LLC13,289$669K0.1%+110.6%0.004%
1/10/2025 Fortitude Family Office LLC67,009$3.37M1.2%-20.4%0.019%
1/8/2025 Private Client Services LLC6,040$304K0.2%N/A0.002%
1/8/2025 Weaver Consulting Group11,305$569K0.2%+40.3%0.003%
1/7/2025 Spartan Planning & Wealth Management24,287$1.22M1.1%N/A0.007%
1/3/2025 Versant Capital Management Inc3,800$191K0.0%N/A0.001%
1/2/2025 Global Wealth Strategies & Associates41,825$2.11M0.7%-71.4%0.012%
12/26/2024JPMorgan Chase & Co.19,518,589$980.22M0.1%+23.2%5.621%
12/13/2024B. Riley Wealth Advisors Inc.30,689$1.54M0.0%-6.3%0.009%
11/25/2024Tidal Investments LLC21,651$1.09M0.0%-55.3%0.006%
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11/25/2024Wilmington Savings Fund Society FSB2,800$141K0.0%N/A0.001%
11/25/2024World Investment Advisors LLC19,015$955K0.0%+104.4%0.005%
11/25/2024Sanctuary Advisors LLC237,544$11.98M0.1%+100.7%0.068%
11/22/2024Eaton Financial Holdings Company LLC194,751$9.78M4.0%N/A0.056%
11/21/2024SkyView Investment Advisors LLC60,481$3.04M0.5%-30.6%0.017%
11/18/2024Titan Managers LLC243,239$12.22M19.2%-1.2%0.070%
11/15/2024Prestige Wealth Management Group LLC56,206$2.82M0.6%-20.1%0.016%
11/15/2024MML Investors Services LLC144,456$7.26M0.0%-48.5%0.042%
11/15/2024Main Management LLC5,320$267K0.0%-4.0%0.002%
11/15/2024Kensington Investment Counsel LLC6,446$324K0.1%N/A0.002%
(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, 632 institutional investors and hedge funds held shares of WisdomTree Bloomberg Floating Rate Treasury Fund. The most heavily invested institutionals were Bank of America Corp DE ($1.65B), Morgan Stanley ($1.08B), JPMorgan Chase & Co. ($980.22M), Summit Trail Advisors LLC ($888.59M), LPL Financial LLC ($648.00M), Ameriprise Financial Inc. ($500.89M), and Freestone Capital Holdings LLC ($452.21M).Learn more on USFR's institutional investors.

Which institutional investors have been buying WisdomTree Bloomberg Floating Rate Treasury Fund stock?

Of the 584 institutional investors that purchased WisdomTree Bloomberg Floating Rate Treasury Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($20.72M), Bank of America Corp DE ($13.26M), Summit Trail Advisors LLC ($12.44M), Freestone Capital Holdings LLC ($9.00M), BIP Wealth LLC ($7.50M), Portside Wealth Group LLC ($7.44M), and LPL Financial LLC ($5.63M).

How much institutional buying is happening at WisdomTree Bloomberg Floating Rate Treasury Fund?

Institutional investors have bought a total of 184,804,989 shares in the last 24 months. This purchase volume represents approximately $9.29B in transactions.

Which WisdomTree Bloomberg Floating Rate Treasury Fund major shareholders have been selling company stock?

Of the 374 institutional investors that sold WisdomTree Bloomberg Floating Rate Treasury Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Summit Trail Advisors LLC ($9.22M), Venturi Wealth Management LLC ($4.35M), Annex Advisory Services LLC ($3.50M), Signature Estate & Investment Advisors LLC ($3.25M), Richard Bernstein Advisors LLC ($2.33M), Osaic Holdings Inc. ($2.23M), and Cerity Partners LLC ($1.46M).

How much institutional selling is happening at WisdomTree Bloomberg Floating Rate Treasury Fund?

Institutional investors have sold a total of 70,707,290 shares in the last 24 months. This volume of shares sold represents approximately $3.56B in transactions.


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This page (NYSEARCA:USFR) was last updated on 1/22/2025 by MarketBeat.com Staff
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