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WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) Institutional Ownership

WisdomTree Bloomberg Floating Rate Treasury Fund logo
$50.32 +0.02 (+0.03%)
As of 02:17 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)
434
Total
Institutional Inflows
(last 12 months)
$3.61B
Number of
Institutional Sellers
(last 12 months)
288
Total
Institutional Outflows
(last 12 months)
$2.36B
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USFR Institutional Buying and Selling by Quarter

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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
3/19/2025DSG Capital Advisors LLC13,082$658K0.1%N/A0.004%
3/17/2025 Wealth Enhancement Advisory Services LLC818,004$41.16M0.1%-3.6%0.227%
3/12/2025 Centaurus Financial Inc.20,298$1.02M0.1%+35.6%0.006%
3/5/2025 Castle Rock Wealth Management LLC127,620$6.44M1.6%+25.7%0.037%
3/4/2025 Comprehensive Money Management Services LLC32,599$1.64M1.4%N/A0.009%
3/3/2025 Cim LLC82,677$4.16M0.6%+1.8%0.024%
2/27/2025 XY Planning Network Inc.21,447$1.08M0.8%N/A0.006%
2/26/2025 LifeWealth Investments LLC126,122$6.35M4.2%N/A0.036%
2/25/2025 Heck Capital Advisors LLC220,195$11.08M0.7%N/A0.063%
2/25/2025 B. Riley Wealth Advisors Inc.28,356$1.43M0.0%-7.6%0.008%
2/25/2025 Integrated Advisors Network LLC35,965$1.81M0.1%+3.6%0.010%
2/25/2025 Chokshi & Queen Wealth Advisors Inc6,430$324K0.2%N/A0.002%
2/24/2025 Great Valley Advisor Group Inc.59,500$2.99M0.1%+60.1%0.017%
2/21/2025 Vermillion Wealth Management Inc.858$43K0.0%N/A0.000%
2/19/2025 Columbia River Financial Group LLC22,601$1.14M0.8%N/A0.007%
2/19/2025 WCG Wealth Advisors LLC126,788$6.38M0.4%+128.9%0.037%
2/18/2025 BIP Alliance LLC84,141$4.23M1.8%N/A0.024%
2/18/2025 GTS Securities LLC32,181$1.62M0.1%+4.2%0.009%
2/18/2025 JT Stratford LLC43,264$2.18M0.4%+3.6%0.012%
2/18/2025 Novem Group176,126$8.86M1.3%N/A0.051%
2/18/2025 First Heartland Consultants Inc.12,869$648K0.1%-73.1%0.004%
2/17/2025 US Financial Advisors LLC120,533$6.07M1.9%+39.4%0.035%
2/17/2025 Waverly Advisors LLC85,219$4.29M0.1%-15.7%0.025%
2/17/2025 Tidal Investments LLC4,040$203K0.0%-81.3%0.001%
2/17/2025 Strategic Wealth Partners Ltd.12,042$607K0.1%-27.6%0.003%
2/17/2025 Snowden Capital Advisors LLC11,783$593K0.0%+67.6%0.003%
2/17/2025 Royal Bank of Canada3,218,770$161.97M0.0%+5.4%0.927%
2/17/2025 Quantinno Capital Management LP4,956$249K0.0%N/A0.001%
2/17/2025 Napa Wealth Management33,737$1.70M0.7%-23.2%0.010%
2/17/2025 Millennium Management LLC240,761$12.12M0.0%+5.3%0.069%
2/17/2025 Guardian Wealth Advisors LLC NC417,628$21.02M1.7%+147.7%0.120%
2/17/2025 Global Assets Advisory LLC46,543$2.34M1.3%+38.2%0.013%
2/17/2025 Focus Partners Wealth5,505$277K0.0%N/A0.002%
2/17/2025 Ellevest Inc.111,595$5.62M0.3%-0.7%0.032%
2/17/2025 Dunhill Financial LLC488$25K0.0%-45.8%0.000%
2/17/2025 EP Wealth Advisors LLC30,142$1.52M0.0%-5.6%0.009%
2/17/2025 Cresset Asset Management LLC54,035$2.72M0.0%-52.8%0.016%
2/17/2025 Cetera Investment Advisers1,886,319$94.92M0.2%+4.2%0.543%
2/17/2025 Cahill Financial Advisors Inc.39,612$1.99M0.3%-2.5%0.011%
2/17/2025 Captrust Financial Advisors5,093,878$256.32M0.7%+5.1%1.467%
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2/17/2025 Cardiff Park Advisors LLC3,862$194K0.0%N/A0.001%
2/17/2025 Cary Street Partners Financial LLC315,791$15.89M0.5%N/A0.091%
2/17/2025 Baird Financial Group Inc.78,068$3.93M0.0%-59.5%0.022%
2/17/2025 Bank of America Corp DE14,919,903$750.77M0.1%-2.9%4.297%
2/17/2025 Bearing Point Capital LLC3,977$200K0.0%N/A0.001%
2/17/2025 BIP Wealth LLC5,696,740$286.66M19.2%-5.2%1.641%
2/17/2025 Ameriprise Financial Inc.3,767,509$189.72M0.0%-12.1%1.085%
2/17/2025 Aptus Capital Advisors LLC304,095$15.30M0.2%+79.4%0.088%
2/17/2025 AlTi Global Inc.134,645$6.78M0.2%+25.9%0.039%
2/14/2025 Blue Rock Wealth Management LLC20,996$1.06M1.1%N/A0.006%
2/14/2025 Mercer Global Advisors Inc. ADV994,275$50.03M0.1%+1,023.0%0.286%
2/14/2025 Eagle Strategies LLC260,014$13.08M2.3%+8.1%0.075%
2/14/2025 Jane Street Group LLC182,700$9.19M0.0%+23.7%0.053%
2/14/2025 Headland Capital LLC237,249$11.94M4.1%N/A0.068%
2/14/2025 Comerica Bank70,227$3.53M0.0%-5.3%0.020%
2/14/2025 Fischer Investment Strategies LLC153,414$7.72M6.1%N/A0.044%
2/14/2025 Lido Advisors LLC1,507,440$75.85M0.3%+18,240.9%0.434%
2/14/2025 Northern Trust Corp20,478$1.03M0.0%+4.5%0.006%
2/14/2025 Berger Financial Group Inc20,996$1.06M0.1%+70.4%0.006%
2/14/2025 Capital Analysts LLC768,719$38.68M1.6%+1.0%0.221%
2/14/2025 Two Sigma Securities LLC42,760$2.15M0.3%-52.0%0.012%
2/14/2025 Kovitz Investment Group Partners LLC85,027$4.28M0.0%+2.1%0.024%
2/14/2025 Integrated Wealth Concepts LLC174,065$8.76M0.1%-30.8%0.050%
2/14/2025 MGO One Seven LLC5,716$288K0.0%-12.2%0.002%
2/14/2025 Susquehanna International Group LLP127,770$6.43M0.0%+0.8%0.037%
2/14/2025 Uniplan Investment Counsel Inc.348,728$17.55M1.6%-33.1%0.100%
2/14/2025 IHT Wealth Management LLC1,670,313$84.05M2.7%-12.3%0.481%
2/14/2025 OneDigital Investment Advisors LLC10,083$507K0.0%-39.7%0.003%
2/14/2025 Stifel Financial Corp658,860$33.15M0.0%-1.7%0.190%
2/14/2025 Transce3nd LLC17,499$881K0.3%N/A0.005%
2/14/2025 Kayne Anderson Rudnick Investment Management LLC399,549$20.10M0.0%-12.0%0.115%
2/14/2025 MML Investors Services LLC167,432$8.43M0.0%+15.9%0.048%
2/14/2025 Curi RMB Capital LLC10,220$514K0.0%+57.3%0.003%
2/14/2025 GeoWealth Management LLC116,311$5.85M0.2%+33,613.3%0.033%
2/13/2025 Tobias Financial Advisors Inc.493,119$24.81M5.0%-49.3%0.142%
2/13/2025 NewEdge Advisors LLC75,125$3.78M0.0%+6.1%0.022%
2/13/2025 Resurgent Financial Advisors LLC13,159$662K0.4%+32.1%0.004%
2/13/2025 Stenger Family Office LLC658,068$33.11M11.3%N/A0.190%
2/13/2025 Integrity Wealth Advisors Inc.18,033$907K0.7%N/A0.005%
2/13/2025 Guggenheim Capital LLC24,056$1.21M0.0%+10.8%0.007%
2/13/2025 Charis Legacy Partners LLC7,254$365K0.7%N/A0.002%
2/13/2025 Defined Financial Planning LLC25,134$1.27M1.4%N/A0.007%
2/13/2025 LaSalle St. Investment Advisors LLC10,729$539K0.2%+20.6%0.003%
2/13/2025 Belpointe Asset Management LLC24,280$1.22M0.1%-81.3%0.007%
2/13/2025 CreativeOne Wealth LLC95,992$4.83M0.1%-0.8%0.028%
2/13/2025 Mariner LLC294,905$14.84M0.0%-34.6%0.085%
2/13/2025 Trustmark National Bank Trust Department43,929$2.21M0.2%+19.9%0.013%
2/13/2025 Keystone Financial Group4,663$235K0.0%N/A0.001%
2/13/2025 Townsquare Capital LLC96,072$4.83M0.1%-20.1%0.028%
2/13/2025 Legacy Investment Solutions LLC880$44K0.0%N/A0.000%
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2/13/2025 Manhattan West Asset Management LLC58,152$2.93M0.8%+17.0%0.017%
2/13/2025 Fortis Capital Advisors LLC19,682$989K0.3%+3.5%0.006%
2/13/2025 Rockefeller Capital Management L.P.195,151$9.82M0.0%-4.3%0.056%
2/13/2025 Covestor Ltd607$31K0.0%+73.9%0.000%
2/13/2025 Advisory Services Network LLC121,603$6.12M0.1%+149.9%0.035%
2/13/2025 Renaissance Technologies LLC1,834,400$92.31M0.1%+10.7%0.528%
2/13/2025 Cerity Partners LLC166,769$8.39M0.0%+10.6%0.048%
2/13/2025 Cascades Capital Asset Management LLC113,994$5.74M3.1%+21.4%0.033%
2/13/2025 Envestnet Asset Management Inc.1,479,942$74.47M0.0%-16.6%0.426%
2/13/2025 Wells Fargo & Company MN3,459,415$174.08M0.0%-9.0%0.996%
(Data available from 1/1/2016 forward)

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USFR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USFR shares?

During the previous two years, 697 institutional investors and hedge funds held shares of WisdomTree Bloomberg Floating Rate Treasury Fund. The most heavily invested institutionals were Summit Trail Advisors LLC ($1.10B), Morgan Stanley ($1.08B), Bank of America Corp DE ($750.77M), LPL Financial LLC ($634.42M), JPMorgan Chase & Co. ($503.38M), Freestone Capital Holdings LLC ($452.21M), and UBS Group AG ($400.71M).Learn more on USFR's institutional investors.

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

Of the 640 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. ($19.93M), Summit Trail Advisors LLC ($11.21M), BIP Wealth LLC ($7.50M), Portside Wealth Group LLC ($7.44M), Freestone Capital Holdings LLC ($6.47M), Raymond James Financial Inc. ($5.71M), and Serenus Wealth Advisors LLC ($4.86M).

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

Institutional investors have bought a total of 177,911,783 shares in the last 24 months. This purchase volume represents approximately $8.95B in transactions.

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

Of the 409 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: JPMorgan Chase & Co. ($9.52M), Summit Trail Advisors LLC ($9.22M), Annex Advisory Services LLC ($3.50M), Signature Estate & Investment Advisors LLC ($3.25M), Venturi Wealth Management LLC ($3.02M), Richard Bernstein Advisors LLC ($2.33M), and Osaic Holdings Inc. ($2.23M).

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

Institutional investors have sold a total of 85,495,986 shares in the last 24 months. This volume of shares sold represents approximately $4.30B in transactions.


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This page (NYSEARCA:USFR) was last updated on 3/28/2025 by MarketBeat.com Staff
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