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WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) Institutional Ownership

WisdomTree Bloomberg Floating Rate Treasury Fund logo
$50.42 +0.03 (+0.06%)
Closing price 04/17/2025 04:10 PM Eastern
Extended Trading
$50.44 +0.02 (+0.05%)
As of 04/17/2025 06:22 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 Polygon.io. Learn more.
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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)
439
Total
Institutional Inflows
(last 12 months)
$3.55B
Number of
Institutional Sellers
(last 12 months)
298
Total
Institutional Outflows
(last 12 months)
$2.39B
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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
4/17/2025Robertson Stephens Wealth Management LLC9,927$500K0.0%+22.2%0.003%
4/17/2025Mason & Associates Inc227,753$11.46M2.8%-23.2%0.062%
4/17/2025Carlton Hofferkamp & Jenks Wealth Management LLC18,749$945K0.4%-1.3%0.005%
4/17/2025Sowell Financial Services LLC52,162$2.63M0.1%+2.0%0.014%
4/17/2025Janney Montgomery Scott LLC57,448$2.89M0.0%-6.4%0.016%
4/17/2025Mission Wealth Management LP1,277,010$64.27M1.6%-6.6%0.349%
4/17/2025Authentikos Wealth Advisory LLC10,656$536K0.4%+29.4%0.003%
4/17/2025Morton Capital Management LLC CA1,387,489$69.83M13.5%-7.6%0.380%
4/17/2025Exchange Traded Concepts LLC114,315$5.75M0.1%-18.8%0.031%
4/17/2025SFM LLC193,294$9.73M7.2%N/A0.053%
4/17/2025Dynamic Advisor Solutions LLC5,501$277K0.0%N/A0.002%
4/16/2025 Avaii Wealth Management LLC27,170$1.37M0.7%+1.5%0.007%
4/16/2025 IAG Wealth Partners LLC18,819$947K0.1%-44.3%0.005%
4/16/2025 Wealth Enhancement Advisory Services LLC780,738$39.29M0.1%-4.6%0.214%
4/16/2025 Goldstone Financial Group LLC73,936$3.72M0.6%+1.5%0.020%
4/16/2025 Defined Wealth Management LLC8,484$427K0.3%+7.1%0.002%
4/16/2025 Sanchez Wealth Management Group197,082$9.92M2.7%+3.8%0.054%
4/16/2025 Fortitude Family Office LLC469,768$23.64M8.4%+601.1%0.129%
4/16/2025 Defined Financial Planning LLC26,586$1.34M1.4%+5.8%0.007%
4/15/2025 GPS Wealth Strategies Group LLC46,451$2.34M0.3%-38.1%0.013%
4/15/2025 Fifth Third Bancorp1,923$97K0.0%-11.9%0.001%
4/15/2025 Simon Quick Advisors LLC4,266$215K0.0%-41.2%0.001%
4/15/2025 Capital Advisors Ltd. LLC14,729$741K0.1%-2.9%0.004%
4/15/2025 Christian Investment Advisors Inc.146,268$7.37M5.1%+3.6%0.040%
4/15/2025 Laurel Wealth Advisors LLC145,798$7.34M1.1%+2.9%0.040%
4/15/2025 Focus Financial Network Inc.94,737$4.77M0.2%+4.7%0.026%
4/15/2025 Charis Legacy Partners LLC4,688$236K0.4%-35.4%0.001%
4/15/2025 Integrated Advisors Network LLC40,245$2.03M0.1%+11.9%0.011%
4/15/2025 Simplicity Wealth LLC8,831$444K0.0%+33.5%0.002%
4/15/2025 Wealthcare Capital Management LLC1,610,304$81.05M8.2%-0.2%0.441%
4/15/2025 Wealthcare Advisory Partners LLC499,144$25.12M0.7%+7.0%0.137%
4/15/2025 Signet Financial Management LLC161,379$8.12M1.1%-6.2%0.044%
4/15/2025 Fourpath Capital Management LLC411,862$20.73M3.6%N/A0.113%
4/14/2025 Parisi Gray Wealth Management217,445$10.94M3.6%+21.2%0.060%
4/14/2025 Pallas Capital Advisors LLC221,924$11.17M0.5%+19.0%0.061%
4/14/2025 Farther Finance Advisors LLC14,334$721K0.0%+89.0%0.004%
4/14/2025 Park Avenue Securities LLC79,883$4.02M0.0%+201.8%0.022%
4/14/2025 Wealthcare Capital Partners LLC775,027$39.01M20.1%+0.1%0.212%
4/14/2025 Moulton Wealth Management Inc.345,079$17.37M13.2%+19.4%0.094%
4/14/2025 Miracle Mile Advisors LLC7,389$372K0.0%-73.4%0.002%
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4/11/2025 Impact Capital Partners LLC31,268$1.57M0.6%-6.6%0.009%
4/11/2025 First National Corp MA ADV330,401$16.63M3.7%+7.2%0.090%
4/11/2025 MKT Advisors LLC20,494$1.03M0.5%+5.7%0.006%
4/11/2025 Procyon Advisors LLC176,492$8.88M0.5%+595.2%0.048%
4/11/2025 Permanent Capital Management LP494,472$24.89M7.1%+4.1%0.135%
4/11/2025 Melone Private Wealth LLC379,612$19.11M10.0%-13.4%0.104%
4/11/2025 Magnus Financial Group LLC84,554$4.26M0.4%-15.8%0.023%
4/11/2025 Insight Advisors LLC PA18,094$911K0.2%-39.1%0.005%
4/11/2025 MRA Advisory Group7,329$369K0.2%+79.7%0.002%
4/10/2025 Retireful LLC58,908$2.96M2.9%-21.2%0.016%
4/10/2025 Fermata Advisors LLC37,995$1.91M0.3%+1.7%0.010%
4/10/2025 HF Advisory Group LLC28,085$1.41M0.6%+7.1%0.008%
4/10/2025 Beacon Financial Group115,316$5.80M0.6%-14.0%0.032%
4/10/2025 Warren Street Wealth Advisors LLC79,849$4.02M1.6%+12.7%0.022%
4/10/2025 Matrix Trust Co611,316$30.77M5.2%-13.4%0.167%
4/10/2025 GenWealth Group Inc.5,843$294K0.1%+38.6%0.002%
4/10/2025 Veracity Capital LLC4,899$247K0.1%N/A0.001%
4/10/2025 Iams Wealth Management LLC8,161$411K0.2%+22.1%0.002%
4/10/2025 CGN Advisors LLC17,056$858K0.1%-2.1%0.005%
4/10/2025 Smith Anglin Financial LLC19,822$998K0.1%N/A0.005%
4/9/2025 Leibman Financial Services Inc.291,160$14.65M11.4%+15.9%0.080%
4/9/2025 RFG Advisory LLC69,331$3.49M0.1%-61.7%0.019%
4/9/2025 Merit Financial Group LLC187,242$9.42M0.1%-24.7%0.051%
4/9/2025 Anderson Hoagland & Co.270,649$13.63M1.7%-0.5%0.074%
4/9/2025 Flagstar Advisors Inc.16,434$827K0.2%+3.9%0.004%
4/9/2025 Integrated Capital Management Inc.24,947$1.26M1.0%+19.0%0.007%
4/9/2025 NBC Securities Inc.5,387$271K0.0%+59,755.6%0.001%
4/9/2025 Fiduciary Alliance LLC6,000$302K0.0%N/A0.002%
4/9/2025 Legacy Wealth Asset Management LLC32,564$1.64M0.5%+1.0%0.009%
4/9/2025 Castle Rock Wealth Management LLC193,327$9.73M2.6%+51.5%0.053%
4/8/2025 Cascade Investment Advisors Inc.13,462$678K0.5%+20.2%0.004%
4/8/2025 Spartan Planning & Wealth Management22,551$1.14M1.1%-7.1%0.006%
4/8/2025 Private Client Services LLC7,356$370K0.2%+21.8%0.002%
4/4/2025 Webster Bank N. A.515,834$25.96M2.9%-16.7%0.141%
4/2/2025 Global Wealth Strategies & Associates677$34K0.0%-98.4%0.000%
4/1/2025 Hobart Private Capital LLC76,470$3.85M1.0%+1.4%0.021%
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%
3/12/2025Centaurus 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%
3/4/2025Comprehensive Money Management Services LLC32,599$1.64M1.4%N/A0.009%
3/3/2025Cim LLC82,677$4.16M0.6%+1.8%0.024%
2/27/2025XY Planning Network Inc.21,447$1.08M0.8%N/A0.006%
2/26/2025LifeWealth Investments LLC126,122$6.35M4.2%N/A0.036%
2/25/2025Heck Capital Advisors LLC220,195$11.08M0.7%N/A0.063%
2/25/2025B. 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%
2/25/2025Chokshi & Queen Wealth Advisors Inc6,430$324K0.2%N/A0.002%
2/24/2025Great Valley Advisor Group Inc.59,500$2.99M0.1%+60.1%0.017%
2/21/2025Vermillion Wealth Management Inc.858$43K0.0%N/A0.000%
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2/19/2025Columbia River Financial Group LLC22,601$1.14M0.8%N/A0.007%
2/19/2025WCG Wealth Advisors LLC126,788$6.38M0.4%+128.9%0.037%
2/18/2025BIP Alliance LLC84,141$4.23M1.8%N/A0.024%
2/18/2025GTS Securities LLC32,181$1.62M0.1%+4.2%0.009%
2/18/2025JT Stratford LLC43,264$2.18M0.4%+3.6%0.012%
2/18/2025Novem Group176,126$8.86M1.3%N/A0.051%
2/18/2025First Heartland Consultants Inc.12,869$648K0.1%-73.1%0.004%
2/17/2025US Financial Advisors LLC120,533$6.07M1.9%+39.4%0.035%
2/17/2025Waverly Advisors LLC85,219$4.29M0.1%-15.7%0.025%
2/17/2025Tidal Investments LLC4,040$203K0.0%-81.3%0.001%
(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, 699 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 641 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 175,671,987 shares in the last 24 months. This purchase volume represents approximately $8.84B in transactions.

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

Of the 419 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 86,668,975 shares in the last 24 months. This volume of shares sold represents approximately $4.36B in transactions.


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This page (NYSEARCA:USFR) was last updated on 4/18/2025 by MarketBeat.com Staff
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