USFR
WisdomTree Floating Rate Treasury Fund$50.40-0.01 (-0.02%)Financial ServicesNYSE_ARCA
Institutional Holders
50
as of Q4 2025
Total Shares Held
InfinityB
Total Value
$7.198224838000646e+261T
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TD Capital Management LLC | 143,049 | $7.2B | 0.64% | Share |
| 2 | MORGAN STANLEY | 16,653,515 | $838.0M | 0.05% | Share |
| 3 | LPL Financial LLC | 12,854,447 | $646.0M | 0.18% | Share |
| 4 | Summit Trail Advisors, LLC | 8,595,674 | $432.0M | 7.47% | Share |
| 5 | NewEdge Wealth, LLC | 8,330,402 | $419.2M | 4.74% | Share |
| 6 | BANK OF AMERICA CORP /DE/ | 8,109,407 | $408.0M | 0.03% | Share |
| 7 | CAPTRUST FINANCIAL ADVISORS | 7,196,392 | $362.0M | 0.69% | Share |
| 8 | UBS Group AG | 5,633,705 | $283.5M | 0.05% | Share |
| 9 | BIP Wealth, LLC | 5,306,058 | $267.0M | 9.42% | Share |
| 10 | RAYMOND JAMES FINANCIAL INC | 4,341,465 | $218.0M | 0.07% | Share |
| 11 | BANK OF AMERICA CORP /DE/ | 3,270,253 | $164.0M | 0.01% | Share |
| 12 | AMERIPRISE FINANCIAL INC | 3,182,814 | $160.0M | 0.04% | Share |
| 13 | BANK OF AMERICA CORP /DE/ | 3,002,109 | $151.0M | 0.01% | Share |
| 14 | ROYAL BANK OF CANADA | 2,905,801 | $146.0M | 0.02% | Share |
| 15 | RAYMOND JAMES FINANCIAL INC | 2,744,528 | $138.0M | 0.04% | Share |
| 16 | Serenus Wealth Advisors, LLC | 2,603,474 | $131.0M | 25.36% | Share |
| 17 | HighTower Advisors, LLC | 2,379,078 | $119.0M | 0.13% | Share |
| 18 | WELLS FARGO & COMPANY/MN | 2,362,162 | $118.0M | 0.02% | Share |
| 19 | Cetera Investment Advisers | 2,194,779 | $110.0M | 0.12% | Share |
| 20 | Private Advisor Group, LLC | 1,989,353 | $100.0M | 0.47% | Share |
| 21 | IHT Wealth Management, LLC | 1,915,280 | $96.0M | 2.33% | Share |
| 22 | Morton Capital Management LLC/CA | 1,657,263 | $83.4M | 12.81% | Share |
| 23 | Cardinal Point Capital Management ULC | 1,436,883 | $72.3M | 4.73% | Share |
| 24 | OSAIC HOLDINGS, INC. | 1,333,572 | $67.0M | 0.10% | Share |
| 25 | Rockefeller Capital Management L.P. | 1,291,801 | $65.0M | 0.12% | Share |
| 26 | DAVENPORT & Co LLC | 1,256,018 | $63.2M | 0.34% | Share |
| 27 | SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | 1,242,649 | $62.7M | 41.72% | Share |
| 28 | Wealthspire Advisors, LLC | 1,173,736 | $59.0M | 0.47% | Share |
| 29 | Kestra Advisory Services, LLC | 1,127,022 | $56.0M | 0.23% | Share |
| 30 | Global View Capital Management LLC | 1,112,762 | $56.0M | 10.44% | Share |
| 31 | Lido Advisors, LLC | 1,093,583 | $54.0M | 0.16% | Share |
| 32 | Cambridge Investment Research Advisors, Inc. | 1,047,051 | $52.0M | 0.14% | Share |
| 33 | Gladstone Institutional Advisory LLC | 1,042,952 | $52.0M | 1.96% | Share |
| 34 | WELLS FARGO & COMPANY/MN | 974,397 | $49.0M | 0.01% | Share |
| 35 | Alpine Bank Wealth Management | 961,868 | $48.4M | 6.85% | Share |
| 36 | ENVESTNET ASSET MANAGEMENT INC | 939,352 | $47.0M | 0.01% | Share |
| 37 | BLAIR WILLIAM & CO/IL | 921,644 | $46.0M | 0.12% | Share |
| 38 | COMMONWEALTH EQUITY SERVICES, LLC | 916,338 | $46.0M | 0.06% | Share |
| 39 | Lunt Capital Management, Inc. | 892,868 | $44.9M | 16.83% | Share |
| 40 | KESTRA PRIVATE WEALTH SERVICES, LLC | 847,378 | $42.6M | 0.53% | Share |
| 41 | Steward Partners Investment Advisory, LLC | 830,825 | $41.0M | 0.22% | Share |
| 42 | STIFEL FINANCIAL CORP | 807,882 | $40.0M | 0.04% | Share |
| 43 | JPMORGAN CHASE & CO | 810,319 | $40.0M | 0.00% | Share |
| 44 | McGuire Investment Group, LLC | 786,566 | $39.6M | 4.23% | Share |
| 45 | AlphaCore Capital LLC | 788,723 | $39.0M | 0.87% | Share |
| 46 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 761,791 | $38.4M | 0.05% | Share |
| 47 | Wealthcare Capital Partners, LLC | 725,811 | $36.5M | 17.11% | Share |
| 48 | Mraz, Amerine & Associates, Inc. | 718,735 | $36.2M | 5.37% | Share |
| 49 | Stonebridge Financial Group, LLC | 700,155 | $35.2M | 3.01% | Share |
| 50 | MISSION WEALTH MANAGEMENT, LP | 696,849 | $35.0M | 0.70% | Share |