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Disclosery

USFR WISDOMTREE TR

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FLOATNG RAT TREA (fund)

605 managers (613 13F filers) reported a position in USFR shares at 2026-06-30, 203,616,493 shares in all. 53 filers opened a position and 44 filers sold out during the quarter.

Managers
605
13F filers
613
New
53
Added
238
Reduced
247
Sold out
44
Shares held by filers
203,616,493

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Independent Wealth Advisors LLC102,783$5.18M4.68%-8,75113F-HRTimeline
ASHTON THOMAS SECURITIES, LLC101,960$5.14M0.76%+35,98713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED101,656$5.12M0.31%-3,39513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC100,601$5.07M0.03%-4,96113F-HR/ATimeline
Western Wealth Management, LLC97,129$4.89M0.16%+11,52913F-HRTimeline
Andina Capital Management, LLC96,975$4.88M8.01%+16,90413F-HRTimeline
MGO ONE SEVEN LLC92,447$4.65M0.08%+17,86713F-HRTimeline
CIM, LLC92,422$4.65M0.6%+28913F-HRTimeline
Peck Wealth Management, LLC90,481$4.56M3.84%+62,95613F-HRTimeline
Vigilare Wealth Management89,201$4.49M1.38%-145,54913F-HRTimeline
Conservest Capital Advisors, Inc.88,897$4.48M0.36%+25,86313F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/88,816$4.47M1.44%+3,92813F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.88,800$4.47M0.18%-9,19613F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…87,482$4.4M0.63%+59113F-HRTimeline
Astoria Portfolio Advisors LLC.85,263$4.29M0.73%+50,96613F-HRTimeline
Creative Planningin group Creative Planning85,187$4.29M<0.01%+37,01113F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.82,830$4.17M0.03%+57,46513F-HRTimelineGroup
TrustWell Financial Advisors, LLC82,364$4.15M3.52%new13F-HRTimeline
F&V Capital Management, LLC82,361$4.15M0.76%-33,15013F-HRTimeline
JT Stratford LLC80,179$4.04M0.44%+3,23313F-HRTimeline
Ellevest, Inc.79,940$4.02M0.47%-10,32713F-HRTimeline
Golden State Wealth Management, LLC79,896$4.02M0.37%-73013F-HRTimeline
Curran Financial Partners, LLC79,645$4.01M0.6%-8,25413F-HRTimeline
First Financial Group Corp79,056$3.98M2.88%-2,56813F-HRTimeline
PINNACLE ASSOCIATES LTD78,103$3.93M0.04%-10,42413F-HRTimeline
M Wealth Management, LLC76,432$3.85M3.02%-4,89613F-HRTimeline
Geneos Wealth Management Inc.75,824$3.82M0.08%-9,35413F-HRTimeline
Pasadena Private Wealth, LLC74,330$3.74M0.48%+16,78313F-HRTimeline
Focus Financial Network, Inc.74,197$3.74M0.12%-2,63713F-HRTimeline
G&S Capital LLC73,729$3.71M1.08%+65,67413F-HRTimeline
NOVEM GROUP73,091$3.68M0.37%+9,80813F-HRTimeline
BEACON FINANCIAL GROUP72,489$3.65M0.33%-2,23913F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC72,483$3.65M0.43%+3,77013F-HRTimeline
Bravias Capital Group, LLC71,356$3.59M2.13%-82513F-HRTimeline
CENTAURUS FINANCIAL, INC.70,648$3.56M0.14%+62,71313F-HRTimeline
Avidian Wealth Enterprises, LLC70,407$3.54M0.1%-1,81613F-HRTimeline
Charis Legacy Partners, LLC69,740$3.51M4.32%-16,73213F-HRTimeline
Janney Montgomery Scott LLC69,632$3.51M0.01%+20,14213F-HRTimeline
IFP Advisors, Inc68,117$3.43M0.06%-48,27913F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC67,425$3.39M3.68%+31,42513F-HRTimeline
Cascades Capital Asset Management, LLC67,224$3.38M1.25%-4,41813F-HRTimeline
Foundations Investment Advisors, LLC65,229$3.28M0.03%+54,77813F-HRTimeline
Venturi Wealth Management, LLC65,051$3.28M0.13%new13F-HRTimeline
Allworth Financial LP64,996$3.27M0.01%+3,40713F-HRTimeline
Vantage Point Financial LLC64,097$3.23M0.99%-194,82513F-HRTimeline
Crestwood Advisors Group, LLC63,576$3.2M0.05%-21013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP63,387$3.19M<0.01%+6,29213F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC63,295$3.19M0.07%+4,24613F-HRTimelineGroup
GatePass Capital, LLC63,200$3.18M1.22%-9,80013F-HRTimeline
Ethos Financial Group, LLC63,170$3.18M0.21%+1,37713F-HRTimeline
Forefront Wealth Partners, LLC62,051$3.12M0.97%+19,13713F-HRTimeline
OPTIMA CAPITAL LLC61,432$3.09M1.22%+18,64913F-HRTimeline
OakTrust Wealth Advisors, LLC61,269$3.08M2.66%-8,35213F-HRTimeline
Waverly Advisors, LLC60,924$3.07M0.02%-4,20713F-HRTimeline
Gateway Wealth Partners, LLC60,116$3.03M0.18%-57,79813F-HRTimeline
Beacon Pointe Advisors, LLC60,000$3.02M0.01%new13F-HRTimeline
KINTRA WEALTH, LLC57,980$2.92M0.15%new13F-HRTimeline
TD Capital Management LLC58,030$2.92M0.24%-55,62613F-HRTimeline
DHJJ Financial Advisors, Ltd.56,871$2.86M0.83%+35,78913F-HRTimeline
Alpha Zero LLC55,165$2.78M1.05%+6,55013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC54,985$2.77M0.05%-4,41713F-HRTimeline
Integrated Wealth Concepts LLC54,938$2.77M0.02%-18,74613F-HR/ATimeline
Orion Porfolio Solutions, LLC54,787$2.76M0.02%+11,98413F-HRTimeline
Strategic Wealth Partners, Ltd.53,314$2.68M0.17%+1,94813F-HRTimeline
Smart Money Group LLC52,340$2.64M0.68%-4,39213F-HRTimeline
NorthRock Partners, LLC52,172$2.63M0.04%-9,23713F-HRTimeline
PFG Advisors51,359$2.59M0.13%-1,08613F-HRTimeline
Compass Financial Services Inc51,327$2.58M0.97%+12,33613F-HRTimeline
Portland Financial Advisors Inc50,966$2.57M4.68%+3,68513F-HRTimeline
Fermata Advisors, LLC50,944$2.57M0.52%-3,30513F-HRTimeline
Sankala Group LLC50,339$2.54M1.7%-22,53513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…50,139$2.52M0.21%-1,50213F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC49,791$2.51M0.1%-15,44213F-HRTimeline
SFMG, LLC49,340$2.48M0.15%013F-HRTimeline
Nemes Rush Group LLC49,304$2.48M0.21%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…49,194$2.48M0.15%-28,76513F-HRTimeline
Fortis Group Advisors, LLC48,319$2.43M0.39%-18,16013F-HRTimeline
National Wealth Management Group, LLC47,288$2.38M0.74%-1,16113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…47,162$2.37M<0.01%+8,87913F-HRTimelineGroup
Sowell Financial Services LLC46,693$2.35M0.08%-1,90713F-HRTimeline
AE Wealth Management LLC46,307$2.33M0.01%+37,45713F-HRTimeline
Aspetuck Financial Management LLC45,255$2.28M1.34%-1,30513F-HRTimeline
Kane Co Wealth Management, Inc.44,972$2.26M1.72%-29,11113F-HRTimeline
Impact Capital Partners LLC43,906$2.21M0.6%+20,73413F-HRTimeline
RFG Advisory, LLC43,662$2.2M0.03%-10,46813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC43,283$2.18M0.54%+10,08713F-HRTimeline
Manhattan West Asset Management, LLC42,513$2.14M0.36%-1,98613F-HRTimeline
GTS FINANCIAL, LLC42,372$2.13M1.55%013F-HRTimeline
Legacy Wealth Asset Management, LLC42,252$2.13M0.47%+1813F-HRTimeline
Westmount Partners, LLC42,208$2.13M0.47%+8213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC41,593$2.09M<0.01%013F-HRTimelineGroup
Vise Technologies, Inc.41,576$2.09M0.02%+22,79513F-HRTimeline
Smartleaf Asset Management LLC41,428$2.09M0.07%013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC41,392$2.08M1.15%+55613F-HRTimeline
LANDAAS & CO /WI /ADV41,175$2.07M0.38%+2,00513F-HRTimeline
WESCAP Management Group, Inc.40,461$2.04M0.38%+3,27213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC40,379$2.03M0.01%+6,94413F-HRTimelineGroup
Atria Investments, Inc40,286$2.03M0.02%+9,97713F-HRTimeline
MATHER GROUP, LLC.40,078$2.02M0.02%-39,45213F-HRTimeline
Transcendent Capital Group LLC39,800$2M0.78%-120,52813F-HRTimeline
GRANITE ISLANDS PRIVATE WEALTH, LLC39,523$1.99M1.47%-85313F-HRTimeline
MIDDLETON & CO INC/MA39,333$1.98M0.21%-12,34813F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding39,070$1.97M+646Timeline
DENVER WEALTH MANAGEMENT, INC.38,312$1.93M0.55%-1,61913F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group37,705$1.9M0.18%+4,61013F-HRTimelineGroup
Optivise Advisory Services LLC37,665$1.9M0.96%-69,21013F-HRTimeline
IFS Advisors, LLC36,381$1.83M0.88%-2,11613F-HRTimeline
Eagle Strategies LLC35,541$1.79M0.18%-1,27713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC35,412$1.78M0.17%-37913F-HRTimeline
Avestar Capital, LLC34,731$1.75M0.1%+21,97313F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.34,001$1.71M1.19%+2,81413F-HRTimeline
Clear Point Advisors Inc.33,597$1.69M1.5%new13F-HRTimeline
HF Advisory Group, LLC33,560$1.69M0.52%+1,19913F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT33,483$1.69M0.1%-15,13513F-HRTimeline
BDFS Capital LLC32,327$1.63M0.71%+44913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC32,093$1.62M<0.01%+16,04813F-HRTimelineGroup
GUIDANCE CAPITAL, INC32,019$1.62M0.35%+68813F-HRTimeline
Onyx Bridge Wealth Group LLC31,603$1.59M0.14%-12,86513F-HRTimeline
Collaborative Wealth Managment Inc.31,399$1.58M0.67%+4,56913F-HRTimeline
First Heartland Consultants, Inc.30,944$1.56M0.1%+2,19813F-HRTimeline
PRIVATE TRUST CO NA30,577$1.54M0.12%-10,40313F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp30,525$1.54M0.01%new13F-HRTimelineGroup
Euro Pacific Asset Management, LLC30,471$1.53M0.17%-15,79513F-HRTimeline
PFG Investments, LLC30,450$1.53M0.06%-2,65413F-HRTimeline
Integrated Advisors Network LLC30,401$1.53M0.07%-1,49213F-HRTimeline
R2 Capital Strategies, LLC29,540$1.49M0.67%13F-HRTimeline
Herold Advisors, Inc.29,446$1.48M0.29%-8,11613F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC29,185$1.47M0.76%+18,93413F-HRTimeline
World Investment Advisors29,187$1.47M0.02%-35913F-HRTimeline
FSA WEALTH PARTNERS, INC.28,869$1.45M0.36%+20,97413F-HRTimeline
Resurgent Financial Advisors LLC28,306$1.43M0.4%-7,96113F-HRTimeline
Sierra Capital LLC28,010$1.41M0.14%013F-HRTimeline
CHOREO, LLC28,007$1.41M0.02%+11,69813F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC27,928$1.41M0.41%-12,33913F-HRTimeline
Authentikos Wealth Advisory, LLC27,831$1.4M0.89%-2,76513F-HRTimeline
Compound Planning, Inc.27,664$1.39M0.04%-91,83913F-HRTimeline
Berger Financial Group, Inc27,564$1.39M0.07%-54813F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC27,502$1.38M0.38%+81613F-HRTimeline
Ascent Advisors, LLC27,473$1.38M1.6%new13F-HRTimeline
Vericrest Private Wealth27,406$1.38M1.23%+2,94213F-HRTimeline
Comprehensive Financial Consultants Ins…27,268$1.37M0.36%+1,94513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…27,257$1.37M0.05%+19,77713F-HRTimelineGroup
Strategic Blueprint, LLC27,140$1.37M0.07%+8,75113F-HRTimeline
Comprehensive Money Management Services…26,775$1.35M0.85%-25,11513F-HRTimeline
SAX WEALTH ADVISORS, LLC26,565$1.34M0.05%+1,25513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.26,526$1.34M0.5%+2,67213F-HRTimeline
Gotham Asset Management, LLC26,337$1.33M<0.01%013F-HRTimeline
Activest Wealth Management26,028$1.31M0.25%-57,18113F-HRTimeline
LANARK FINANCIAL, INC.25,995$1.31M0.09%-47713F-HRTimeline
LaSalle St. Investment Advisors, LLC25,965$1.31M0.16%+8,10513F-HRTimeline
Quartz Partners, LLC25,184$1.27M0.42%+8,11613F-HRTimeline
B. Riley Wealth Advisors, Inc.25,160$1.27M0.07%-42613F-HRTimeline
Sovereign Financial Group, Inc.24,758$1.25M0.19%013F-HRTimeline
Ruggiero Investments, Inc.24,583$1.24M1.05%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management24,491$1.23M0.01%new13F-HRTimelineGroup
MKT Advisors LLC24,397$1.23M0.38%-61313F-HRTimeline
Advisory Solutions Group, LLC24,323$1.22M0.42%13F-HRTimeline
Prestige Wealth Management Group LLC24,258$1.22M0.22%+4,74013F-HRTimeline
LWM Advisory Services, LLC24,153$1.22M2.17%-83,31613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…24,152$1.22M0.02%-1,07213F-HRTimelineGroup
XY Planning Network, Inc.23,617$1.19M0.15%+30413F-HRTimeline
Friedenthal Financial23,482$1.18M0.55%-84,58513F-HRTimeline
Watchman Group, Inc.23,339$1.18M0.26%-4,48613F-HRTimeline
Cravens & Co Advisors, LLC23,278$1.17M0.79%-13913F-HRTimeline
North Forty Two & Co.23,040$1.16M0.99%013F-HRTimeline
Kovack Advisors, Inc.22,899$1.15M0.06%+4,73213F-HRTimeline
VICUS CAPITAL22,850$1.15M0.07%+1,44513F-HRTimeline
Segment Wealth Management, LLC22,695$1.14M0.06%+2,03013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC22,580$1.14M0.38%-48813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding22,136$1.12M+16,333Timeline
Texas Capital Bank Wealth Management Se…22,005$1.11M0.06%+18613F-HRTimeline
Keating Financial Advisory Services, In…21,889$1.1M0.15%-2,62413F-HRTimeline
ARK & TLK INVESTMENTS, LLC21,545$1.08M0.27%+5,36913F-HRTimeline
EP Wealth Advisors, LLC21,430$1.08M<0.01%+1,24913F-HRTimeline
Adalta Capital Management LLC21,395$1.08M0.47%+11,90013F-HRTimeline
CAMBIAR INVESTORS LLC20,901$1.05M0.05%+1,63213F-HRTimeline
Bernardo Wealth Planning LLC20,856$1.05M0.18%-2,94313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT20,696$1.04M0.1%+4,08113F-HRTimeline
NWAM LLC20,624$1.04M0.05%-32,12413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP20,621$1.04M<0.01%-1,47913F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,055$1.01M0.02%-6,09313F-HRTimelineGroup
Addison Advisors LLC19,548$984K0.46%-40,27513F-HRTimeline
ASL Financial, LLC19,285$971K0.68%-10013F-HRTimeline
Fiduciary Alliance LLC19,100$962K0.07%-35013F-HRTimeline
Krilogy Financial LLC19,011$957K0.03%+10,28813F-HRTimeline
Mutual Advisors, LLC18,807$947K0.02%+4,46913F-HRTimeline
WEDBUSH SECURITIES INC18,788$946K0.02%-2,08113F-HRTimeline
KICKSTAND VENTURES, LLC.18,368$925K0.17%+85413F-HRTimeline
Almanack Investment Partners, LLC.18,344$924K0.12%-31013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC18,165$915K0.28%+14013F-HRTimelineGroup
Turtle Creek Wealth Advisors, LLC18,014$907K0.05%013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC18,000$906K0.07%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC17,711$892K0.01%+113F-HRTimelineGroup
Retireful, LLC17,568$885K0.82%-2,92813F-HRTimeline
National Philanthropic Trust17,402$876K0.01%+13413F-HRTimeline
Moors & Cabot, Inc.17,149$863K0.03%-17213F-HRTimeline
Ashton Thomas Private Wealth, LLC16,211$816K0.02%new13F-HRTimeline
Betterment LLC16,015$806K<0.01%+9,68713F-HRTimeline
Simplicity Wealth,LLC15,652$788K0.03%+4,53513F-HRTimeline
VestGen Advisors, LLC15,592$785K0.02%+1,71413F-HRTimeline