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Disclosery

USFR WISDOMTREE TR

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FLOATNG RAT TREA (fund)

574 managers (579 13F filers) reported a position in USFR shares at 2025-03-31, 235,238,147 shares in all. 61 filers opened a position and 43 filers sold out during the quarter.

Managers
574
13F filers
579
New
61
Added
267
Reduced
195
Sold out
43
Shares held by filers
235,238,147

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
L.M. KOHN & COMPANY100,100$5.04M1.32%+22,34013F-HRTimeline
Bernardo Wealth Planning LLC99,462$5.01M1.2%+4,30913F-HR/ATimeline
Evernest Financial Advisors, LLC98,810$4.97M1.78%+2,06313F-HRTimeline
Smart Money Group LLC94,815$4.77M1.62%+10,73013F-HR/ATimeline
Focus Financial Network, Inc.94,737$4.77M0.19%+4,25313F-HRTimeline
MBA Advisors LLC91,338$4.6M2.28%+5,12213F-HRTimeline
Fortis Group Advisors, LLC89,564$4.51M0.88%-40,75313F-HRTimeline
GTS SECURITIES LLC88,046$4.43M0.19%+55,86513F-HRTimeline
Magnus Financial Group LLC84,554$4.26M0.41%-15,89613F-HRTimeline
CIM, LLC84,483$4.25M0.63%+1,80613F-HRTimeline
Avidian Wealth Enterprises, LLC83,759$4.22M0.19%+24,02413F-HRTimeline
LWM Advisory Services, LLC82,292$4.14M2.88%+50,41013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…81,471$4.1M0.86%-2,80613F-HRTimeline
NorthCoast Asset Management LLC80,503$4.05M0.02%-4,52413F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC79,883$4.02M0.05%+53,41413F-HRTimelineGroup
Warren Street Wealth Advisors, LLC79,849$4.02M1.57%+8,98313F-HRTimeline
Haven Private, LLC79,725$4.01M2.27%new13F-HRTimeline
Aspetuck Financial Management LLC78,316$3.94M3.39%-2,86113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.77,259$3.89M0.21%+6,58113F-HR/ATimelineGroup
Allworth Financial LP77,041$3.89M0.02%-3,56813F-HRTimeline
IFP Advisors, Inc77,145$3.88M0.12%+47,18213F-HRTimeline
Hobart Private Capital, LLC76,470$3.85M0.96%+1,06513F-HRTimeline
Goldstone Financial Group, LLC73,936$3.72M0.56%+1,12613F-HRTimeline
Integrity Investment Advisors, LLC73,465$3.7M3.38%13F-HRTimeline
Addison Advisors LLC73,463$3.7M1.01%+36,89713F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.70,155$3.53M0.04%-62,72813F-HRTimelineGroup
Orion Porfolio Solutions, LLC69,873$3.52M0.03%+8,15613F-HRTimeline
Orion Portfolio Solutions, LLC69,873$3.52M0.03%+8,15613F-HR/ATimeline
RFG Advisory, LLC69,331$3.49M0.09%-111,52913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP68,019$3.42M0.26%-4,38913F-HRTimeline
Gateway Wealth Partners, LLC67,269$3.39M0.76%+1,11013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.66,274$3.34M0.01%-11,79413F-HRTimelineGroup
Crestwood Advisors Group, LLC65,884$3.32M0.06%013F-HRTimeline
Wealthfront Advisers LLC65,540$3.3M0.01%-9,44413F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…63,275$3.18M0.63%-12,41213F-HRTimelineGroup
Manhattan West Asset Management, LLC62,800$3.16M0.81%+4,64813F-HRTimeline
JT Stratford LLC62,199$3.13M0.55%+18,93513F-HRTimeline
Ethos Financial Group, LLC61,121$3.08M0.29%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP60,523$3.05M<0.01%+1,03213F-HRTimelineGroup
SkyView Investment Advisors, LLC59,515$3M0.45%+1,90413F-HRTimeline
Herold Advisors, Inc.59,187$2.98M0.65%+3,62213F-HRTimeline
Retireful, LLC58,908$2.96M2.83%-15,88013F-HRTimeline
MIDDLETON & CO INC/MA58,805$2.96M0.35%+7,30013F-HRTimeline
Janney Montgomery Scott LLC57,448$2.89M0.01%-3,92813F-HRTimeline
Strategic Financial Concepts, LLC56,832$2.86M0.54%+14,59713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP55,762$2.81M0.04%new13F-HRTimeline
COMERICA BANK54,728$2.75M0.01%-15,49913F-HRTimeline
First Financial Group Corp53,239$2.68M3.03%+3,45113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/52,740$2.65M<0.01%+24,71613F-HRTimelineGroup
BIP Alliance, LLC52,340$2.63M1.11%-31,80113F-HRTimeline
Sowell Financial Services LLC52,162$2.63M0.12%+1,00313F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC51,733$2.6M4.6%+10913F-HRTimeline
CENTAURUS FINANCIAL, INC.51,324$2.58M0.16%+31,02613F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC51,161$2.57M1.8%+29313F-HRTimeline
Atria Investments, Inc51,063$2.57M0.03%+2,04613F-HRTimeline
Moloney Securities Asset Management, LLC51,054$2.57M0.35%-17,85313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…50,685$2.55M0.26%+5,54113F-HRTimelineGroup
Clear Point Advisors Inc.49,052$2.47M2.22%-2,67913F-HRTimeline
Cresset Asset Management, LLC48,581$2.45M0.01%-5,45413F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/48,352$2.43M0.13%+8,85713F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT48,260$2.43M0.18%+4,33113F-HRTimeline
Premier Path Wealth Partners, LLC47,395$2.39M0.37%+2,85113F-HRTimeline
Grant/GrossMendelsohn, LLC47,110$2.37M1.32%+89813F-HRTimeline
GPS Wealth Strategies Group, LLC46,451$2.34M0.32%-28,54613F-HRTimeline
Portland Financial Advisors Inc44,588$2.24M5.74%+3,19413F-HRTimeline
Pasadena Private Wealth, LLC44,032$2.22M0.43%-12,93013F-HRTimeline
WealthShield Partners, LLC43,937$2.21M0.29%-85513F-HRTimeline
Vishria Bird Financial Group, LLC43,847$2.21M0.75%-19913F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC43,820$2.21M1.99%-21,42513F-HRTimeline
Westmount Partners, LLC42,916$2.16M0.66%-92013F-HRTimeline
PINNACLE ASSOCIATES LTD42,010$2.11M0.03%-2,62013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC40,627$2.04M0.28%+1,01513F-HRTimeline
Integrated Advisors Network LLC40,245$2.03M0.1%+4,28013F-HRTimeline
Creative Planningin group Creative Planning40,224$2.02M<0.01%+27,38913F-HRTimelineGroup
Financial Advocates Investment Manageme…40,018$2.01M0.14%-6,59413F-HRTimeline
Vigilare Wealth Management39,850$2.01M0.8%new13F-HRTimeline
Bravias Capital Group, LLC39,659$2M1.62%+2,58613F-HRTimeline
WESCAP Management Group, Inc.38,667$1.95M0.47%+4,06213F-HRTimeline
Edgestream Partners, L.P.38,383$1.93M0.07%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC38,182$1.92M0.02%+4,25313F-HR/ATimelineGroup
INTEGRITY WEALTH ADVISORS, INC.38,094$1.92M1.41%+20,06113F-HRTimeline
Fermata Advisors, LLC37,995$1.91M0.35%+63813F-HRTimeline
PRIVATE TRUST CO NA36,614$1.84M0.19%+4,81913F-HRTimeline
Professional Financial Advisors, LLC36,588$1.84M0.47%-12,93813F-HRTimeline
Smartleaf Asset Management LLC34,768$1.75M0.17%-11,51613F-HRTimeline
Advyzon Investment Management, LLC34,737$1.75M0.62%-3,39113F-HRTimeline
Whalen Wealth Management Inc.32,626$1.64M1.1%+4,93513F-HRTimeline
Legacy Wealth Asset Management, LLC32,564$1.64M0.45%+33413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…31,487$1.58M0.04%-1,12613F-HRTimelineGroup
Arkadios Wealth Advisors31,485$1.58M0.06%+23,22113F-HRTimeline
Founders Financial Alliance, LLC31,271$1.57M0.38%+5,42613F-HRTimeline
Impact Capital Partners LLC31,268$1.57M0.57%-2,20813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP30,736$1.55M<0.01%new13F-HRTimelineGroup
NAPA WEALTH MANAGEMENT30,607$1.54M0.87%-3,13013F-HRTimeline
GUIDANCE CAPITAL, INC29,904$1.5M0.46%-2,04613F-HRTimeline
LITTLE HOUSE CAPITAL LLC29,608$1.49M0.41%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…29,450$1.48M0.14%-3,20013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC29,146$1.47M0.39%-7,26713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …29,043$1.46M0.02%+13,76513F-HRTimelineGroup
CONTINUUM WEALTH ADVISORS, LLC28,821$1.45M0.74%-6213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…28,542$1.44M<0.01%new13F-HRTimelineGroup
UMB Bank, n.a.28,212$1.42M0.02%+2713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HF Advisory Group, LLC28,085$1.41M0.62%+1,86613F-HRTimeline
CENTRAL TRUST Co27,841$1.4M0.03%+12,65913F-HRTimeline
EP Wealth Advisors, LLC27,235$1.37M0.01%-2,90713F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC27,170$1.37M0.73%+40713F-HR/ATimeline
B. Riley Wealth Advisors, Inc.27,106$1.36M0.04%-1,25013F-HRTimeline
First PREMIER Bank26,978$1.36M0.34%+22013F-HRTimeline
Embree Financial Group26,899$1.35M0.23%-6,68313F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC26,850$1.35M1.49%+3,50013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC26,761$1.35M0.62%-21113F-HRTimeline
Hamilton Wealth, LLC26,700$1.34M0.32%-152,63313F-HRTimeline
Defined Financial Planning LLC26,586$1.34M1.36%+1,45213F-HRTimeline
Columbia River Financial Group, LLC26,588$1.34M0.89%+3,98713F-HRTimeline
WT Wealth Management26,465$1.33M0.43%-48,42113F-HRTimeline
Clear Creek Financial Management, LLC26,458$1.33M0.14%new13F-HRTimeline
Comprehensive Money Management Services…26,324$1.32M1.07%-6,27513F-HRTimeline
VestGen Advisors, LLC26,296$1.32M0.06%13F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.24,947$1.26M1%+3,97713F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC24,746$1.25M0.01%+69013F-HRTimelineGroup
Quartz Partners, LLC24,178$1.22M0.74%-3,64113F-HRTimeline
Core Wealth Partners LLC23,884$1.2M0.7%-3,42213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC23,844$1.2M0.01%+18,14213F-HRTimelineGroup
National Philanthropic Trust23,785$1.2M0.02%+5313F-HRTimeline
North Forty Two & Co.23,540$1.18M1.31%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT23,479$1.18M0.05%+59013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …23,191$1.17M0.09%+9,50613F-HRTimeline
SAX WEALTH ADVISORS, LLC22,901$1.15M0.08%+14,87513F-HRTimeline
XY Planning Network, Inc.22,654$1.14M0.76%+1,20713F-HRTimeline
Spartan Planning & Wealth Management22,551$1.13M1.1%-1,73613F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…22,551$1.13M0.21%-1,73613F-HRTimelineGroup
PFG Investments, LLC22,453$1.13M0.07%+2,05913F-HRTimeline
CHOREO, LLC22,363$1.13M0.02%+15,63013F-HRTimeline
Quantinno Capital Management LP22,036$1.11M0.01%+17,08013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP21,824$1.1M<0.01%+1,34613F-HRTimelineGroup
Fortis Capital Advisors, LLC20,543$1.03M0.21%+86113F-HRTimeline
MKT Advisors LLC20,494$1.03M0.48%+1,10913F-HRTimeline
Annex Advisory Services, LLC20,194$1.02M0.03%+11013F-HRTimeline
First Heartland Consultants, Inc.19,830$998K0.1%+6,96113F-HRTimeline
Smith Anglin Financial, LLC19,822$998K0.11%new13F-HRTimeline
Midwest Financial Network, LLC19,733$993K0.99%+2,32313F-HRTimeline
Compass Financial Services Inc19,658$989K0.52%new13F-HRTimeline
Authentikos Wealth Advisory, LLC19,316$972K0.76%+11,07913F-HR/ATimeline
Comprehensive Financial Consultants Ins…18,986$956K0.34%+37913F-HRTimeline
Three Magnolias Financial Advisors, LLC18,922$952K0.81%-2,07413F-HRTimeline
EVERETT HARRIS & CO /CA/18,900$951K0.01%-4,10013F-HRTimeline
IAG Wealth Partners, LLC18,819$947K0.15%-14,94013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…18,749$945K0.39%-24913F-HRTimeline
TWO SIGMA SECURITIES, LLC18,738$943K0.14%-24,02213F-HRTimeline
Moors & Cabot, Inc.18,560$934K0.05%-66713F-HRTimeline
Watchman Group, Inc.18,379$925K0.26%+14,36513F-HRTimeline
Resurgent Financial Advisors LLC18,168$914K0.55%+5,00913F-HRTimeline
Insight Advisors, LLC/ PA18,094$911K0.16%-11,59713F-HRTimeline
ORG Partners LLC18,056$909K0.22%+4,76713F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC18,000$906K0.09%013F-HRTimeline
Jaffetilchin Investment Partners, LLC17,763$894K0.06%-31213F-HRTimeline
Euro Pacific Asset Management, LLC17,715$892K0.16%+10,80913F-HRTimeline
Fourth Dimension Wealth, LLC17,580$885K0.43%new13F-HRTimeline
CGN Advisors LLC17,056$858K0.08%-36313F-HRTimeline
LaSalle St. Investment Advisors, LLC16,774$844K0.2%+6,04513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC16,434$827K0.21%+61513F-HRTimelineGroup
Berger Financial Group, Inc15,869$799K0.06%-5,12713F-HRTimeline
Root Financial Partners, LLC15,774$794K0.08%-1,60613F-HRTimeline
GFS Advisors, LLC15,677$789K0.16%013F-HRTimeline
DHJJ Financial Advisors, Ltd.15,619$786K0.32%+2,79713F-HRTimeline
Segment Wealth Management, LLC15,505$780K0.05%-3013F-HRTimeline
Capital Advisors, Ltd. LLC14,729$741K0.1%-43313F-HRTimeline
17 CAPITAL PARTNERS, LLC14,716$741K0.48%+2,52713F-HRTimeline
Avior Wealth Management, LLC14,623$736K0.03%-1,75713F-HRTimeline
Transce3nd, LLC14,557$733K0.33%-2,94213F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC14,409$725K0.61%-1,39213F-HR/ATimeline
Farther Finance Advisors, LLC14,334$721K0.02%+6,75013F-HRTimeline
G&S Capital LLC14,078$709K0.3%-47,07413F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.13,830$696K0.32%+3,08213F-HRTimeline
GatePass Capital, LLC13,650$687K0.51%new13F-HRTimeline
Latitude Advisors, LLC13,633$686K0.4%-1,58813F-HRTimeline
Cascade Investment Advisors, Inc.13,462$678K0.46%+2,26413F-HRTimeline
Alesco Advisors, LLC, An ESL Co13,345$672K0.02%+4013F-HRTimeline
NewSquare Capital LLC13,231$666K0.05%-2513F-HRTimeline
Prestige Wealth Management Group LLC13,138$661K0.14%-10013F-HR/ATimeline
Trek Financial, LLC13,088$659K0.05%-3,96013F-HRTimeline
DSG Capital Advisors, LLC13,082$658K0.13%013F-HRTimeline
Trademark Financial Management, LLC13,024$656K0.5%-1,70613F-HRTimeline
Advisor Resource Council18,983$654K0.05%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT12,899$649K0.01%013F-HRTimeline
Safeguard Investment Advisory Group, LLC12,881$648K0.18%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.12,608$635K0.3%+23913F-HRTimeline
VICUS CAPITAL12,469$628K0.06%-15213F-HRTimeline
Synergy Investment Management, LLC12,313$620K0.26%-50713F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.12,309$620K0.04%-9,27813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,987$603K<0.01%new13F-HRTimelineGroup
LIFE LINE WEALTH MANAGEMENT LLC11,880$598K0.22%+12213F-HRTimeline
GWN SECURITIES INC.11,807$594K0.03%new13F-HRTimeline
Mesirow Financial Investment Management…11,567$582K0.01%+7,52913F-HRTimeline
Claris Financial LLC11,538$581K0.38%013F-HRTimeline
Walkner Condon Financial Advisors LLC11,372$572K0.12%-6,92413F-HRTimeline
Weaver Consulting Group11,322$570K0.17%+1713F-HRTimeline
Transform Wealth, LLC11,242$566K0.03%013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT10,697$538K0.07%+11013F-HRTimeline
MTM Investment Management, LLC10,639$535K0.21%-10013F-HRTimeline