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Disclosery

USFR WISDOMTREE TR

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FLOATNG RAT TREA (fund)

589 managers (593 13F filers) reported a position in USFR shares at 2025-12-31, 191,007,150 shares in all. 48 filers opened a position and 48 filers sold out during the quarter.

Managers
589
13F filers
593
New
48
Added
216
Reduced
232
Sold out
48
Shares held by filers
191,007,150

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Capital Analysts, LLCin group Capital Analysts, LLC94,016$4.73M0.13%+813F-HR/ATimelineGroup
Elmwood Wealth Management, Inc.93,613$4.71M1.49%-35,98513F-HRTimeline
Yoder Wealth Management, Inc.92,808$4.67M2.13%-13,39813F-HRTimeline
LWM Advisory Services, LLC92,469$4.65M2.73%-9,58413F-HRTimeline
F&V Capital Management, LLC92,446$4.65M0.99%-5,20413F-HR/ATimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…91,407$4.6M0.73%+2,94213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.91,188$4.59M0.2%+6,51913F-HRTimelineGroup
CIM, LLC91,134$4.59M0.6%+4,24213F-HRTimeline
Hamilton Wealth, LLC89,710$4.51M0.86%+26,71013F-HR/ATimeline
Greenwich Wealth Management LLC87,437$4.4M0.2%013F-HRTimeline
Focus Financial Network, Inc.87,439$4.4M0.15%-1,70913F-HRTimeline
Ethos Financial Group, LLC87,076$4.38M0.32%+23,35313F-HRTimeline
Charis Legacy Partners, LLC85,926$4.32M6.38%+8,16313F-HRTimeline
Vantage Point Financial LLC84,197$4.24M1.52%+4,59913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC83,870$4.22M0.1%+12,93613F-HRTimelineGroup
Nemes Rush Group LLC83,134$4.18M0.39%new13F-HRTimeline
First Financial Group Corp82,851$4.17M3.55%+8,31513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP81,500$4.1M0.01%+77,08013F-HR/ATimelineGroup
Waverly Advisors, LLC80,945$4.07M0.03%-19,83713F-HRTimeline
M Wealth Management, LLC80,865$4.07M3.54%-6,63113F-HRTimeline
Clear Creek Financial Management, LLC80,820$4.07M0.33%new13F-HRTimeline
BEACON FINANCIAL GROUP79,573$4M0.4%-8,34613F-HRTimeline
OakTrust Wealth Advisors, LLC78,078$3.93M3.63%13F-HRTimeline
Collaborative Wealth Managment Inc.77,542$3.9M1.38%-29,99513F-HRTimeline
Magnus Financial Group LLC77,443$3.9M0.3%-19,42213F-HRTimeline
GatePass Capital, LLC76,050$3.83M1.97%+75013F-HRTimeline
Kane Co Wealth Management, Inc.75,181$3.78M3.34%13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…71,661$3.61M0.13%-33,92313F-HRTimelineGroup
Avidian Wealth Enterprises, LLC71,230$3.58M0.13%-9,95213F-HRTimeline
Manhattan West Asset Management, LLC69,041$3.47M0.71%+5,67313F-HRTimeline
Acumen Wealth Advisors, LLC68,484$3.45M0.99%13F-HRTimeline
Addison Advisors LLC68,068$3.43M0.77%+1,78513F-HRTimeline
JT Stratford LLC66,840$3.36M0.43%+55713F-HRTimeline
NorthRock Partners, LLC64,756$3.26M0.06%+16,35013F-HRTimeline
Crestwood Advisors Group, LLC63,798$3.21M0.05%-4,87013F-HRTimeline
Smart Money Group LLC63,649$3.2M0.93%-5,67313F-HRTimeline
Allworth Financial LP63,111$3.18M0.01%-1,70813F-HRTimeline
Financially in Tune, LLC62,942$3.17M2.96%13F-HRTimeline
Keating Financial Advisory Services, In…62,923$3.17M0.43%13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP62,017$3.12M0.17%-2,81213F-HRTimeline
PINNACLE ASSOCIATES LTD61,971$3.12M0.04%+8,06513F-HRTimeline
TWO SIGMA SECURITIES, LLC61,217$3.08M0.42%-7,09513F-HRTimeline
LANDAAS & CO /WI /ADV59,710$3M0.66%-72,18313F-HRTimeline
Gateway Wealth Partners, LLC59,256$2.98M0.33%-3,90313F-HRTimeline
PFG Advisors58,713$2.95M0.14%+13613F-HRTimeline
SG Trading Solutions, LLC57,149$2.88M0.67%13F-HRTimeline
RFG Advisory, LLC55,429$2.79M0.05%+10,19113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP55,134$2.77M<0.01%-7,28113F-HRTimelineGroup
Aspetuck Financial Management LLC54,756$2.76M1.85%-13,91313F-HRTimeline
Edgestream Partners, L.P.53,649$2.7M0.08%+9,84913F-HRTimeline
MIDDLETON & CO INC/MA53,530$2.69M0.29%-25013F-HRTimeline
NWAM LLC53,001$2.68M0.15%-8,61213F-HRTimeline
Bravias Capital Group, LLC52,474$2.64M1.6%+5,36913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC52,207$2.63M0.06%+45,99113F-HRTimeline
Strategic Wealth Partners, Ltd.51,891$2.61M0.18%+38,10413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…51,475$2.59M0.22%-3,44613F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES51,238$2.58M0.96%+7,26713F-HRTimeline
Summit Financial, LLC50,599$2.55M0.04%-65,71113F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.50,285$2.53M0.9%+14,93813F-HRTimeline
Fortis Group Advisors, LLC49,967$2.52M0.42%-11,21713F-HRTimeline
Professional Financial Advisors, LLC49,572$2.49M0.51%+3,27213F-HRTimeline
SFMG, LLC49,340$2.48M0.17%new13F-HRTimeline
Janney Montgomery Scott LLC49,045$2.47M0.01%-12,66713F-HRTimeline
Sowell Financial Services LLC48,907$2.46M0.09%+16513F-HRTimeline
OPTIMA CAPITAL LLC48,826$2.46M1.06%-31,71113F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT48,152$2.42M0.15%+1,29213F-HRTimeline
Orion Porfolio Solutions, LLC47,520$2.39M0.02%-44,58913F-HRTimeline
FLOW TRADERS U.S. LLC46,209$2.33M0.08%new13F-HRTimeline
Portland Financial Advisors Inc46,092$2.32M4.93%+87713F-HRTimeline
IFP Advisors, Inc45,748$2.3M0.05%+23,55513F-HRTimeline
Global Assets Advisory, LLC44,606$2.24M0.64%+5,76013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC44,489$2.24M0.81%-43713F-HRTimeline
Watchman Group, Inc.43,675$2.2M0.52%+20,28313F-HRTimeline
COMERICA BANK43,392$2.18M0.01%-1,28813F-HRTimeline
Herold Advisors, Inc.43,156$2.17M0.49%-15,43813F-HRTimeline
Forefront Wealth Partners, LLC42,852$2.16M1.02%+27,15113F-HRTimeline
Westmount Partners, LLC42,076$2.12M0.53%-76513F-HRTimeline
Comprehensive Money Management Services…41,715$2.1M1.45%-5,51513F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC41,650$2.1M2.28%+17,25013F-HRTimeline
Strategic Financial Concepts, LLC38,453$1.93M1.77%+28,25513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC38,021$1.91M0.21%-22513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…37,845$1.9M0.13%+3,81013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…37,777$1.9M0.04%-25,32013F-HRTimelineGroup
National Wealth Management Group, LLC37,624$1.89M0.66%+5,37313F-HRTimeline
Legacy Wealth Asset Management, LLC37,592$1.89M0.46%+4,32413F-HRTimeline
Fermata Advisors, LLC37,526$1.89M0.45%-4,04013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC37,425$1.88M0.09%+26,11713F-HRTimeline
Smartleaf Asset Management LLC37,083$1.87M0.07%+1,50313F-HRTimeline
Sankala Group LLC36,669$1.85M1.48%13F-HRTimeline
Resurgent Financial Advisors LLC36,571$1.84M0.92%+37013F-HRTimeline
Bedell Frazier Investment Counselling, …35,986$1.81M0.35%+19,74713F-HRTimeline
Eagle Strategies LLC35,906$1.81M0.23%+51613F-HRTimeline
WESCAP Management Group, Inc.35,799$1.8M0.37%+1,60313F-HRTimeline
Compass Financial Services Inc35,764$1.8M0.78%+2,31513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…35,422$1.78M0.03%-15,90713F-HRTimelineGroup
Authentikos Wealth Advisory, LLC35,091$1.77M1.17%-3,10813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC34,425$1.73M0.01%-42,03713F-HRTimelineGroup
PRIVATE TRUST CO NA34,279$1.72M0.15%+5,34513F-HRTimeline
Founders Financial Alliance, LLC33,950$1.71M0.32%-1,98313F-HRTimeline
PFG Investments, LLC33,876$1.7M0.08%-1,15013F-HRTimeline
IFS Advisors, LLC33,506$1.69M0.88%+3,00413F-HRTimeline
WealthShield Partners, LLC33,428$1.68M0.19%-11,79813F-HRTimeline
BDFS Capital LLC33,246$1.67M0.84%13F-HRTimeline
Pasadena Private Wealth, LLC33,185$1.67M0.23%-15,99713F-HRTimeline
Almanack Investment Partners, LLC.33,130$1.67M0.28%-30,41013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…33,085$1.66M0.02%-56413F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC32,570$1.64M0.01%-1,39513F-HRTimelineGroup
OneAscent Financial Services LLCgroup of 2 filers holding32,547$1.64M-5,319Timeline
GreatBanc Trust CO32,281$1.62M1.14%-5,65013F-HRTimeline
GUIDANCE CAPITAL, INC31,705$1.6M0.39%+1,61013F-HRTimeline
Columbia River Financial Group, LLC31,165$1.57M0.96%+1,19113F-HRTimeline
GPS Wealth Strategies Group, LLC31,000$1.56M1.33%-32,58913F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.30,911$1.56M1.03%+2,63213F-HRTimeline
XY Planning Network, Inc.30,450$1.53M0.27%+5,50313F-HRTimeline
HF Advisory Group, LLC30,348$1.53M0.53%+1,35613F-HR/ATimeline
Onyx Bridge Wealth Group LLC30,211$1.52M0.16%-2,09213F-HRTimeline
Compound Planning, Inc.30,124$1.52M0.04%+2,72813F-HRTimeline
Atria Investments, Inc30,094$1.51M0.02%+1,53413F-HRTimeline
Integrated Advisors Network LLC29,049$1.46M0.06%-2,36113F-HRTimeline
Berger Financial Group, Inc28,907$1.45M0.08%+8,83713F-HRTimeline
EVERETT HARRIS & CO /CA/28,700$1.44M0.02%+2,00013F-HRTimeline
Sierra Capital LLC28,010$1.41M0.15%013F-HRTimeline
LANARK FINANCIAL, INC.27,928$1.41M0.11%+1,47513F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC27,390$1.38M0.75%-14,04713F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC27,304$1.37M0.49%+21513F-HRTimeline
First Heartland Consultants, Inc.27,035$1.36M0.1%+32913F-HRTimeline
B. Riley Wealth Advisors, Inc.26,970$1.36M0.06%-90313F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC26,694$1.34M0.24%+1,96013F-HRTimeline
CAMBIAR INVESTORS LLC26,370$1.33M0.06%+1,14213F-HRTimeline
Integrated Wealth Concepts LLC26,297$1.32M0.02%+3,17213F-HRTimeline
Creative Planningin group Creative Planning25,883$1.3M<0.01%+4,07513F-HRTimelineGroup
Investment Advisory Services Group LLC25,640$1.29M1.15%13F-HRTimeline
Quartz Partners, LLC25,600$1.29M0.48%+75113F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.25,365$1.28M0.01%013F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC25,310$1.27M0.06%+9,32013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/24,981$1.26M<0.01%-99813F-HRTimelineGroup
Sovereign Financial Group, Inc.24,758$1.25M0.22%new13F-HRTimeline
VestGen Advisors, LLC24,334$1.22M0.05%-55,07113F-HRTimeline
Quantinno Capital Management LP24,130$1.21M<0.01%+5,39613F-HRTimeline
Comprehensive Financial Consultants Ins…24,024$1.21M0.37%+1,29413F-HRTimeline
North Forty Two & Co.23,540$1.18M1.12%013F-HRTimeline
Cravens & Co Advisors, LLC23,358$1.18M0.77%new13F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC23,272$1.17M0.45%013F-HRTimeline
Impact Capital Partners LLC23,107$1.16M0.34%-12,92913F-HRTimeline
Friedenthal Financial22,906$1.15M0.59%+63013F-HRTimeline
Vericrest Private Wealth22,567$1.14M1.01%13F-HRTimeline
Segment Wealth Management, LLC22,120$1.11M0.06%+16013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP22,103$1.11M<0.01%+1,97313F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …22,057$1.11M0.07%-85,29613F-HRTimeline
Fourth Dimension Wealth, LLC21,818$1.1M0.4%+39113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.21,801$1.1M0.47%+3,79313F-HRTimeline
EP Wealth Advisors, LLC21,750$1.09M0.01%13F-HRTimeline
Texas Capital Bank Wealth Management Se…21,635$1.09M0.06%new13F-HRTimeline
CGN Advisors LLC21,563$1.09M0.09%-4,37713F-HRTimeline
WEDBUSH SECURITIES INC21,221$1.07M0.03%+5,68213F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.21,159$1.07M0.75%-30,96813F-HRTimeline
ASL Financial, LLC20,580$1.04M0.81%13F-HRTimeline
J.W. COLE ADVISORS, INC.20,522$1.03M0.03%-1,99413F-HRTimeline
DHJJ Financial Advisors, Ltd.20,321$1.02M0.34%+4,71913F-HRTimeline
Foundations Investment Advisors, LLC20,257$1.02M0.01%+9,63713F-HRTimeline
Bank of Marin20,203$1.02M0.7%-6113F-HRTimeline
Engineers Gate Manager LP20,175$1.02M0.01%new13F-HRTimeline
Integrity Investment Advisors, LLC20,044$1.01M0.56%-41,35413F-HRTimeline
LifeWealth Investments, LLC20,029$1.01M0.32%-252,68313F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC19,951$1M0.67%-4,04913F-HRTimeline
World Investment Advisors19,526$983K0.02%+8,42913F-HR/ATimeline
VICUS CAPITAL19,408$977K0.07%+62813F-HRTimeline
KICKSTAND VENTURES, LLC.19,310$972K0.2%+24813F-HRTimeline
Turtle Creek Wealth Advisors, LLC19,257$969K0.08%new13F-HRTimeline
Fiduciary Alliance LLC19,022$957K0.06%-14713F-HRTimeline
Vise Technologies, Inc.18,781$945K0.02%+6,97413F-HRTimeline
MKT Advisors LLC18,671$940K0.32%-4,49213F-HRTimeline
UMB Bank, n.a.18,585$935K0.01%-8,97913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Robertson Stephens Wealth Management, L…18,517$932K0.03%+5,49013F-HRTimeline
Jaffetilchin Investment Partners, LLC18,172$914K0.05%+15713F-HRTimeline
First PREMIER Bank18,125$912K0.21%-10,18013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC18,000$906K0.07%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC17,867$899K0.3%+13613F-HRTimelineGroup
Safeguard Investment Advisory Group, LLC17,617$886K0.23%-22,88913F-HRTimeline
LaSalle St. Investment Advisors, LLC17,493$880K0.14%-1,46313F-HRTimeline
Strategic Blueprint, LLC17,396$875K0.05%+1,33713F-HRTimeline
Three Magnolias Financial Advisors, LLC17,364$874K0.54%-37413F-HRTimeline
Moors & Cabot, Inc.17,152$863K0.04%-91113F-HRTimeline
Mosley Wealth Management17,154$863K0.39%13F-HRTimeline
Aprio Wealth Management, LLC16,953$853K0.05%+4,99513F-HRTimeline
AE Wealth Management LLC16,655$838K<0.01%-4,05613F-HRTimeline
Kovack Advisors, Inc.16,562$833K0.04%new13F-HR/ATimeline
SHEETS SMITH WEALTH MANAGEMENT16,468$829K0.09%+15913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC16,360$823K0.01%-42513F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC16,309$821K0.01%new13F-HRTimelineGroup
CHOREO, LLC16,279$819K0.01%-6,55513F-HRTimeline
Adalta Capital Management LLC16,000$805K0.36%-10,00013F-HRTimeline
GRANITE ISLANDS PRIVATE WEALTH, LLC15,970$804K0.74%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC15,636$787K<0.01%+213F-HRTimelineGroup
GFS Advisors, LLC15,240$767K0.09%013F-HRTimeline
Avior Wealth Management, LLC15,018$756K0.02%-4213F-HRTimeline
Advyzon Investment Management, LLC14,586$734K0.09%-15,29513F-HRTimeline
NerdWallet Wealth Partners, LLC14,413$725K0.33%-1,65813F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC14,409$725K0.5%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…14,402$725K0.24%+413F-HRTimeline