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Disclosery

USFR WISDOMTREE TR

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FLOATNG RAT TREA (fund)

599 managers (605 13F filers) reported a position in USFR shares at 2026-03-31, 200,395,472 shares in all. 56 filers opened a position and 41 filers sold out during the quarter.

Managers
599
13F filers
605
New
56
Added
248
Reduced
231
Sold out
41
Shares held by filers
200,395,472

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
EXCHANGE TRADED CONCEPTS, LLC105,562$5.31M0.04%-1,00013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED105,051$5.29M0.39%-4,36813F-HRTimeline
Guided Capital Wealth Management, LLC103,599$5.22M3.44%-164,06613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.97,996$4.93M0.27%+6,80813F-HRTimelineGroup
Yoder Wealth Management, Inc.95,923$4.83M2.2%+3,11513F-HRTimeline
CIM, LLC92,133$4.64M0.67%+99913F-HRTimeline
Ellevest, Inc.90,267$4.54M0.63%-9,91513F-HRTimeline
Edgestream Partners, L.P.88,735$4.47M0.15%+35,08613F-HRTimeline
PINNACLE ASSOCIATES LTD88,527$4.46M0.06%+26,55613F-HRTimeline
Curran Financial Partners, LLC87,899$4.42M0.79%-20,85213F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…86,891$4.37M0.7%-4,51613F-HRTimeline
Charis Legacy Partners, LLC86,472$4.35M6.37%+54613F-HRTimeline
Western Wealth Management, LLC85,600$4.31M0.16%-15,76513F-HR/ATimeline
Geneos Wealth Management Inc.85,178$4.29M0.1%-38,26813F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/84,888$4.27M1.53%+71,06413F-HRTimelineGroup
Activest Wealth Management83,209$4.19M0.74%-34,09513F-HRTimeline
First Financial Group Corp81,624$4.11M3.36%-1,22713F-HRTimeline
M Wealth Management, LLC81,328$4.09M3.45%+46313F-HRTimeline
Golden State Wealth Management, LLC80,626$4.06M0.44%-25,27313F-HRTimeline
Andina Capital Management, LLC80,071$4.03M3.57%-78,71113F-HRTimeline
MATHER GROUP, LLC.79,530$4M0.04%+70,16513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…77,959$3.92M0.27%+40,11413F-HRTimeline
JT Stratford LLC76,946$3.87M0.49%+10,10613F-HRTimeline
Focus Financial Network, Inc.76,834$3.87M0.14%-10,60513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …75,007$3.78M0.21%+52,95013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…74,882$3.77M0.15%+3,22113F-HRTimelineGroup
BEACON FINANCIAL GROUP74,728$3.76M0.38%-4,84513F-HRTimeline
MGO ONE SEVEN LLC74,580$3.75M0.08%new13F-HRTimeline
Summit Financial, LLC74,407$3.75M0.05%+23,80813F-HRTimeline
Kane Co Wealth Management, Inc.74,083$3.73M3.14%-1,09813F-HRTimeline
Integrated Wealth Concepts LLC73,684$3.71M0.03%+47,38713F-HRTimeline
GreatBanc Trust CO73,081$3.68M2.57%+40,80013F-HRTimeline
GatePass Capital, LLC73,000$3.67M1.79%-3,05013F-HRTimeline
Sankala Group LLC72,874$3.67M3%+36,20513F-HRTimeline
Global Assets Advisory, LLC72,319$3.64M1.04%+27,71313F-HRTimeline
Avidian Wealth Enterprises, LLC72,223$3.64M0.12%+99313F-HRTimeline
Bravias Capital Group, LLC72,181$3.63M2.38%+19,70713F-HRTimeline
Cascades Capital Asset Management, LLC71,642$3.61M1.51%-46,94013F-HRTimeline
OakTrust Wealth Advisors, LLC69,621$3.5M3.19%-8,45713F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC68,713$3.46M0.41%new13F-HRTimeline
Fortis Group Advisors, LLC66,479$3.35M0.55%+16,51213F-HRTimeline
ASHTON THOMAS SECURITIES, LLC65,973$3.32M0.42%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC65,233$3.28M0.16%+27,80813F-HRTimeline
Waverly Advisors, LLC65,131$3.28M0.02%-15,81413F-HRTimeline
Crestwood Advisors Group, LLC63,786$3.21M0.05%-1213F-HRTimeline
NOVEM GROUP63,283$3.19M0.37%-35,75513F-HRTimeline
Financially in Tune, LLC63,162$3.18M2.73%+22013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP63,081$3.18M0.18%+1,06413F-HRTimeline
Conservest Capital Advisors, Inc.63,034$3.17M0.29%+53,51413F-HRTimeline
Ethos Financial Group, LLC61,793$3.11M0.23%-25,28313F-HRTimeline
Allworth Financial LP61,589$3.1M0.01%-1,52213F-HRTimeline
NorthRock Partners, LLC61,409$3.09M0.05%-3,34713F-HRTimeline
Quantinno Capital Management LP60,995$3.07M0.01%+36,86513F-HRTimeline
Addison Advisors LLC59,823$3.01M0.67%-8,24513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC59,402$2.99M0.07%+7,19513F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC59,049$2.97M0.07%-24,82113F-HRTimelineGroup
Pasadena Private Wealth, LLC57,547$2.9M0.4%+24,36213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP57,095$2.87M<0.01%+1,96113F-HRTimelineGroup
Smart Money Group LLC56,732$2.86M0.83%-6,91713F-HRTimeline
Strategic Financial Concepts, LLC54,751$2.76M0.68%+16,29813F-HRTimeline
Fermata Advisors, LLC54,249$2.73M0.61%+16,72313F-HRTimeline
RFG Advisory, LLC54,130$2.72M0.05%-1,29913F-HRTimeline
Whalen Wealth Management Inc.53,317$2.68M1.44%new13F-HRTimeline
NWAM LLC52,748$2.66M0.15%-25313F-HRTimeline
PFG Advisors52,445$2.64M0.13%-6,26813F-HRTimeline
Comprehensive Money Management Services…51,890$2.61M1.71%+10,17513F-HRTimeline
MIDDLETON & CO INC/MA51,681$2.6M0.3%-1,84913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…51,641$2.6M0.22%+16613F-HRTimelineGroup
Strategic Wealth Partners, Ltd.51,366$2.59M0.18%-52513F-HRTimeline
Janney Montgomery Scott LLC49,490$2.49M0.01%+44513F-HRTimeline
SFMG, LLC49,340$2.48M0.17%013F-HRTimeline
Nemes Rush Group LLC49,304$2.48M0.24%-33,83013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT48,618$2.45M0.16%+46613F-HRTimeline
Alpha Zero LLC48,615$2.45M1.24%-348,72113F-HRTimeline
Sowell Financial Services LLC48,600$2.45M0.09%-30713F-HRTimeline
National Wealth Management Group, LLC48,449$2.44M0.91%+10,82513F-HRTimeline
Creative Planningin group Creative Planning48,176$2.43M<0.01%+22,29313F-HRTimelineGroup
Portland Financial Advisors Inc47,281$2.38M4.95%+1,18913F-HRTimeline
Aspetuck Financial Management LLC46,560$2.34M1.61%-8,19613F-HRTimeline
Euro Pacific Asset Management, LLC46,266$2.33M0.23%+37,05813F-HRTimeline
Manhattan West Asset Management, LLC44,499$2.24M0.44%-24,54213F-HRTimeline
Onyx Bridge Wealth Group LLC44,468$2.24M0.24%+14,25713F-HRTimeline
Forefront Wealth Partners, LLC42,914$2.16M0.9%+6213F-HRTimeline
Orion Porfolio Solutions, LLC42,803$2.15M0.02%-4,71713F-HRTimeline
OPTIMA CAPITAL LLC42,783$2.15M1%-6,04313F-HRTimeline
GTS FINANCIAL, LLC42,372$2.13M1.69%13F-HRTimeline
Legacy Wealth Asset Management, LLC42,234$2.13M0.52%+4,64213F-HRTimeline
Westmount Partners, LLC42,126$2.12M0.52%+5013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC41,593$2.09M<0.01%+31,80313F-HRTimelineGroup
Smartleaf Asset Management LLC41,428$2.09M0.08%+4,34513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP41,369$2.08M<0.01%-40,13113F-HRTimelineGroup
PRIVATE TRUST CO NA40,980$2.06M0.18%+6,70113F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC40,836$2.06M1.31%new13F-HRTimeline
GRANITE ISLANDS PRIVATE WEALTH, LLC40,376$2.03M1.87%+24,40613F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC40,267$2.03M0.71%-4,22213F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.39,931$2.01M0.69%-10,35413F-HRTimeline
Bedell Frazier Investment Counselling, …39,186$1.97M0.4%+3,20013F-HRTimeline
LANDAAS & CO /WI /ADV39,170$1.97M0.43%-20,54013F-HRTimeline
Compass Financial Services Inc38,991$1.96M0.85%+3,22713F-HRTimeline
IFS Advisors, LLC38,497$1.94M1%+4,99113F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding38,424$1.93M+5,877Timeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…38,283$1.93M<0.01%+36,15913F-HRTimelineGroup
Herold Advisors, Inc.37,562$1.89M0.42%-5,59413F-HRTimeline
WESCAP Management Group, Inc.37,189$1.87M0.37%+1,39013F-HRTimeline
Eagle Strategies LLC36,818$1.85M0.22%+91213F-HRTimeline
Resurgent Financial Advisors LLC36,267$1.83M0.67%-30413F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC36,000$1.81M2.05%-5,65013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC35,791$1.8M0.2%-2,23013F-HRTimeline
Columbia River Financial Group, LLC35,792$1.8M1.05%+4,62713F-HRTimeline
Astoria Portfolio Advisors LLC.34,297$1.73M0.37%+24,43313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC33,435$1.68M0.01%-99013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC33,196$1.67M0.5%+22,60013F-HRTimeline
PFG Investments, LLC33,104$1.67M0.08%-77213F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group33,095$1.67M0.19%+28,67513F-HRTimelineGroup
HF Advisory Group, LLC32,361$1.63M0.56%+2,01313F-HRTimeline
Integrated Advisors Network LLC31,893$1.61M0.08%+2,84413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…31,892$1.61M0.02%-1,19313F-HRTimelineGroup
BDFS Capital LLC31,878$1.6M0.77%-1,36813F-HRTimeline
GUIDANCE CAPITAL, INC31,331$1.58M0.35%-37413F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.31,187$1.57M1.04%+27613F-HRTimeline
Authentikos Wealth Advisory, LLC30,596$1.54M1.04%-4,49513F-HRTimeline
Atria Investments, Inc30,309$1.53M0.02%+21513F-HRTimeline
Founders Financial Alliance, LLC29,568$1.49M0.27%-4,38213F-HRTimeline
World Investment Advisors29,546$1.49M0.02%+10,02013F-HRTimeline
First Heartland Consultants, Inc.28,746$1.45M0.11%+1,71113F-HRTimeline
Berger Financial Group, Inc28,112$1.42M0.08%-79513F-HRTimeline
Sierra Capital LLC28,010$1.41M0.15%013F-HRTimeline
Watchman Group, Inc.27,825$1.4M0.34%-15,85013F-HRTimeline
Peck Wealth Management, LLC27,525$1.39M1.39%new13F-HRTimeline
Robertson Stephens Wealth Management, L…26,982$1.36M0.04%+8,46513F-HRTimeline
Collaborative Wealth Managment Inc.26,830$1.35M0.62%-50,71213F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC26,686$1.34M0.43%-61813F-HRTimeline
LANARK FINANCIAL, INC.26,472$1.33M0.1%-1,45613F-HRTimeline
Gotham Asset Management, LLC26,337$1.33M<0.01%+13,02113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…26,148$1.32M0.02%-9,27413F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.25,586$1.29M0.08%-1,38413F-HRTimeline
TWO SIGMA SECURITIES, LLC25,519$1.28M0.15%-35,69813F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.25,365$1.28M0.01%013F-HRTimelineGroup
Comprehensive Financial Consultants Ins…25,323$1.27M0.38%+1,29913F-HRTimeline
SAX WEALTH ADVISORS, LLC25,310$1.27M0.06%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…25,224$1.27M0.03%-12,55313F-HRTimelineGroup
MKT Advisors LLC25,010$1.26M0.42%+6,33913F-HRTimeline
Sovereign Financial Group, Inc.24,758$1.25M0.22%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.24,615$1.24M0.14%new13F-HRTimeline
Keating Financial Advisory Services, In…24,513$1.23M0.2%-38,41013F-HRTimeline
Vericrest Private Wealth24,464$1.23M1.1%+1,89713F-HRTimeline
Triad Wealth Partners, LLC24,070$1.21M0.1%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.23,854$1.2M0.49%+2,05313F-HRTimeline
Bernardo Wealth Planning LLC23,799$1.2M0.23%-71,88413F-HRTimeline
Cravens & Co Advisors, LLC23,417$1.18M0.77%+5913F-HRTimeline
XY Planning Network, Inc.23,313$1.17M0.19%-7,13713F-HRTimeline
Impact Capital Partners LLC23,172$1.17M0.35%+6513F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC23,068$1.16M0.48%-20413F-HRTimeline
North Forty Two & Co.23,040$1.16M1.07%-50013F-HRTimeline
Fourth Dimension Wealth, LLC22,684$1.14M0.43%+86613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP22,100$1.11M<0.01%-313F-HRTimelineGroup
Texas Capital Bank Wealth Management Se…21,819$1.1M0.07%+18413F-HRTimeline
VICUS CAPITAL21,405$1.08M0.08%+1,99713F-HRTimeline
DHJJ Financial Advisors, Ltd.21,082$1.06M0.35%+76113F-HRTimeline
WEDBUSH SECURITIES INC20,869$1.05M0.03%-35213F-HRTimeline
Segment Wealth Management, LLC20,665$1.04M0.06%-1,45513F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.20,602$1.04M0.62%-55713F-HRTimeline
Acumen Wealth Advisors, LLC20,549$1.03M0.28%-47,93513F-HRTimeline
Retireful, LLC20,496$1.03M1.45%new13F-HRTimeline
Elevation Capital Advisory, LLC20,215$1.02M0.43%new13F-HRTimeline
EP Wealth Advisors, LLC20,181$1.02M<0.01%-1,56913F-HRTimeline
Aprio Wealth Management, LLC19,733$993K0.05%+2,78013F-HRTimeline
Prestige Wealth Management Group LLC19,518$983K0.19%+9,19113F-HRTimeline
Magnus Financial Group LLC19,503$982K0.08%-57,94013F-HRTimeline
Fiduciary Alliance LLC19,450$980K0.06%+42813F-HRTimeline
ASL Financial, LLC19,385$976K0.78%-1,19513F-HRTimeline
CAMBIAR INVESTORS LLC19,269$970K0.04%-7,10113F-HRTimeline
Vise Technologies, Inc.18,781$945K0.02%013F-HRTimeline
Almanack Investment Partners, LLC.18,654$939K0.16%-14,47613F-HRTimeline
Strategic Blueprint, LLC18,389$926K0.05%+99313F-HRTimeline
Jaffetilchin Investment Partners, LLC18,318$922K0.05%+14613F-HRTimeline
Kovack Advisors, Inc.18,167$915K0.05%+1,60513F-HRTimeline
Bank of Marin18,165$914K0.67%-2,03813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC18,025$907K0.33%+15813F-HR/ATimelineGroup
Turtle Creek Wealth Advisors, LLC18,014$907K0.07%-1,24313F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC18,000$906K0.07%013F-HRTimeline
LaSalle St. Investment Advisors, LLC17,860$899K0.13%+36713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC17,710$892K0.01%+1,40113F-HRTimelineGroup
WealthShield Partners, LLC17,546$883K0.1%-15,88213F-HRTimeline
KICKSTAND VENTURES, LLC.17,514$882K0.19%-1,79613F-HRTimeline
Three Magnolias Financial Advisors, LLC17,362$874K0.56%-213F-HRTimeline
Moors & Cabot, Inc.17,321$872K0.04%+16913F-HRTimeline
National Philanthropic Trust17,268$869K0.01%+4,80113F-HRTimeline
Quartz Partners, LLC17,068$859K0.33%-8,53213F-HRTimeline
Avior Wealth Management, LLC16,692$840K0.02%+1,67413F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT16,615$836K0.09%+14713F-HRTimeline
First PREMIER Bank16,454$828K0.19%-1,67113F-HRTimeline
UMB Bank, n.a.16,352$823K0.01%-2,23313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CHOREO, LLC16,309$821K0.01%+3013F-HRTimeline
ARK & TLK INVESTMENTS, LLC16,176$814K0.22%+4,27013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC16,045$808K<0.01%-16,52513F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC15,638$787K<0.01%+213F-HRTimelineGroup
GFS Advisors, LLC15,240$767K0.1%013F-HR/ATimeline
Integrity Investment Advisors, LLC15,026$756K0.41%-5,01813F-HRTimeline
Fortis Capital Advisors, LLC15,022$756K0.1%+8,92613F-HRTimeline