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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
Forefront Wealth Partners, LLC10,496$528K0.36%new13F-HRTimeline
Sequoia Financial Advisors, LLC10,494$528K<0.01%new13F-HRTimeline
RETIREMENT CAPITAL STRATEGIES10,379$522K0.2%013F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …10,272$517K0.22%new13F-HRTimelineGroup
Independent Wealth Network Inc.10,128$510K0.2%013F-HRTimeline
Client First Capital LLC10,000$503K0.26%new13F-HRTimeline
ADAR1 Capital Management, LLCin group ADAR1 Capital Management, LLC10,000$503K0.1%013F-HRTimelineGroup
IPG Investment Advisors LLC9,950$501K0.11%-3,98013F-HRTimeline
Robertson Stephens Wealth Management, L…9,927$500K0.02%+1,80313F-HRTimeline
Roundview Capital LLC9,900$498K0.04%013F-HRTimeline
Regal Investment Advisors LLC9,766$492K0.04%new13F-HRTimeline
WEDBUSH SECURITIES INC9,692$488K0.02%+4,24813F-HRTimeline
Mutual Advisors, LLC9,634$484K0.01%-61613F-HRTimeline
Bedell Frazier Investment Counselling, …9,615$484K0.12%+25313F-HRTimeline
OneDigital Investment Advisors LLC9,505$478K0.01%-57813F-HRTimeline
Compound Planning, Inc.9,293$468K0.02%+1,26413F-HRTimeline
Wealth Management Associates, Inc.9,230$465K0.2%+21013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC9,045$455K0.05%-10,00013F-HRTimeline
Harbour Capital Advisors, LLC8,900$448K0.11%013F-HRTimeline
Simplicity Wealth,LLC8,831$444K0.03%+2,21513F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc8,628$434K0.29%+2,19813F-HRTimeline
PSI Advisors, LLC8,579$432K0.14%+69913F-HRTimeline
Strategic Blueprint, LLC8,555$431K0.02%new13F-HRTimeline
Barnes Wealth Management Group, Inc8,498$428K0.27%+58113F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC8,484$427K0.29%+56513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC8,415$424K0.01%013F-HRTimeline
Altus Wealth Group LLC8,293$417K0.2%-18313F-HRTimeline
Oregon Pacific Wealth Management, LLC8,257$416K0.42%-92513F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC8,161$411K0.19%+1,47713F-HRTimeline
TUCKER ASSET MANAGEMENT LLC8,132$409K0.13%-1,12513F-HRTimeline
Heck Capital Advisors, LLC7,941$400K0.04%013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,904$398K0.01%-14,16813F-HRTimeline
FSA WEALTH PARTNERS, INC.7,895$397K0.15%013F-HRTimeline
Snowden Capital Advisors LLC7,716$388K0.01%-4,06713F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC7,692$387K0.15%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC7,646$385K0.02%013F-HRTimeline
TCI Wealth Advisors, Inc.7,560$380K0.03%new13F-HRTimeline
Sigma Planning Corp7,490$377K0.01%-10313F-HRTimeline
FLOW TRADERS U.S. LLC7,441$375K0.02%-7,07213F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC7,418$373K0.1%-15,17913F-HRTimelineGroup
Composition Wealth, LLC7,389$372K0.01%-20,38113F-HRTimeline
MATHER GROUP, LLC.7,381$371K<0.01%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC7,356$370K0.18%+1,31613F-HRTimeline
MRA Advisory Group7,329$369K0.2%+3,25113F-HRTimeline
Archer Investment Corp7,260$365K0.09%+2,98513F-HRTimeline
Prospera Financial Services Inc7,228$364K0.01%-10113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,150$360K<0.01%+3,11213F-HRTimelineGroup
Curi Capital, LLC7,133$359K0.01%-3,08713F-HRTimeline
Main Street Research LLC6,561$330K0.02%new13F-HRTimeline
Avestar Capital, LLC6,539$329K0.03%-26013F-HRTimeline
NOTTINGHAM ADVISORS, INC.6,398$322K0.05%-1,92813F-HRTimeline
Icon Wealth Advisors, LLC6,250$315K0.03%new13F-HRTimeline
ZEGA Investments, LLC6,166$310K0.09%+1,09013F-HRTimeline
Flavin Financial Services, Inc.6,146$309K0.28%013F-HR/ATimeline
MGO ONE SEVEN LLC6,123$308K0.01%+40713F-HRTimeline
Apella Capital, LLC6,052$305K0.01%-6313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC6,011$303K0.03%new13F-HR/ATimeline
Fiduciary Alliance LLC6,000$302K0.03%new13F-HRTimeline
Prostatis Group LLC5,950$299K0.09%new13F-HRTimeline
Creekmur Asset Management LLC5,884$296K0.06%-913F-HRTimeline
Valtinson Bruner Financial Planning LLC5,865$295K0.1%013F-HRTimeline
GenWealth Group, Inc.5,843$294K0.06%+1,62713F-HRTimeline
Good Life Advisors, LLC5,566$280K0.02%+52613F-HRTimeline
Friedenthal Financial5,537$279K0.17%+4,13013F-HRTimeline
Dynamic Advisor Solutions LLC5,501$277K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.5,387$271K0.02%+5,37813F-HRTimeline
VERITY Wealth Advisors5,267$265K0.2%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC5,073$255K0.01%-1,899,89213F-HRTimeline
LOWE BROCKENBROUGH & CO INC5,040$254K0.02%-10013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA5,015$252K0.02%013F-HRTimeline
Foundations Investment Advisors, LLC5,007$252K<0.01%-3,16713F-HRTimeline
L & S Advisors Inc5,000$252K0.03%013F-HRTimeline
Mendel Money Management4,995$251K0.12%+57513F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/4,976$250K0.12%new13F-HRTimelineGroup
REDMONT WEALTH ADVISORS LLC4,937$248K0.48%-1,05113F-HRTimeline
Financial Sense Advisors, Inc.4,902$247K0.07%new13F-HRTimeline
Veracity Capital LLC4,899$247K0.1%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,896$246K<0.01%-177,80413F-HR/ATimelineGroup
Balefire, LLC4,834$243K0.08%+7013F-HRTimeline
Maridea Wealth Management LLC4,794$241K0.08%new13F-HRTimeline
Kovack Advisors, Inc.4,765$240K0.03%new13F-HRTimeline
Keystone Financial Group4,712$237K0.02%+4913F-HRTimeline
Revisor Wealth Management LLC4,704$237K0.11%new13F-HRTimeline
Charis Legacy Partners, LLC4,688$236K0.45%-2,56613F-HRTimeline
BEARING POINT CAPITAL, LLC4,684$236K0.05%+70713F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska4,662$235K0.04%-613F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC4,588$231K<0.01%+1713F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC4,569$230K1.16%new13F-HRTimeline
SIGNATUREFD, LLC4,542$229K<0.01%-20613F-HRTimeline
World Investment Advisors4,295$216K0.01%-29413F-HRTimeline
ATLAS CAPITAL ADVISORS INC.4,268$215K0.03%+1,84713F-HRTimeline
SIMON QUICK ADVISORS, LLC4,266$215K0.01%-2,99213F-HRTimeline
PATRON PARTNERS, LLC4,260$214K0.12%-40013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,228$213K0.01%new13F-HRTimeline
Virtue Capital Management, LLC4,169$210K0.02%new13F-HRTimeline
KICKSTAND VENTURES, LLC.4,126$208K0.05%-1,76013F-HRTimeline
JFS WEALTH ADVISORS, LLC4,087$206K0.01%new13F-HRTimeline
CAP Partners, LLC4,068$205K0.15%new13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD4,040$203K<0.01%new13F-HRTimelineGroup
SAWGRASS ASSET MANAGEMENT LLC4,004$202K0.02%new13F-HRTimeline
EVOKE WEALTH, LLC4,003$201K0.01%new13F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC4,000$201K<0.01%new13F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC3,993$201K0.01%new13F-HRTimeline
Avalon Trust Co3,900$196K0.02%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,888$196K0.02%+2613F-HRTimeline
Blue Trust, Inc.3,808$192K<0.01%013F-HRTimeline
Community Bank, N.A.3,795$191K0.03%-1,65113F-HRTimeline
Continuum Advisory, LLC3,678$185K0.02%-1,84013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.3,580$180K0.01%013F-HRTimelineGroup
Main Management LLCin group Main Management ETF Advisors,…3,356$169K0.01%-1,79113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC3,115$157K<0.01%-5813F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,897$146K0.11%+2,01713F-HRTimelineGroup
FMR LLCin group FMR LLC2,299$116K<0.01%+46013F-HRTimelineGroup
Kiker Wealth Management, LLC2,207$111K0.08%new13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…2,139$107K<0.01%+96613F-HRTimelineGroup
Hartford Financial Management Inc.2,061$104K0.02%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,923$96.8K<0.01%-25913F-HRTimelineGroup
Luminist Capital LLC1,797$90.4K0.1%+1,26713F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,732$87.2K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust1,697$85.4K0.01%013F-HRTimeline
EASTERN BANK1,685$84.8K<0.01%013F-HRTimeline
EPG Wealth Management LLC1,623$81.7K0.02%+1713F-HRTimeline
CoreCap Advisors, LLC1,324$66.6K<0.01%-913F-HRTimeline
First Horizon Advisors, Inc.1,253$63.1K<0.01%+54413F-HRTimeline
2UniFi Bank1,198$60.3K0.04%013F-HRTimeline
Cornerstone Planning Group LLC1,001$50.5K0.01%-14213F-HRTimeline
Vermillion Wealth Management, Inc.935$47K0.01%+7713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO777$39.1K<0.01%-2,12513F-HRTimelineGroup
Wilmington Savings Fund Society, FSB750$37.7K<0.01%-2,05013F-HRTimeline
Vermillion & White Wealth Management Gr…695$35K0.03%013F-HRTimeline
Global Wealth Strategies & Associates677$34.1K0.01%-41,14813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC667$33.6K0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC645$32.5K0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC630$31.7K<0.01%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC595$29.9K0.01%-87413F-HRTimeline
Wayfinding Financial, LLC545$27K0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.497$25K0.01%013F-HRTimeline
Tidemark, LLC446$22.5K0.01%-1,36613F-HRTimeline
Bruce G. Allen Investments, LLC435$21.9K0.02%+413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.369$18.6K<0.01%-27213F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC336$16.9K<0.01%new13F-HRTimelineGroup
GHP Investment Advisors, Inc.318$16K<0.01%+29913F-HRTimeline
Aventura Private Wealth, LLC306$15.4K0.01%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.300$15.1K0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.282$14.2K0.01%013F-HRTimeline
Catherine Avery Investment Management L…251$12.6K0.01%+313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV246$12.4K<0.01%new13F-HRTimeline
Ridgewood Investments LLC221$11.1K0.01%-1,97613F-HRTimeline
Princeton Global Asset Management LLC200$10.1K<0.01%013F-HRTimeline
Covestor Ltd191$10K0.01%-41613F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC197$9.93K<0.01%+213F-HRTimeline
AdvisorNet Financial, Inc153$7.7K<0.01%-2,13513F-HRTimeline
Bernard Wealth Management Corp.146$7.35K<0.01%+13413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management140$7.05K<0.01%+113F-HRTimelineGroup
TSFG, LLC130$7K<0.01%+113F-HRTimeline
Iron Horse Wealth Management, LLC133$6.69K<0.01%new13F-HRTimeline
CVA Family Office, LLC125$6.29K<0.01%013F-HRTimeline
NFSG Corp119$5.99K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC64$3.22K<0.01%-813F-HRTimeline
Glen Eagle Advisors, LLC57$2.87K<0.01%013F-HRTimeline
PMV Capital Advisers, LLC48$2.42K0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC44$2.22K<0.01%013F-HRTimeline
Parallel Advisors, LLC44$2.21K<0.01%013F-HRTimeline
GeoWealth Management, LLC40$2.03K<0.01%-116,27113F-HRTimeline
Main Street Group, LTD37$1.86K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.25$1.25K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc20$1K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC14$705<0.01%013F-HRTimeline
MCF Advisors LLC11$554<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC11$5530.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.6$304<0.01%013F-HRTimeline
Copley Financial Group, Inc.4$201<0.01%-6513F-HR/ATimeline
Smallwood Wealth Investment Management,…1$50<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.