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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
ROBINSON SMITH WEALTH ADVISORS LLC14,409$725K0.49%013F-HRTimeline
Mutual Advisors, LLC14,338$722K0.02%+4,29113F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC14,179$714K0.46%-5,77213F-HRTimeline
GenWealth Group, Inc.14,089$709K0.12%+2,82413F-HRTimeline
J.W. COLE ADVISORS, INC.14,009$705K0.02%-6,51313F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…13,916$700K0.23%-48613F-HRTimeline
VestGen Advisors, LLC13,878$700K0.02%-10,45613F-HRTimeline
EVERETT HARRIS & CO /CA/13,700$690K0.01%-15,00013F-HRTimeline
Archer Investment Corp13,690$689K0.15%+2,63513F-HRTimeline
Mosley Wealth Management13,112$659K0.3%-4,04213F-HRTimeline
Trek Financial, LLC12,937$651K0.03%013F-HRTimeline
Core Wealth Partners LLC12,889$649K0.3%-1,07113F-HRTimeline
Avestar Capital, LLC12,758$642K0.04%+7,63013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC12,735$641K0.02%013F-HRTimeline
Opus Financial Solutions LLC12,696$639K0.6%-1,00413F-HRTimeline
GM Advisory Group, LLC12,691$639K0.02%+5,62113F-HRTimeline
Capital Advisors, Ltd. LLC12,424$625K0.07%+11,76613F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC12,365$622K0.28%+11013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC12,109$610K0.1%+9013F-HRTimeline
AlphaStar Capital Management, LLC12,059$607K0.04%+5,68313F-HRTimeline
Root Financial Partners, LLC11,807$594K0.03%013F-HRTimeline
TopTier Wealth Management, LLC11,773$593K0.36%+1,21913F-HRTimeline
Advisor Resource Council11,696$589K0.23%+2,35013F-HRTimeline
NewSquare Capital LLC11,498$579K0.05%+61213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC11,349$571K0.04%+4,00313F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC11,330$570K0.06%+80413F-HRTimeline
Professional Financial Advisors, LLC11,292$568K0.12%-38,28013F-HRTimeline
Cypress Wealth Services, LLC11,282$568K0.08%new13F-HRTimeline
Snowden Capital Advisors LLC11,138$561K0.01%-2,22813F-HRTimeline
Simplicity Wealth,LLC11,117$560K0.03%+76013F-HRTimeline
Midwest Financial Network, LLC11,088$558K0.44%-1,73413F-HRTimeline
Matrix Trust Co11,093$558K0.09%+3113F-HRTimeline
Weaver Consulting Group10,964$552K0.13%-3713F-HRTimeline
Spartan Planning & Wealth Management10,924$550K0.41%+4,36313F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…10,924$550K0.06%new13F-HRTimelineGroup
CGN Advisors LLC10,908$549K0.04%-10,65513F-HRTimeline
Sequoia Financial Advisors, LLC10,887$548K<0.01%+6,15713F-HRTimeline
Annex Advisory Services, LLC10,791$543K0.01%-3,14113F-HRTimeline
BRIGHTON JONES LLC10,519$530K0.01%new13F-HR/ATimeline
Foundations Investment Advisors, LLC10,451$526K0.01%-9,80613F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC10,251$516K0.3%+82213F-HRTimeline
17 CAPITAL PARTNERS, LLC10,091$508K0.26%new13F-HRTimeline
ADAR1 Capital Management, LLCin group ADAR1 Capital Management, LLC10,000$503K0.03%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,947$501K0.03%+1,79013F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.9,936$500K0.11%new13F-HRTimeline
Roundview Capital LLC9,900$498K0.03%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.9,682$487K0.03%-70113F-HRTimelineGroup
Wealth Management Associates, Inc.9,672$487K0.17%-40713F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC9,561$481K<0.01%-6,79913F-HRTimelineGroup
Adalta Capital Management LLC9,495$478K0.23%-6,50513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC9,045$455K0.03%013F-HRTimeline
Evernest Financial Advisors, LLC8,911$448K0.09%-101,35813F-HRTimeline
AE Wealth Management LLC8,850$446K<0.01%-7,80513F-HRTimeline
Krilogy Financial LLC8,723$440K0.01%-3,17113F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC8,698$438K0.23%-18,69213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,667$436K0.01%+10013F-HRTimelineGroup
Cascade Investment Advisors, Inc.8,508$428K0.25%+98013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC8,415$424K0.01%013F-HRTimeline
MRWM Advisors, LLC8,403$423K0.23%-123,39613F-HRTimeline
Independent Wealth Network Inc.8,358$421K0.12%-2013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,289$417K<0.01%+3613F-HRTimelineGroup
LifeWealth Investments, LLC8,219$414K0.12%-11,81013F-HRTimeline
G&S Capital LLC8,055$405K0.14%-1,44513F-HRTimeline
Heck Capital Advisors, LLC7,941$400K0.03%013F-HRTimeline
CENTAURUS FINANCIAL, INC.7,935$399K0.02%-39613F-HRTimeline
Dynamic Advisor Solutions LLC7,925$399K0.01%013F-HRTimeline
FSA WEALTH PARTNERS, INC.7,895$397K0.19%013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,854$395K0.01%+52513F-HRTimeline
WealthPoint Financial, LLC7,784$392K0.33%+60713F-HR/ATimeline
FLORIDA FINANCIAL ADVISORS, LLC7,744$390K0.09%+27013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,480$377K0.01%new13F-HR/ATimelineGroup
IEQ CAPITAL, LLC7,200$362K<0.01%new13F-HRTimeline
ZEGA Investments, LLC7,140$359K0.07%+5113F-HRTimeline
Trademark Financial Management, LLC7,093$357K0.17%new13F-HRTimeline
MTM Investment Management, LLC7,030$354K0.11%-43213F-HRTimeline
Bristlecone Value Partners, LLC6,778$341K0.3%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,629$334K<0.01%new13F-HRTimelineGroup
Harbour Capital Advisors, LLC6,400$323K0.06%-45013F-HRTimeline
Financial & Tax Architects, LLC6,401$322K0.07%new13F-HRTimeline
Betterment LLC6,328$319K<0.01%new13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC6,243$314K0.18%-1,61613F-HRTimeline
Apella Capital, LLC6,225$314K<0.01%+27013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC6,178$311K0.05%-20,51613F-HRTimeline
Patton Albertson Miller Group, LLC6,000$302K0.04%013F-HRTimeline
Ballast Rock Private Wealth LLC6,000$302K0.17%013F-HRTimeline
Investment Advisory Services Group LLC5,863$295K0.26%-19,77713F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …5,803$292K0.01%+98813F-HRTimelineGroup
Altus Wealth Group LLC5,707$287K0.12%+27613F-HRTimeline
Embree Financial Group5,571$280K0.03%-2,11813F-HRTimeline
Frontier Asset Management, LLC5,473$276K0.06%-98413F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.5,398$272K0.22%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC5,373$270K<0.01%new13F-HRTimeline
Barnes Wealth Management Group, Inc5,339$269K0.14%-2,99813F-HRTimeline
Signal Advisors Wealth, LLC5,337$269K0.02%new13F-HRTimeline
VERITY Wealth Advisors5,267$265K0.18%013F-HRTimeline
QUANTIFY CHAOS ADVISORS, LLC5,251$264K0.82%-67313F-HRTimeline
Alessandra Capital Management, LLC5,200$262K0.22%new13F-HRTimeline
Prospera Financial Services Inc5,101$257K<0.01%new13F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA5,015$252K0.02%013F-HRTimeline
L & S Advisors Inc5,000$252K0.03%013F-HRTimeline
Balefire, LLC4,957$250K0.05%-2313F-HRTimeline
Sovran Advisors, LLC4,951$249K0.02%-1,85113F-HRTimeline
Keystone Financial Group4,904$247K0.02%+4313F-HRTimeline
LOWE BROCKENBROUGH & CO INC4,885$246K0.01%-4,90513F-HRTimeline
MRA Advisory Group4,787$241K0.1%-2,74013F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC4,761$240K0.12%+9213F-HRTimeline
DeLarme Wealth Management, Inc.4,701$237K0.15%-7213F-HRTimeline
Walkner Condon Financial Advisors LLC4,634$233K0.03%013F-HRTimeline
Valtinson Bruner Financial Planning LLC4,574$230K0.06%-19713F-HRTimeline
Vilga Financial Planning LLC4,376$220K0.2%013F-HRTimeline
DORVAL Corp4,372$220K0.07%-171,17913F-HRTimeline
January Capital Advisors LLC4,350$219K0.3%13F-HRTimeline
Goldstone Financial Group, LLC4,337$218K0.02%-83113F-HRTimeline
HFG Advisors, Inc.4,240$213K0.15%+3113F-HRTimeline
EARNED WEALTH ADVISORS, LLC4,170$210K0.01%new13F-HRTimeline
Curi Capital, LLC4,158$209K<0.01%013F-HRTimeline
Summa Corp.4,090$206K0.09%-7,36013F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC4,087$206K0.09%new13F-HRTimeline
Tortoise Investment Management, LLC4,000$201K0.02%new13F-HRTimeline
Prota Financial, LLC3,987$201K0.15%new13F-HRTimeline
LFG Wealth Partners, LLC3,984$201K0.12%new13F-HRTimeline
Blue Trust, Inc.3,802$191K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.3,697$186K0.01%+11713F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,427$172K<0.01%-21,55413F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV3,001$151K0.01%-11413F-HRTimeline
TD Waterhouse Canada Inc.2,971$150K<0.01%-1,78313F-HRTimeline
IAG Wealth Partners, LLC2,969$149K0.02%-5,70513F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,949$148K0.07%+1213F-HRTimelineGroup
Lloyd Advisory Services, LLC.2,916$147K0.04%new13F-HRTimeline
Kingdom Financial Group LLC.2,916$147K0.04%-1,49913F-HRTimeline
Nvest Wealth Strategies, Inc.2,910$146K0.1%-7713F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…2,790$140K0.01%-43313F-HRTimelineGroup
GeoWealth Management, LLC2,581$130K<0.01%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.2,378$120K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,105$106K<0.01%013F-HRTimelineGroup
SHP Wealth Management2,052$103K0.01%013F-HRTimeline
CENTRAL TRUST Co1,991$100K<0.01%+70013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,700$85.6K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,700$85.6K<0.01%+15513F-HRTimelineGroup
EPG Wealth Management LLC1,689$85K0.02%+1513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,522$76.6K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC1,490$75K<0.01%+23713F-HRTimeline
Merkkuri Wealth Advisors LLC1,396$70.3K0.05%new13F-HRTimeline
FIRST HORIZON CORP1,253$63.1K<0.01%013F-HRTimeline
CX Institutional1,250$63K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust1,200$60.4K<0.01%013F-HRTimeline
2UniFi Bank1,198$60.3K0.03%013F-HRTimeline
Cornerstone Planning Group LLC1,073$54K0.01%+4113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,072$54K<0.01%new13F-HRTimelineGroup
Frankly Finances, LLC980$49.3K0.04%new13F-HRTimeline
Smithfield Trust Co874$44K<0.01%new13F-HRTimeline
Capital Advisor Network LLC734$37K0.05%13F-HR/ATimeline
Physician Wealth Advisors, Inc.620$31.2K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp595$30K<0.01%013F-HRTimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH580$29.2K0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources500$25.2K<0.01%+36513F-HRTimelineGroup
Chung Wu Investment Group, LLC500$25.2K0.02%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/493$24.8K<0.01%new13F-HRTimelineGroup
Transce3nd, LLC474$23.9K0.21%+8313F-HRTimeline
CBIZ Investment Advisory Services, LLC455$22.9K<0.01%013F-HRTimeline
Destiny Wealth Partners, LLC455$22.9K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC386$19.4K0.01%-10,25213F-HRTimeline
Vermillion Wealth Management, Inc.335$16.8K0.01%-11113F-HRTimeline
GHP Investment Advisors, Inc.318$16K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC306$15.4K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.300$15.1K0.01%013F-HRTimeline
Covestor Ltd300$15K0.01%+6613F-HRTimeline
1620 INVESTMENT ADVISORS, INC.282$14.2K0.01%013F-HRTimeline
Tidemark, LLC248$12.5K<0.01%013F-HRTimeline
SIGNATUREFD, LLC229$11.5K<0.01%013F-HRTimeline
CVA Family Office, LLC215$10.8K<0.01%+9013F-HRTimeline
QUADRANT CAPITAL GROUP LLC160$8.05K<0.01%new13F-HR/ATimeline
Avion Wealth167$8K<0.01%013F-HRTimeline
Arax Advisory Partners147$7.39K<0.01%-7813F-HRTimeline
TSFG, LLC134$7K<0.01%-6513F-HRTimeline
Bernard Wealth Management Corp.134$6.75K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/133$6.7K<0.01%013F-HRTimeline
NFSG Corp119$5.99K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC99$4.98K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC88$4.43K<0.01%new13F-HRTimeline
Triumph Capital Management85$4.28K<0.01%013F-HRTimeline
Fortitude Family Office, LLC70$3.52K<0.01%-4313F-HRTimeline
OAKWORTH CAPITAL, INC.69$3.47K<0.01%013F-HRTimeline
True Link Financial Advisors, LLC59$2.97K<0.01%new13F-HR/ATimeline
Glen Eagle Advisors, LLC57$2.87K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.56$2.82K<0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.54$2.72K<0.01%013F-HRTimeline
Parallel Advisors, LLC44$2.21K<0.01%013F-HR/ATimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC42$2.11K<0.01%13F-HRTimelineGroup
Medallion Wealth Advisors, LLC40$2.01K<0.01%013F-HRTimeline
Main Street Group, LTD37$1.86K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC21$1.06K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc21$1K<0.01%+113F-HRTimeline
ROTHSCHILD INVESTMENT LLC14$705<0.01%013F-HRTimeline
MCF Advisors LLC11$554<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC11$5540.01%013F-HRTimeline
Global Wealth Strategies & Associates8$415<0.01%-8213F-HRTimeline
Smallwood Wealth Investment Management,…1$50<0.01%013F-HRTimeline
Rossby Financial, LCC1$50<0.01%013F-HRTimeline