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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
Summit Trail Advisors, LLC27,347,752$1.38B45.4%+5,502,74213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20,836,368$1.05B0.08%+10,832,80013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY18,769,622$945M0.07%-466,87513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/15,633,504$787M0.07%+713,60113F-HRTimelineGroup
LPL Financial LLC12,794,277$644M0.25%+186,48513F-HRTimeline
UBS Group AGin group UBS Group AG6,618,445$333M0.07%+824,85513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,364,168$320M0.12%+656,99713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS6,273,301$316M0.79%+1,179,42313F-HRTimeline
BIP Wealth, LLC5,766,837$290M18.92%+70,09713F-HRTimeline
Serenus Wealth Advisors, LLC5,598,422$282M46.77%+733,79413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,377,432$220M0.06%+609,92313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,341,912$168M0.04%+123,14213F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,105,954$156M0.04%-353,46113F-HRTimelineGroup
HighTower Advisors, LLC2,357,417$119M0.16%-214,07713F-HRTimeline
Private Advisor Group, LLC2,329,639$117M0.71%-212,78413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC2,275,700$115M0.17%+441,30013F-HRTimeline
IHT Wealth Management, LLC2,000,086$101M3.14%+329,77313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,840,463$92.6M-364,162Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,812,462$91.2M0.2%+393,28013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,786,567$89.9M0.21%+792,29213F-HRTimeline
Cetera Investment Advisers1,704,077$85.8M0.17%-182,24213F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC1,610,304$81M8.22%-2,67113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,600,305$80.5M+91,326Timeline
Wealthspire Advisors, LLC1,516,924$76.3M0.46%+112,52913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,515,292$76.3M0.45%+7,85213F-HRTimelineGroup
Cardinal Point Capital Management ULC1,414,349$71.2M6.54%+3,10413F-HRTimeline
Morton Capital Management LLC/CA1,387,489$69.8M13.49%-114,80113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,277,010$64.3M1.61%-89,72013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,274,171$64.1M+33,606Timeline
COMMONWEALTH EQUITY SERVICES, LLC1,263,956$63.6M0.09%+393,67313F-HRTimeline
Lunt Capital Management, Inc.1,247,270$62.8M22.84%+277,60513F-HRTimeline
Cambridge Investment Research Advisors,…1,154,000$58.1M0.2%-293,45213F-HRTimeline
DAVENPORT & Co LLC1,129,430$56.8M0.34%+34,53313F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,077,045$54.2M8.7%13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,059,684$53.3M0.15%+10,41513F-HRTimelineGroup
Capital Planning Advisors, LLC1,023,598$51.5M7.95%+88,76813F-HRTimeline
BLAIR WILLIAM & CO/IL1,016,801$51.2M0.15%+35,50713F-HRTimeline
Global View Capital Management LLC994,931$50.1M18.19%+573,60113F-HRTimeline
Gladstone Institutional Advisory LLC968,494$48.7M2.27%-17,69913F-HRTimeline
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.927,178$46.7M39.5%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…926,061$46.6M0.12%+730,91013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.883,000$44.4M<0.01%-21313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP854,910$43M0.05%+196,05013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…846,458$42.6M0.62%-26,40013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…780,738$39.3M0.08%-37,26613F-HRTimeline
UPTICK PARTNERS, LLC768,222$38.7M13.09%-54,65613F-HRTimeline
SPC Financial, Inc.757,862$38.1M3.35%-166,47413F-HRTimeline
Inspire Investing, LLCgroup of 2 filers holding751,547$37.8M-285,377Timeline
INTEGRITY ALLIANCE, LLC.751,309$37.8M1.5%new13F-HRTimeline
Disciplina Capital Management LLC724,448$36.5M5.3%+194,08713F-HRTimeline
Stonebridge Financial Group, LLC700,336$35.2M3.75%-160,42213F-HRTimeline
Carmel Capital Partners, LLC694,600$35M13.75%+77,28613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp684,534$34.5M0.01%+25,55813F-HRTimelineGroup
Ausdal Financial Partners, Inc.676,654$34.1M2.57%+259,22613F-HRTimeline
CWM, LLCin group CWM, LLC668,832$33.7M0.13%+142,71613F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC660,942$33.3M1.24%-107,77713F-HRTimelineGroup
Steward Partners Investment Advisory, L…653,611$32.9M0.29%+46,00313F-HRTimeline
McGuire Investment Group, LLC634,813$32M4.75%+108,18713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…633,885$31.9M1.31%+3,02913F-HRTimelineGroup
Vertex Planning Partners, LLC632,240$31.8M6.95%+41,72013F-HRTimeline
Matrix Trust Co611,316$30.8M5.19%-94,84613F-HRTimeline
SYKON CAPITAL LLC581,982$29.3M11.13%-37,73613F-HRTimeline
Cypress Capital, LLC564,491$28.4M8.19%-6,48713F-HRTimeline
Reyes Financial Architecture, Inc.525,755$26.5M19.47%-61,44413F-HRTimeline
WEBSTER BANK, N. A.515,834$26M2.85%-103,26313F-HRTimeline
Modern Wealth Management, LLC512,187$25.8M0.82%-24,29713F-HR/ATimeline
Mariner, LLCin group Mariner, LLC509,286$25.6M0.04%+214,38113F-HRTimelineGroup
Bristlecone Advisors, LLC508,609$25.6M2.09%+16,88613F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.504,729$25.4M4.93%+11,61013F-HRTimeline
Permanent Capital Management, LP494,472$24.9M7.13%+19,66813F-HRTimeline
New Perspectives, Inc473,507$23.8M12.72%+210,65713F-HRTimeline
Fortitude Family Office, LLC469,768$23.6M8.45%+402,75913F-HRTimeline
Geneos Wealth Management Inc.444,436$22.4M0.33%+258,60913F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…443,379$22.3M0.05%+43,83013F-HRTimeline
Stonekeep Investments, LLC432,861$21.8M16.07%-17,57213F-HRTimeline
Team Financial Group, LLC425,315$21.4M12.35%+1,80113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC420,506$21.2M1.69%+2,87813F-HRTimeline
REGIMEN WEALTH, LLC419,564$21.1M6.79%+7,21513F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC411,862$20.7M3.61%new13F-HRTimeline
Cassia Capital Partners, LLC411,482$20.7M12.92%-11,04913F-HRTimeline
Uniplan Investment Counsel, Inc.395,966$19.9M1.94%+47,23813F-HRTimeline
UHLMANN PRICE SECURITIES, LLC389,735$19.6M14.44%-2,07613F-HRTimeline
Atria Wealth Solutions, Inc.380,317$19.1M0.23%+188,20713F-HRTimeline
Melone Private Wealth, LLC379,612$19.1M10%-58,77313F-HRTimeline
DORVAL Corp373,005$18.8M7.56%+10,64513F-HRTimeline
Sharper & Granite LLC367,699$18.5M7.64%+128,09913F-HRTimeline
Jacobi Capital Management LLC360,103$18.1M1.34%+2,75813F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC345,079$17.4M13.24%+56,14713F-HRTimeline
United Asset Strategies, Inc.344,028$17.3M1.61%-64,85613F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…343,368$17.3M0.55%+27,57713F-HRTimelineGroup
FIRST NATIONAL CORP /MA/ /ADV330,401$16.6M3.67%+22,24413F-HRTimeline
Lauer Wealth, LLC326,384$16.4M12.69%-47,62913F-HRTimeline
HRT FINANCIAL LP325,123$16.4M0.1%+320,56513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…324,650$16.3M0.4%-80013F-HRTimelineGroup
Financial Security Advisor, Inc.315,960$15.9M4.03%+22,74213F-HRTimeline
Aptus Capital Advisors, LLC306,611$15.4M0.17%+2,51613F-HRTimeline
Apexium Financial, LP300,569$15.1M0.9%+196,85513F-HRTimeline
Eaton Financial Holdings Company, LLC291,383$14.7M6.09%+256,19813F-HRTimeline
Leibman Financial Services, Inc.291,160$14.7M11.39%+40,04513F-HRTimeline
Encompass More Asset Management284,166$14.3M4.27%-315,07913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED280,692$14.1M1.32%+31,74413F-HR/ATimeline
Alpha Zero LLC279,104$14M10.71%+261,80413F-HRTimeline
Summit Financial, LLC277,763$14M0.39%+22313F-HRTimeline
Blue Investment Partners LLC274,782$13.8M5.21%+26,02113F-HRTimeline
Guided Capital Wealth Management, LLC273,738$13.8M11.51%-222,25513F-HRTimeline
CALTON & ASSOCIATES, INC.273,240$13.8M3.14%+160,86113F-HR/ATimeline
ANDERSON HOAGLAND & CO270,649$13.6M1.62%-1,30113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP268,196$13.5M0.01%+85,62813F-HR/ATimelineGroup
Catalina Capital Group, LLC262,782$13.2M8.82%+90,92113F-HRTimeline
Bonfire Financial261,957$13.2M12.15%+6,51013F-HRTimeline
Eagle Strategies LLC261,720$13.2M2.29%+1,70613F-HRTimeline
Headland Capital, LLC255,641$12.9M4.28%+18,39213F-HRTimeline
MAI Capital Management251,687$12.7M0.1%-23,97813F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC247,842$12.5M0.78%-17,87113F-HRTimelineGroup
Grey Ledge Advisors, LLC246,829$12.4M3.26%-21,33413F-HRTimeline
TD Capital Management LLC245,996$12.4M1.25%-26,20813F-HRTimeline
Total Clarity Wealth Management, Inc.245,009$12.3M4.03%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding244,468$12.3M-90,888Timeline
Sanctuary Advisors, LLC232,620$11.7M0.08%-24,97913F-HRTimeline
CABOT WEALTH MANAGEMENT INC228,049$11.5M1.46%-81,92613F-HRTimeline
Mason & Associates Inc227,753$11.5M2.85%-68,83713F-HRTimeline
Leo Wealth, LLC225,836$11.4M1.63%-102,79313F-HRTimeline
Pallas Capital Advisors LLC221,924$11.2M0.46%+35,40813F-HRTimeline
ACORN CREEK CAPITAL LLC219,799$11.1M5.52%+11,09913F-HRTimeline
Parisi Gray Wealth Management217,445$10.9M3.57%+38,00213F-HRTimeline
HUB Investment Partners, LLC216,765$10.9M0.44%+58,84513F-HRTimeline
LifeWealth Investments, LLC214,041$10.8M5.18%+87,91913F-HR/ATimeline
Almanack Investment Partners, LLC.203,724$10.3M2.03%+17,86513F-HRTimeline
CAPITAL MANAGEMENT CORP /VA202,870$10.2M1.77%+12,30513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.202,853$10.2M0.27%+68,20813F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC202,644$10.2M0.54%-9,38713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.199,117$10M0.1%-29,72313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC198,062$9.97M0.03%+30,63013F-HRTimeline
Integrated Wealth Concepts LLC197,185$9.92M0.12%+23,12013F-HRTimeline
Sanchez Wealth Management Group197,082$9.92M2.69%+7,12613F-HRTimeline
Western Wealth Management, LLC195,727$9.85M0.65%+109,33113F-HRTimeline
NOVEM GROUP194,110$9.77M1.38%+17,98413F-HRTimeline
Castle Rock Wealth Management, LLC193,327$9.73M2.63%+65,70713F-HRTimeline
SFM, LLC193,294$9.73M7.15%-22,39713F-HRTimeline
Howard Capital Management, LLC1,940,828$9.64M0.24%-9,69613F-HRTimeline
Allen Capital Group, LLC190,329$9.58M1.1%+64,28913F-HRTimeline
Merit Financial Group, LLC187,242$9.42M0.14%-61,51713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC186,546$9.39M0.26%-11,84013F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC185,824$9.35M6.89%+32,41013F-HRTimeline
Procyon Advisors, LLC176,492$8.88M0.54%+151,10313F-HRTimeline
CAMBIAR INVESTORS LLC175,249$8.82M0.37%+5,24913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC175,003$8.81M0.02%+8,23413F-HRTimelineGroup
NewEdge Advisors, LLC171,725$8.64M0.05%+96,60013F-HRTimeline
Kingsview Wealth Management, LLC169,334$8.52M0.16%-1,25713F-HRTimeline
US FINANCIAL ADVISORS, LLC167,470$8.43M2.49%+46,93713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…164,278$8.27M0.18%+104,77813F-HRTimelineGroup
Envision Financial LLC163,207$8.21M6.19%+27,81213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC161,379$8.12M1.1%-10,60413F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC159,916$8.05M0.01%-80,84513F-HRTimelineGroup
BlackDiamond Wealth Management, LLC155,586$7.84M5.29%-206,57313F-HRTimeline
IFG Advisory, LLC155,105$7.81M0.43%+7,90713F-HRTimeline
Milestone Investment Advisors LLC154,661$7.78M2.16%+33,47213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.152,520$7.68M0.05%+40,54313F-HRTimeline
Elmwood Wealth Management, Inc.151,240$7.61M3.12%-12,11013F-HRTimeline
WCG Wealth Advisors LLC148,779$7.49M0.57%+21,99113F-HR/ATimeline
Curran Financial Partners, LLC148,476$7.47M1.83%+5,95813F-HRTimeline
D.A. DAVIDSON & CO.148,432$7.47M0.06%-4,56613F-HRTimeline
PFG Advisors147,080$7.4M0.41%+105,88313F-HRTimeline
Christian Investment Advisors, Inc.146,268$7.37M5.12%+5,08913F-HRTimeline
Laurel Wealth Advisors LLC145,798$7.34M1.15%+4,07513F-HRTimeline
Global Assets Advisory, LLC144,243$7.26M1.37%+97,70013F-HRTimeline
&PARTNERS142,157$7.15M0.08%+7,06313F-HRTimeline
AE Wealth Management LLC141,943$7.14M0.06%-184,78013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC141,740$7.13M0.6%+131,63613F-HRTimeline
Andina Capital Management, LLC139,490$7.02M5%+89,48213F-HRTimeline
Activest Wealth Management138,851$6.99M1.87%-5,70513F-HRTimeline
Collaborative Wealth Managment Inc.138,534$6.97M3.26%+2,73613F-HRTimeline
Keebeck Wealth Management134,587$6.77M1%-121,21113F-HRTimeline
M Wealth Management, LLC131,596$6.62M6.17%-25,57613F-HRTimeline
Fortress Wealth Management, Inc.130,111$6.55M3.4%-7,01513F-HRTimeline
MRWM Advisors, LLC127,471$6.42M4.46%-12,36813F-HRTimeline
Advisory Services Network, LLC125,571$6.32M0.12%+3,96813F-HRTimeline
Cascades Capital Asset Management, LLC125,444$6.31M3.41%+11,45013F-HRTimeline
J.W. COLE ADVISORS, INC.124,015$6.24M0.19%+85,05613F-HRTimeline
INVENIO WEALTH PARTNERS LLC122,788$6.18M2.59%+67,02013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…121,975$6.14M0.25%+5,37413F-HRTimelineGroup
Waverly Advisors, LLC121,030$6.09M0.07%+35,81113F-HRTimeline
Mraz, Amerine & Associates, Inc.120,517$6.06M1.04%new13F-HR/ATimeline
Golden State Wealth Management, LLC119,397$6.01M0.89%-11,47713F-HR/ATimeline
Yoder Wealth Management, Inc.119,378$6.01M3.38%-2,27813F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC117,326$5.91M2.31%-41,59713F-HRTimeline
Vantage Point Financial LLC116,860$5.88M2.96%+1,70513F-HRTimeline
Belpointe Asset Management LLC115,894$5.83M0.3%+91,61413F-HRTimeline
BEACON FINANCIAL GROUP115,316$5.8M0.63%-18,84713F-HRTimeline
TOWNSQUARE CAPITAL LLC114,449$5.76M0.06%+18,37713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC114,315$5.75M0.1%-26,45013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…114,174$5.75M<0.01%+70,72913F-HRTimelineGroup
Capital Investment Advisory Services, L…111,680$5.62M0.5%+2,89213F-HRTimeline
Ellevest, Inc.111,595$5.62M0.37%013F-HRTimeline
Etesian Wealth Advisors, Inc.110,281$5.55M2.39%+7,62213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC105,948$5.33M0.16%+9,95613F-HRTimelineGroup
NVWM, LLC105,009$5.29M1.4%-23,88613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers104,957$5.28M0.01%-3,78713F-HRTimelineGroup
OPTIMA CAPITAL LLC104,935$5.28M3.36%+60,62213F-HRTimeline
NWAM LLC101,703$5.12M0.44%+15,28713F-HRTimeline