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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
MORGAN STANLEYin group MORGAN STANLEY16,653,519$838M0.05%-1,006,01013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/14,382,469$724M0.05%-721,63113F-HRTimelineGroup
LPL Financial LLC12,854,447$647M0.18%-1,421,61513F-HRTimeline
Summit Trail Advisors, LLC8,595,674$433M7.48%-13,040,07113F-HRTimeline
NewEdge Wealth, LLC8,330,402$419M4.74%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,196,392$362M0.69%+117,32513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,107,531$358M0.11%+371,87713F-HRTimelineGroup
UBS Group AGin group UBS Group AG5,633,705$283M0.06%-1,953,25813F-HRTimelineGroup
BIP Wealth, LLC5,306,058$267M9.42%-14,239,54513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,336,559$168M0.03%-52,10513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,193,537$161M0.04%-1,144,03713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,142,470$158M0.03%-307,80913F-HRTimelineGroup
Serenus Wealth Advisors, LLC2,603,474$131M25.36%-1,685,22713F-HRTimeline
HighTower Advisors, LLC2,379,078$120M0.13%+292,96013F-HRTimeline
Cetera Investment Advisers2,194,779$110M0.12%+391,00313F-HRTimeline
Private Advisor Group, LLC1,989,353$100M0.47%-423,78013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,974,400$99.4M-170,334Timeline
IHT Wealth Management, LLC1,915,280$96.4M2.34%-116,30813F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC1,860,878$93.6M15.08%+472,80213F-HRTimeline
Morton Capital Management LLC/CA1,657,263$83.4M12.81%+183,09513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,645,114$82.8M0.12%-319,60813F-HRTimelineGroup
Cardinal Point Capital Management ULC1,436,883$72.3M4.73%+10,97713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,291,801$65M0.12%+87,77413F-HR/ATimelineGroup
DAVENPORT & Co LLC1,256,018$63.2M0.34%+1,86913F-HRTimeline
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.1,242,649$62.7M41.72%+24,64213F-HRTimeline
Wealthspire Advisors, LLC1,173,736$59.1M0.47%+513,73313F-HRTimeline
Global View Capital Management LLC1,112,762$56M10.44%+707,98913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,093,583$55M0.22%-3,57013F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,056,905$53.2M+102,708Timeline
Cambridge Investment Research Advisors,…1,047,051$52.7M0.14%-12,46713F-HRTimeline
Gladstone Institutional Advisory LLC1,042,952$52.5M1.98%+115,87913F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,011,555$50.9M7.2%-367,18613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding970,652$48.8M-562,863Timeline
BLAIR WILLIAM & CO/IL921,644$46.4M0.12%-50,50413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC916,338$46.1M0.06%-45,13913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO906,699$45.6M<0.01%-19,387,51913F-HRTimelineGroup
Lunt Capital Management, Inc.892,868$44.9M16.83%-91913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp864,479$43.5M0.01%+141,51113F-HRTimelineGroup
Steward Partners Investment Advisory, L…830,825$41.8M0.23%+40,88013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP828,754$41.7M0.04%+133,86713F-HRTimelineGroup
AlphaCore Capital LLC788,723$39.7M0.89%new13F-HRTimeline
McGuire Investment Group, LLC786,566$39.6M4.23%+171,26713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…761,791$38.4M0.05%-14,43413F-HRTimeline
Mraz, Amerine & Associates, Inc.718,735$36.2M5.37%+494,34813F-HRTimeline
Stonebridge Financial Group, LLC700,155$35.2M3.01%-22,63813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP696,849$35.1M0.71%-322,92613F-HRTimeline
Ausdal Financial Partners, Inc.664,696$33.4M1.55%+101,42613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…641,233$32.3M0.78%+360,86413F-HRTimelineGroup
Capital Planning Advisors, LLC641,211$32.3M4.32%-156,89113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…640,412$32.2M1.05%-26,72013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC610,890$30.7M0.06%-68,23413F-HRTimelineGroup
Encompass More Asset Management603,145$30.4M5.62%-278,10513F-HRTimeline
INTEGRITY ALLIANCE, LLC.601,563$30.3M1.11%+70,35113F-HRTimeline
UPTICK PARTNERS, LLC592,111$29.8M6.35%-67,13413F-HRTimeline
Cypress Capital, LLC566,132$28.5M7.98%+4,10213F-HRTimeline
Carmel Capital Partners, LLC555,342$27.9M9.81%+15,23113F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC548,205$27.6M2.54%-60,56413F-HRTimelineGroup
Global Retirement Partners, LLC520,229$26.2M0.46%+86,81913F-HRTimeline
Vertex Planning Partners, LLC518,086$26.1M6.06%-20,39913F-HRTimeline
UHLMANN PRICE SECURITIES, LLC465,255$23.6M14%-43,93813F-HRTimeline
Leo Wealth, LLC455,137$23M1.67%-16,10913F-HRTimeline
Disciplina Capital Management LLC454,805$22.9M2.62%-219,35813F-HRTimeline
Team Financial Group, LLC454,430$22.9M10.37%-22,63913F-HRTimeline
Client First Capital LLC451,368$22.7M9.7%-53,71413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…450,881$22.7M0.01%+22,04013F-HR/ATimelineGroup
Stonebridge Wealth Management, LLC448,805$22.6M21.34%+50,10513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC435,810$21.9M1.38%+57,39913F-HRTimeline
&PARTNERS434,141$21.9M0.11%+291,98913F-HRTimeline
WEBSTER BANK, N. A.430,091$21.6M2.03%+9,37513F-HRTimeline
Melone Private Wealth, LLC429,196$21.6M9.16%+96,22413F-HRTimeline
REGIMEN WEALTH, LLC428,334$21.6M6.3%+2,63013F-HRTimeline
United Asset Strategies, Inc.424,621$21.4M1.65%+53,24213F-HRTimeline
Etesian Wealth Advisors, Inc.422,290$21.2M6.66%+7,36313F-HRTimeline
New Perspectives, Inc416,536$21M7.27%+4,61113F-HRTimeline
Stonekeep Investments, LLC406,289$20.4M13.07%-32,48613F-HR/ATimeline
Alpha Zero LLC397,336$20M10.92%+24,16913F-HRTimeline
Aptus Capital Advisors, LLC395,278$19.9M0.17%-65413F-HRTimeline
CWM, LLCin group CWM, LLC375,462$18.9M0.05%-192,97313F-HRTimelineGroup
WCG Wealth Advisors LLC374,116$18.8M0.53%+246,07413F-HRTimeline
Catalina Capital Group, LLC373,961$18.8M11.54%+60,87313F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…369,789$18.6M0.05%-119,34013F-HRTimeline
Vestmark Advisory Solutions, Inc.367,529$18.5M0.25%+354,33813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC366,801$18.5M0.89%+351,59213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…361,596$18.2M0.21%+34,85413F-HRTimelineGroup
Permanent Capital Management, LP348,134$17.5M3.41%-70,37813F-HRTimeline
Broussard Financial Group LLC343,170$17.3M14%13F-HRTimeline
Envision Financial LLC337,489$17M8.98%+7,72113F-HRTimeline
Sharper & Granite LLC335,181$16.9M5.94%-72,77713F-HRTimeline
Sanctuary Advisors, LLC326,098$16.4M0.09%-50,01213F-HRTimeline
Family Legacy Financial Solutions, LLC325,598$16.4M12.63%-100,07013F-HRTimeline
MML INVESTORS SERVICES, LLC325,521$16.4M0.04%+59,02313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV320,138$16.1M0.02%-457,91313F-HRTimeline
Bonfire Financial319,858$16.1M12.02%+27,89913F-HRTimeline
Pallas Capital Advisors LLC317,485$16M0.53%+74,69713F-HRTimeline
Reyes Financial Architecture, Inc.314,691$15.8M9.65%-36,45413F-HRTimeline
Financial Security Advisor, Inc.314,444$15.8M3.06%-7,21413F-HRTimeline
IFG Advisory, LLC313,678$15.8M0.69%+20,83913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…313,653$15.8M0.39%+50,79113F-HRTimelineGroup
Modern Wealth Management, LLC305,567$15.4M0.28%-83,54913F-HRTimeline
Rare Wolf Capital LLC301,029$15.1M9.46%13F-HRTimeline
Christian Investment Advisors, Inc.300,257$15.1M12.25%+11,73713F-HRTimeline
CALTON & ASSOCIATES, INC.295,820$14.9M2.19%new13F-HRTimeline
Leibman Financial Services, Inc.295,493$14.9M10.73%-35,67213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP292,569$14.7M0.01%+15,26013F-HRTimelineGroup
Goldenstone Wealth Management LLC287,763$14.5M10.83%13F-HRTimeline
MAI Capital Management280,874$14.1M0.08%+19,31113F-HRTimeline
Lauer Wealth, LLC279,547$14.1M10.69%-34,29813F-HRTimeline
Headland Capital, LLC279,284$14.1M3.91%+5,61013F-HRTimeline
Farther Finance Advisors, LLC278,902$14M0.15%+232,22213F-HRTimeline
Napier Financial, LLC275,049$13.8M3.46%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC274,543$13.8M0.25%-3,47713F-HR/ATimeline
Cassia Capital Partners, LLC272,067$13.7M7.41%-112,13913F-HRTimeline
Grey Ledge Advisors, LLC272,058$13.7M3.1%-47,87613F-HRTimeline
Merit Financial Group, LLC268,371$13.5M0.11%+45,55613F-HRTimeline
Mueller Wealth, LLC267,748$13.5M11.15%13F-HRTimeline
Guided Capital Wealth Management, LLC267,665$13.5M9.44%+2,06913F-HRTimeline
Howard Capital Management, LLC2,016,347$13.4M0.17%-4,62413F-HRTimeline
Arta Finance Wealth Management LLC266,868$13.4M6.85%13F-HRTimeline
Allen Capital Group, LLC266,312$13.4M1.23%+70,18513F-HRTimeline
Value Investment Professionals, LLC260,638$13.1M13.75%13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…257,965$13M0.16%-9,67113F-HRTimelineGroup
Parisi Gray Wealth Management256,803$12.9M2.93%+56,53513F-HRTimeline
Intrua Financial, LLC254,046$12.8M1.4%+54,36013F-HRTimeline
Castle Rock Wealth Management, LLC248,052$12.5M2.7%+57,27913F-HRTimeline
Haven Private, LLC247,301$12.4M5.45%+15,58213F-HRTimeline
Uniplan Investment Counsel, Inc.245,801$12.4M1.24%-54,15513F-HR/ATimeline
Mariner, LLCin group Mariner, LLC243,776$12.3M0.01%-49,21013F-HRTimelineGroup
ACORN CREEK CAPITAL LLC240,579$12.1M4.35%+37,08613F-HRTimeline
HighPoint Advisor Group LLC240,031$12.1M0.27%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding239,054$12M+22,281Timeline
BFI Wealth Solutions, LLC226,376$11.4M10.85%13F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC222,282$11.2M0.59%-31,09413F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…218,410$11M0.07%new13F-HRTimelineGroup
Arkadios Wealth Advisors217,758$11M0.22%+149,20013F-HRTimeline
Eaton Financial Holdings Company, LLC214,532$10.8M2.9%-81,90013F-HRTimeline
CAPITAL MANAGEMENT CORP /VA213,314$10.7M1.76%+1,37413F-HRTimeline
Milestone Investment Advisors LLC208,469$10.5M2.54%+13,34913F-HRTimeline
Procyon Advisors, LLC208,054$10.5M0.52%+20,30313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC207,659$10.4M0.49%-476,49813F-HRTimeline
NVWM, LLC207,313$10.4M2.27%+20,28113F-HRTimeline
Mason & Associates Inc204,303$10.3M1.93%+32,07213F-HRTimeline
SYKON CAPITAL LLC203,815$10.3M3.29%+56,67613F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…200,000$10.1M0.02%new13F-HRTimeline
NewEdge Advisors, LLC199,154$10M0.04%+29,73913F-HRTimeline
WT Wealth Management197,782$9.95M2.86%-1,09213F-HRTimeline
HUB Investment Partners, LLC193,459$9.73M0.27%+36013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.193,265$9.73M0.07%-18,86013F-HRTimelineGroup
ANDERSON HOAGLAND & CO190,806$9.6M0.83%-19,73113F-HRTimeline
SFM, LLC182,098$9.16M5.37%-142,72813F-HRTimeline
INVENIO WEALTH PARTNERS LLC181,944$9.16M3.4%+17,53813F-HRTimeline
Ankerstar Wealth, LLC178,970$9.01M8.97%13F-HRTimeline
DORVAL Corp175,551$8.83M2.82%-71,82013F-HRTimeline
Warner Group LLC174,030$8.76M5.4%+28313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.165,095$8.31M0.18%-3,61313F-HRTimelineGroup
Keebeck Wealth Management164,309$8.27M0.95%+23,67213F-HRTimeline
Laurel Wealth Advisors LLC161,211$8.11M1.07%+8,99213F-HRTimeline
Andina Capital Management, LLC158,782$7.99M4.83%-127,58813F-HRTimeline
Fortune Financial Group, Inc.156,420$7.87M7.74%13F-HRTimeline
ORG Partners LLC153,990$7.75M1.36%+37,17413F-HRTimeline
BlackDiamond Wealth Management, LLC148,375$7.48M3.64%-43,89213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth146,697$7.38M0.01%+120,51713F-HRTimelineGroup
Exit Wealth Advisors, LLC.143,494$7.22M4.27%+71,91813F-HRTimeline
TD Capital Management LLC143,049$7.2M0.64%-53,13613F-HRTimeline
Ares Financial Consulting, LLC142,775$7.18M6.84%13F-HRTimeline
Sanchez Wealth Management Group142,731$7.18M1.54%-113,99513F-HRTimeline
Cresset Asset Management, LLC140,819$7.09M0.03%+2,05513F-HRTimeline
Kingsview Wealth Management, LLC138,173$6.95M0.1%-5,47313F-HRTimeline
Total Clarity Wealth Management, Inc.136,919$6.89M1.67%-16,86413F-HRTimeline
Independent Wealth Advisors LLC136,860$6.89M7.19%13F-HRTimeline
MRWM Advisors, LLC131,799$6.63M3.56%-8313F-HRTimeline
D.A. DAVIDSON & CO.129,138$6.5M0.04%-2,76413F-HRTimeline
Reality Financial Planning Services, LLC128,077$6.44M6.17%13F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC125,950$6.34M0.63%+1,64413F-HRTimeline
Geneos Wealth Management Inc.123,446$6.21M0.15%-9,38513F-HRTimeline
Capital Investment Advisory Services, L…123,409$6.21M0.44%+3,68813F-HRTimeline
Daviman Financial, LLC122,966$6.19M3.63%13F-HRTimeline
CABOT WEALTH MANAGEMENT INC122,716$6.18M0.68%-62,24513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC120,930$6.09M0.36%-29,34813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC120,041$6.04M0.01%-28,53313F-HRTimelineGroup
Warren Street Wealth Advisors, LLC119,388$6.01M1.73%+13,18813F-HRTimeline
Cascades Capital Asset Management, LLC118,582$5.97M2.5%-13,92813F-HRTimeline
Activest Wealth Management117,304$5.9M1.1%-6,17913F-HRTimeline
Belpointe Asset Management LLC115,460$5.81M0.21%+8,98513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.113,280$5.7M0.01%+3,53213F-HRTimelineGroup
Evernest Financial Advisors, LLC110,269$5.56M1.16%-14,35713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED109,419$5.5M0.37%-34,13313F-HRTimeline
Advisory Services Network, LLC109,263$5.5M0.08%+14613F-HRTimeline
Curran Financial Partners, LLC108,751$5.47M1.04%-12,52813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC106,562$5.36M0.04%+1,72913F-HRTimeline
Golden State Wealth Management, LLC105,899$5.33M0.56%-12,46513F-HRTimeline
Argo Wealth Advisory, LLC105,127$5.29M3.16%13F-HRTimeline
Hobart Private Capital, LLC104,562$5.26M1.03%+10,09113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…102,532$5.16M0.01%-25,91413F-HRTimelineGroup
Western Wealth Management, LLC101,365$5.1M0.24%+6,44613F-HRTimeline
Ellevest, Inc.100,182$5.04M0.7%-9,92313F-HRTimeline
NOVEM GROUP99,038$4.98M0.58%+24,88813F-HRTimeline
Wealthfront Advisers LLC98,768$4.97M0.01%+20,49413F-HRTimeline
Second Line Capital, LLC97,198$4.89M1.01%+9,25413F-HRTimeline
Bernardo Wealth Planning LLC95,683$4.81M0.92%-3,76413F-HRTimeline
Town Capital LLC95,524$4.81M3.93%13F-HRTimeline