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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
MORGAN STANLEYin group MORGAN STANLEY17,440,508$878M0.05%+786,98913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/15,934,091$802M0.06%+1,551,62213F-HRTimelineGroup
LPL Financial LLC12,759,066$642M0.17%-95,38113F-HRTimeline
Summit Trail Advisors, LLC9,927,563$500M7.16%+1,331,88913F-HRTimeline
NewEdge Wealth, LLC7,632,376$384M4.59%-698,02613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,040,261$354M0.11%-67,27013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS5,254,391$265M0.46%-1,942,00113F-HRTimeline
BIP Wealth, LLC5,099,716$257M10.44%-206,34213F-HRTimeline
UBS Group AGgroup of 2 filers holding5,092,142$256M-541,563Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,939,267$198M0.04%+602,70813F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,827,440$193M0.04%+633,90313F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding2,820,724$142M+846,324Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,815,078$142M0.03%-327,39213F-HRTimelineGroup
Serenus Wealth Advisors, LLC2,418,262$122M24.28%-185,21213F-HRTimeline
HighTower Advisors, LLC2,340,291$118M0.13%-38,78713F-HRTimeline
Private Advisor Group, LLC2,316,049$117M0.55%+326,69613F-HRTimeline
IHT Wealth Management, LLC1,781,664$89.7M2.09%-133,61613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,708,924$86M0.13%+63,81013F-HRTimelineGroup
Cetera Investment Advisers1,708,823$86M0.09%-485,95613F-HRTimeline
Morton Capital Management LLC/CA1,677,866$84.5M12.56%+20,60313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,527,134$76.9M0.14%+235,33313F-HRTimelineGroup
Cardinal Point Capital Management ULC1,474,438$74.2M4.55%+37,55513F-HRTimeline
Global View Capital Management LLC1,377,489$69.3M18.41%+264,72713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,283,651$64.6M+312,999Timeline
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.1,272,541$64.1M45.96%+29,89213F-HRTimeline
DAVENPORT & Co LLC1,265,991$63.7M0.35%+9,97313F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC1,238,547$62.3M8.39%-622,33113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,171,030$58.9M0.01%+306,55113F-HRTimelineGroup
FOURPATH CAPITAL MANAGEMENT, LLC1,164,700$58.6M8.41%new13F-HRTimeline
Ausdal Financial Partners, Inc.1,120,648$56.4M2.52%+455,95213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,107,390$55.7M0.05%+278,63613F-HRTimelineGroup
Stenger Family Office, LLC1,009,122$50.8M8.97%new13F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,009,088$50.8M-47,817Timeline
Steward Partners Investment Advisory, L…961,440$48.4M0.25%+130,61513F-HRTimeline
Encompass More Asset Management930,640$46.8M7.91%+327,49513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC930,289$46.8M0.07%+13,95113F-HRTimeline
NewEdge Advisors, LLC922,353$46.4M0.17%+723,19913F-HR/ATimeline
McGuire Investment Group, LLC895,079$45.1M5.09%+108,51313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC894,474$45M0.18%-199,10913F-HRTimelineGroup
Vertex Planning Partners, LLC894,095$45M8.74%+376,00913F-HRTimeline
Cambridge Investment Research Advisors,…889,472$44.8M0.12%-157,57913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP868,238$43.7M0.91%+171,38913F-HRTimeline
BLAIR WILLIAM & CO/IL861,142$43.3M0.12%-60,50213F-HRTimeline
Lunt Capital Management, Inc.851,899$42.9M16.46%-40,96913F-HRTimeline
Exit Wealth Advisors, LLC.832,449$41.9M21.58%+688,95513F-HRTimeline
Mraz, Amerine & Associates, Inc.822,468$41.4M6.1%+103,73313F-HRTimeline
Wealthspire Advisors, LLC809,798$40.8M0.32%-363,93813F-HRTimeline
Capital Planning Advisors, LLC807,604$40.7M5.88%+166,39313F-HRTimeline
Farther Finance Advisors, LLC778,937$39.2M0.37%+500,03513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO776,241$39.1M<0.01%-130,45813F-HR/ATimelineGroup
Clear Creek Financial Management, LLC772,932$38.9M2.98%+692,11213F-HRTimeline
Independent Advisor Alliance769,824$38.8M0.42%new13F-HRTimeline
AlphaCore Capital LLC764,110$38.5M0.91%-24,61313F-HRTimeline
Cresset Asset Management, LLC743,381$37.4M0.16%+602,56213F-HRTimeline
Arkadios Wealth Advisors735,163$37M0.61%+517,40513F-HRTimeline
Disciplina Capital Management LLC665,797$33.5M3.55%+210,99213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…653,878$32.9M1.08%+13,46613F-HRTimelineGroup
Uniplan Investment Counsel, Inc.649,711$32.7M3.36%+403,91013F-HRTimeline
Mariner, LLCin group Mariner, LLC627,323$31.6M0.04%+383,54713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC623,069$31.4M0.06%+12,17913F-HRTimelineGroup
WCG Wealth Advisors LLC616,330$31M0.87%+242,21413F-HRTimeline
INTEGRITY ALLIANCE, LLC.599,018$30.2M1.15%-2,54513F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC590,380$29.7M2.42%+42,17513F-HRTimelineGroup
Carmel Capital Partners, LLC576,938$29M10.48%+21,59613F-HRTimeline
SYKON CAPITAL LLC561,762$28.3M9.42%+357,94713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT546,971$27.5M1.02%+536,77313F-HRTimeline
Gladstone Institutional Advisory LLC538,649$27.1M1%-504,30313F-HRTimeline
Vestmark Advisory Solutions, Inc.527,514$26.6M0.29%+159,98513F-HRTimeline
Stonebridge Financial Group, LLC524,779$26.4M2.17%-175,37613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…522,522$26.3M0.02%+71,64113F-HRTimelineGroup
&PARTNERS502,451$25.3M0.13%+68,31013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC495,884$25M0.59%+129,08313F-HRTimeline
United Asset Strategies, Inc.482,711$24.3M1.93%+58,09013F-HRTimeline
UPTICK PARTNERS, LLC475,638$23.9M4.78%-116,47313F-HRTimeline
Client First Capital LLC468,583$23.6M10.37%+17,21513F-HRTimeline
Stonebridge Wealth Management, LLC463,001$23.3M22.34%+14,19613F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC455,153$22.9M15.61%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…445,184$22.4M0.07%+75,39513F-HRTimeline
UHLMANN PRICE SECURITIES, LLC438,370$22.2M1.49%-26,88513F-HRTimeline
Sanctuary Advisors, LLC435,187$21.9M0.12%+109,08913F-HRTimeline
Melone Private Wealth, LLC425,768$21.4M8.75%-3,42813F-HRTimeline
WEBSTER BANK, N. A.418,825$21.1M2%-11,26613F-HRTimeline
New Perspectives, Inc416,317$21M7.26%-21913F-HRTimeline
Team Financial Group, LLC397,299$20M9.08%-57,13113F-HRTimeline
Aptus Capital Advisors, LLC394,137$19.8M0.17%-1,14113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP391,879$19.7M0.01%+99,31013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…388,807$19.6M0.21%+27,21113F-HRTimelineGroup
Merit Financial Group, LLC380,923$19.2M0.14%+112,55213F-HRTimeline
Bonfire Financial375,546$18.9M14.23%+55,68813F-HRTimeline
Broussard Financial Group LLC372,953$18.8M15.02%+29,78313F-HRTimeline
Etesian Wealth Advisors, Inc.361,062$18.2M5.8%-61,22813F-HRTimeline
Catalina Capital Group, LLC359,264$18.1M11.09%-14,69713F-HRTimeline
Leo Wealth, LLC344,162$17.5M1.27%-110,97513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV345,770$17.4M0.03%+25,63213F-HRTimeline
Stonekeep Investments, LLC332,865$16.8M10.86%-73,42413F-HRTimeline
Eaton Financial Holdings Company, LLC323,506$16.3M5.33%+108,97413F-HRTimeline
Hamilton Wealth, LLC321,804$16.2M3.15%+232,09413F-HR/ATimeline
Rare Wolf Capital LLC319,962$16.1M10.43%+18,93313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…313,738$15.8M0.03%-448,05313F-HRTimeline
MML INVESTORS SERVICES, LLC312,861$15.7M0.04%-12,66013F-HRTimeline
Arta Finance Wealth Management LLC312,843$15.7M7.78%+45,97513F-HRTimeline
CWM, LLCin group CWM, LLC312,640$15.7M0.04%-62,82213F-HRTimelineGroup
Howard Capital Management, LLC2,059,340$15.6M0.26%+42,99313F-HRTimeline
Fortune Financial Group, Inc.307,754$15.5M13.95%+151,33413F-HRTimeline
Reyes Financial Architecture, Inc.307,503$15.5M12.65%-7,18813F-HRTimeline
Financial Security Advisor, Inc.304,532$15.3M2.82%-9,91213F-HRTimeline
Goldenstone Wealth Management LLC301,578$15.2M11.04%+13,81513F-HRTimeline
Modern Wealth Management, LLC301,496$15.2M0.26%-4,07113F-HRTimeline
BlackDiamond Wealth Management, LLC297,875$15M7.23%+149,50013F-HRTimeline
Napier Financial, LLC295,493$14.9M3.41%+20,44413F-HRTimeline
Sharper & Granite LLC294,645$14.8M5.07%-40,53613F-HRTimeline
REGIMEN WEALTH, LLC293,886$14.8M4.32%-134,44813F-HRTimeline
MAI Capital Management292,783$14.7M0.08%+11,90913F-HRTimeline
Headland Capital, LLC287,202$14.5M4.07%+7,91813F-HRTimeline
Envision Financial LLC285,395$14.4M7.73%-52,09413F-HRTimeline
Mueller Wealth, LLC284,750$14.3M11.43%+17,00213F-HRTimeline
Pallas Capital Advisors LLC277,181$14M0.52%-40,30413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC275,161$13.9M0.88%-160,64913F-HRTimeline
Permanent Capital Management, LP274,856$13.8M2.15%-73,27813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.272,570$13.7M0.02%+159,29013F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…271,698$13.7M0.34%-41,95513F-HRTimelineGroup
Grey Ledge Advisors, LLC270,133$13.6M3.07%-1,92513F-HRTimeline
CALTON & ASSOCIATES, INC.269,716$13.6M1.95%-26,10413F-HRTimeline
Intrua Financial, LLC265,065$13.3M1.43%+11,01913F-HRTimeline
Cassia Capital Partners, LLC264,778$13.3M6.86%-7,28913F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management264,707$13.3M1.94%-746,84813F-HRTimelineGroup
Parisi Gray Wealth Management264,070$13.3M3.17%+7,26713F-HRTimeline
Procyon Advisors, LLC262,511$13.2M0.65%+54,45713F-HRTimeline
Vantage Point Financial LLC258,922$13M4.58%+174,72513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…258,347$13M0.34%-382,88613F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC246,746$12.4M0.66%+24,46413F-HRTimelineGroup
Lauer Wealth, LLC244,879$12.3M9.88%-34,66813F-HRTimeline
Leibman Financial Services, Inc.244,499$12.3M9.04%-50,99413F-HRTimeline
ACORN CREEK CAPITAL LLC239,376$12.1M4.3%-1,20313F-HRTimeline
HighPoint Advisor Group LLC239,275$12M0.5%-75613F-HRTimeline
Allen Capital Group, LLC238,214$12M1.08%-28,09813F-HRTimeline
Castle Rock Wealth Management, LLC236,931$11.9M2.58%-11,12113F-HRTimeline
Vigilare Wealth Management234,750$11.8M3.99%+226,88113F-HRTimeline
Christian Investment Advisors, Inc.230,445$11.6M7.33%-69,81213F-HRTimeline
WT Wealth Management221,260$11.1M3.31%+23,47813F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…214,730$10.8M0.82%+209,66513F-HRTimelineGroup
Keebeck Wealth Management211,979$10.7M1.2%+47,67013F-HRTimeline
Family Legacy Financial Solutions, LLC210,687$10.6M8.59%-114,91113F-HRTimeline
Milestone Investment Advisors LLC207,782$10.5M2.53%-68713F-HRTimeline
Haven Private, LLC203,798$10.3M4.47%-43,50313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…203,054$10.2M0.06%-15,35613F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…200,000$10.1M0.02%013F-HRTimeline
NVWM, LLC199,765$10.1M2.24%-7,54813F-HRTimeline
CAPITAL MANAGEMENT CORP /VA195,251$9.83M1.68%-18,06313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.192,431$9.69M0.11%-46,62313F-HRTimelineGroup
SFM, LLC184,965$9.31M5.63%+2,86713F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC184,836$9.3M0.93%+58,88613F-HRTimeline
ANDERSON HOAGLAND & CO184,627$9.29M0.8%-6,17913F-HRTimeline
Warner Group LLC183,374$9.23M6.03%+9,34413F-HRTimeline
INVENIO WEALTH PARTNERS LLC178,971$9.01M3.58%-2,97313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.178,840$9M0.06%-14,42513F-HRTimelineGroup
Ankerstar Wealth, LLC175,039$8.81M9.3%-3,93113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC174,287$8.77M0.39%-33,37213F-HRTimeline
HUB Investment Partners, LLC172,125$8.66M0.21%-21,33413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding169,529$8.53M+22,832Timeline
AlTi Global, Inc.in group AlTi Global, Inc.165,095$8.31M0.18%013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…161,111$8.11M0.1%-96,85413F-HRTimelineGroup
Transcendent Capital Group LLC160,328$8.07M3.68%new13F-HRTimeline
Mason & Associates Inc158,697$7.99M1.55%-45,60613F-HRTimeline
Ares Financial Consulting, LLC156,923$7.9M6.21%+14,14813F-HRTimeline
Elmwood Wealth Management, Inc.155,364$7.82M2.16%+61,75113F-HRTimeline
Laurel Wealth Advisors LLC151,841$7.65M0.76%-9,37013F-HRTimeline
Sanchez Wealth Management Group150,935$7.6M1.64%+8,20413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC146,461$7.37M0.01%+26,42013F-HRTimelineGroup
Belpointe Asset Management LLC145,414$7.32M0.27%+29,95413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC144,075$7.26M0.41%+23,14513F-HR/ATimeline
Reality Financial Planning Services, LLC142,494$7.17M6.92%+14,41713F-HRTimeline
Prime Capital Investment Advisors, LLC138,562$6.98M0.08%new13F-HRTimeline
Advisory Services Network, LLC138,223$6.96M0.09%+28,96013F-HRTimeline
Total Clarity Wealth Management, Inc.136,982$6.9M1.62%+6313F-HRTimeline
Kingsview Wealth Management, LLC136,841$6.89M0.09%-1,33213F-HRTimeline
Wealthfront Advisers LLC135,765$6.83M0.02%+36,99713F-HRTimeline
CABOT WEALTH MANAGEMENT INC133,059$6.7M0.77%+10,34313F-HRTimeline
Capital Investment Advisory Services, L…129,696$6.53M0.48%+6,28713F-HRTimeline
D.A. DAVIDSON & CO.128,831$6.49M0.04%-30713F-HRTimeline
BFI Wealth Solutions, LLC127,829$6.44M6.17%-98,54713F-HRTimeline
Daviman Financial, LLC122,966$6.19M3.66%013F-HRTimeline
Town Capital LLC121,979$6.14M4.97%+26,45513F-HRTimeline
Compound Planning, Inc.119,503$6.02M0.19%+89,37913F-HRTimeline
Gateway Wealth Partners, LLC117,914$5.94M0.23%+58,65813F-HRTimeline
Warren Street Wealth Advisors, LLC116,816$5.88M1.5%-2,57213F-HRTimeline
IFP Advisors, Inc116,396$5.86M0.12%+70,64813F-HRTimeline
F&V Capital Management, LLC115,511$5.82M1.23%+23,06513F-HRTimeline
Cypress Capital, LLC113,716$5.72M1.63%-452,41613F-HRTimeline
TD Capital Management LLC113,656$5.72M0.51%-29,39313F-HRTimeline
RETIREMENT CAPITAL STRATEGIES112,397$5.66M2.14%+61,15913F-HRTimeline
Independent Wealth Advisors LLC111,534$5.61M5.51%-25,32613F-HRTimeline
Greenwich Wealth Management LLC111,278$5.6M0.23%+23,84113F-HRTimeline
Argo Wealth Advisory, LLC111,097$5.59M3.28%+5,97013F-HRTimeline
Hobart Private Capital, LLC110,183$5.55M1.09%+5,62113F-HRTimeline
Second Line Capital, LLC109,126$5.49M1.04%+11,92813F-HRTimeline
Friedenthal Financial108,067$5.44M2.73%+85,16113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC107,911$5.43M0.14%+13,89513F-HRTimelineGroup
LWM Advisory Services, LLC107,469$5.41M5.78%+15,00013F-HRTimeline
Optivise Advisory Services LLC106,875$5.38M3.26%new13F-HRTimeline