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Disclosery

USFR WISDOMTREE TR

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FLOATNG RAT TREA (fund)

Filings received so far for Q3 2026: 30 13F filers report a position in USFR shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Matrix Trust Co599,859$30.2M4.4%+43,05113F-HRTimeline
Stonebridge Wealth Management, LLC543,194$27.4M24.35%+60,47413F-HRTimeline
Farther Finance Advisors, LLC494,091$24.9M0.18%-161,85713F-HRTimeline
Stonebridge Financial Group, LLC407,606$20.5M1.51%-46,21513F-HRTimeline
Castle Rock Wealth Management, LLC242,868$12.2M2.3%+16,02813F-HRTimeline
Family Legacy Financial Solutions, LLC138,051$6.96M4.03%-13,63113F-HRTimeline
Avidian Wealth Enterprises, LLC69,466$3.5M0.1%-94113F-HRTimeline
Legacy Wealth Asset Management, LLC47,996$2.42M0.53%+5,74413F-HRTimeline
First Heartland Consultants, Inc.38,279$1.93M0.13%+7,33513F-HRTimeline
HF Advisory Group, LLC36,144$1.82M0.54%+2,58413F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.28,481$1.44M1.03%-5,52013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC28,448$1.43M0.41%+52013F-HRTimeline
Retireful, LLC19,032$959K0.83%+1,46413F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC14,080$709K0.46%+22213F-HRTimeline
STABLEFORD CAPITAL II LLC11,617$585K0.2%new13F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV11,062$557K0.34%new13F-HRTimeline
CogentBlue Wealth Advisors, LLC9,171$462K0.43%+2,50713F-HRTimeline
Whalen Wealth Management Inc.7,257$366K0.16%-52213F-HRTimeline
PRIVATE CLIENT SERVICES, LLC6,250$315K0.08%new13F-HRTimeline
Weaver Consulting Group5,344$269K0.05%-8213F-HRTimeline
Insight Wealth Strategies, LLC5,210$263K0.03%-4,89613F-HRTimeline
Vilga Financial Planning LLC4,376$221K0.13%013F-HRTimeline
Apella Capital, LLC4,157$210K<0.01%-1,27413F-HRTimeline
Balefire, LLC4,107$207K0.03%-12613F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,275$64.2K0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,271$64K<0.01%-2013F-HRTimeline
CX Institutional1,250$63K<0.01%013F-HRTimeline
GK Wealth Management LLC927$46.7K0.03%new13F-HRTimeline
Trust Co176$8.87K<0.01%013F-HRTimeline
Planning Strategies Inc.10$504<0.01%013F-HRTimeline