Who Owns THE WISDOMTREE TRUST FLTG RATE TREASURY FUND (USFR)? -- Institutional Holders (2026-06-30)

660 institutions reported holding $10.32B of THE WISDOMTREE TRUST FLTG RATE TREASURY FUND (USFR) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($863.9M), BANK OF AMERICA CORP /DE/ ($728.1M), LPL Financial LLC ($667.6M), Summit Trail Advisors, LLC ($568.2M), NewEdge Wealth, LLC ($558.9M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$863.9M	17.2M	Trimmed
2	BANK OF AMERICA CORP /DE/	$728.1M	14.5M	Trimmed
3	LPL Financial LLC	$667.6M	13.3M	Added
4	Summit Trail Advisors, LLC	$568.2M	11.3M	Added
5	NewEdge Wealth, LLC	$558.9M	11.1M	Added
6	RAYMOND JAMES FINANCIAL INC	$343.6M	6.8M	Trimmed
7	BIP Wealth, LLC	$278.0M	5.5M	Added
8	UBS Group AG	$270.1M	5.4M	Added
9	CAPTRUST FINANCIAL ADVISORS	$220.2M	4.4M	Trimmed
10	AMERIPRISE FINANCIAL INC	$218.7M	4.3M	Added
11	KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	$214.6M	4.3M	Added
12	WELLS FARGO & COMPANY/MN	$200.4M	4.0M	Added
13	Royal Bank of Canada	$147.1M	2.9M	Added
14	HighTower Advisors, LLC	$124.6M	2.5M	Added
15	Serenus Wealth Advisors, LLC	$122.1M	2.4M	Added
16	MISSION WEALTH MANAGEMENT, LP	$94.1M	1.9M	Added
17	Cetera Investment Advisers	$90.0M	1.8M	Added
18	OSAIC HOLDINGS, INC.	$88.4M	1.8M	Added
19	Morton Capital Management LLC/CA	$87.6M	1.7M	Added
20	Rockefeller Capital Management L.P.	$79.5M	1.6M	Added
21	Private Advisor Group, LLC	$78.9M	1.6M	Trimmed
22	Kestra Advisory Services, LLC	$75.3M	1.5M	Trimmed
23	Encompass More Asset Management	$74.2M	1.5M	Added
24	Cardinal Point Capital Management ULC	$72.3M	1.4M	Trimmed
25	IHT Wealth Management, LLC	$68.9M	1.4M	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30