WisdomTree Trust - WisdomTree Floating Rate Treasury Fund Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of USFR *?
Owner Type	Number of Shares	Ownership Percentage
Institutions	234,951,034	100%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 0% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
0%	Summit Trail Advisors, LLC	27,347,752	Mex$0	25.2%	41.6%
0%	Morgan Stanley, Investment Banking and Brokerage Investments	18,769,619	Mex$0	-2.43%	0.1%
0%	JPMorgan Chase & Co, Private Banking and Investment Banking Investments	18,239,847	Mex$0	147%	0.2%
0%	LPL Financial Corporation, Asset Management Arm	12,794,277	Mex$0	1.48%	0.23%
0%	Merrill Lynch & Co. Inc., Banking Investments	9,715,157	Mex$0	-1.38%	0.17%
0%	UBS Asset Management AG	6,618,445	Mex$0	14.2%	0.03%
0%	Raymond James Financial Inc., Asset Management Arm	6,364,168	Mex$0	11.5%	0.11%
0%	CapFinancial Partners, LLC, Asset Management Arm	6,273,301	Mex$0	23.1%	0.74%
0%	BIP Wealth, LLC	5,766,837	Mex$0	1.23%	17.87%
0%	Serenus Wealth Advisors, LLC	5,598,422	Mex$0	15.1%	33.27%
0%	Columbia Management Investment Advisers, LLC	4,377,432	Mex$0	16.2%	0.05%
0%	Managed Account Advisors LLC	3,491,898	Mex$0	-11.9%	0.03%
0%	Wells Fargo & Company, Securities and Brokerage Investments	3,105,954	Mex$0	-10.2%	0.04%
0%	Royal Bank of Canada, Banking & Securities Investments	3,092,651	Mex$0	2.97%	0.07%
0%	Bank of America Corporation, Asset Management Arm	2,426,449	Mex$0	119%	0.03%
0%	JPMorgan Chase & Co, Brokerage and Securities Investments	2,412,469	Mex$0	-2.73%	0.05%
0%	HighTower Advisors, LLC	2,357,417	Mex$0	-8.33%	0.15%
0%	Private Advisor Group, LLC	2,329,639	Mex$0	-8.37%	0.65%
0%	Renaissance Technologies LLC	2,275,700	Mex$0	24.1%	0.15%
0%	IHT Wealth Management LLC	2,000,086	Mex$0	19.7%	2.88%
0%	Mercer Global Advisors Inc.	1,786,567	Mex$0	79.7%	0.19%
0%	Cetera Investment Advisers LLC	1,704,077	Mex$0	-9.66%	0.15%
0%	Envestnet Asset Management, Inc.	1,626,383	Mex$0	6.04%	0.02%
0%	Wealthcare Capital Management LLC	1,610,304	Mex$0	-0.17%	7.77%
0%	Wealthspire Advisors LLC	1,516,924	Mex$0	8.01%	0.42%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/07/19 17:28
End of Day Share Price	2025/07/18 00:00
Earnings	N/A
Annual Earnings	N/A

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

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Analyst Sources

WisdomTree Trust - WisdomTree Floating Rate Treasury Fund is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.