WisdomTree Floating Rate Treasury Fund (USFR) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for USFR. 13F holdings as of 2026-06-30.
In 13F filings for the quarter ended June 30, 2026, 608 institutions reported holding USFR, with 201.1 million shares worth $10.0 billion in aggregate.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Morgan Stanley | 17,156,947 | $864M | DECREASED |
| Bank of America | 14,460,849 | $728M | DECREASED |
| Lpl Financial | 13,259,499 | $668M | INCREASED |
| Summit Trail Advisors | 11,284,922 | $568M | INCREASED |
| Newedge Wealth | 11,099,477 | $559M | INCREASED |
Full institutional holdings, insider history, and congressional trades for WisdomTree Floating Rate Treasury Fund on SentiSense.