Latest Period
Q1 2026
Security Snapshot
WISDOMTREE TR - FLOATNG RAT TREA (USFR) Institutional Ownership
CUSIP: 97717Y527
13F Institutional Holders and Ownership History from Q2 2019 to Q1 2026
Institutions Reporting
602
Shares (Excl. Options)
198,615,631
Price
$50.34
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- Security type / class
- Equity / FLOATNG RAT TREA
- Symbol
- USFR
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 198,615,631
- Total 13F value
- $9,999,126,814
- Portfolio coverage rank
- 0.1%
- Share change
- +10,393,905
- Value change
- +$523,262,000
- Number of holders
- 602
- SEC-reported price per share
- $50.32
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- USFR - WISDOMTREE TR - FLOATNG RAT TREA is tracked under CUSIP 97717Y527.
- 602 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 590 to 602 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $9,510,300,365 to $9,999,126,814.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 602 institutions filings for Q1 2026.
Security key
97717Y527
Latest holder period
Q1 2026
13F holders
602
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 97717Y527:
As of 31 Mar 2026, 602 institutional investors reported holding 198,615,631 shares of WISDOMTREE TR - FLOATNG RAT TREA (USFR).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
28
Latest
Q1 2026
Rows shown
1-25 of 28
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 198,615,631 | $9,999,126,814 | +$523,262,000 | $50.34 | 602 |
| 2025 Q4 | 188,986,373 | $9,510,300,365 | -$1,555,942,765 | $50.32 | 590 |
| 2025 Q3 | 217,975,252 | $10,957,780,391 | -$638,350,018 | $50.27 | 554 |
| 2025 Q2 | 230,247,465 | $11,583,830,127 | -$168,123,859 | $50.31 | 563 |
| 2025 Q1 | 232,752,835 | $11,713,783,479 | +$1,204,811,050 | $50.33 | 570 |
| 2024 Q4 | 208,432,456 | $10,488,656,316 | -$328,190,428 | $50.32 | 562 |
| 2024 Q3 | 204,660,698 | $10,279,453,401 | -$973,731,547 | $50.22 | 508 |
| 2024 Q2 | 224,562,873 | $11,297,951,777 | -$77,269,295 | $50.31 | 507 |
| 2024 Q1 | 225,244,393 | $11,329,751,573 | +$91,626,152 | $50.29 | 481 |
| 2023 Q4 | 223,525,962 | $11,226,971,879 | -$1,294,833,575 | $50.24 | 506 |
| 2023 Q3 | 245,080,165 | $12,367,520,380 | +$180,915,193 | $50.32 | 475 |
| 2023 Q2 | 242,485,827 | $12,201,957,360 | +$975,096,753 | $50.32 | 439 |
| 2023 Q1 | 220,716,282 | $11,095,884,697 | +$1,318,872,777 | $50.27 | 386 |
| 2022 Q4 | 193,973,513 | $9,750,993,260 | +$2,405,747,632 | $50.27 | 345 |
| 2022 Q3 | 142,667,477 | $7,172,289,898 | +$1,702,567,527 | $50.28 | 282 |
| 2022 Q2 | 108,159,849 | $5,445,943,652 | +$3,289,945,511 | $50.33 | 257 |
| 2022 Q1 | 42,649,834 | $2,142,871,306 | +$2,142,077,882 | $50.28 | 148 |
| 2021 Q4 | 69,981 | $3,519,580 | -$1,013,365 | $37.74 | 2 |
| 2021 Q3 | 40,640 | $1,020,064 | -$24,975 | $25.10 | 1 |
| 2021 Q2 | 41,635 | $1,045,455 | -$15,066 | $25.11 | 1 |
| 2021 Q1 | 42,235 | $1,060,099 | +$1,060,099 | $25.10 | 1 |
| 2020 Q4 | 0 | $0 | -$2,843,406 | $50.32 | 0 |
| 2020 Q3 | 113,238 | $2,843,406 | +$2,843,406 | $25.11 | 1 |
| 2020 Q2 | 0 | $0 | -$1,722,521 | $50.32 | 0 |
| 2020 Q1 | 68,599 | $1,722,521 | -$846,157 | $25.11 | 1 |