Public ownership evidence

WisdomTree Floating Rate Treasury Fund (USFR) Ownership Disclosures

Read USFR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

WisdomTree Floating Rate Treasury Fund: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
27,106
Value (USD)
$1,364,264
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read USFR fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read USFR fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2927,106$1,364,264None
Corient Private Wealth LP2026-06-302026-08-28111,125$5,595,122None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2843,283$2,179,299None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-2833,196$1,671,087None
January Capital Advisors LLC2026-06-302026-08-264,350$219,023None
Bernard Wealth Management Corp.2026-06-302026-08-22134$6,747None
Forefront Wealth Partners, LLC2026-06-302026-08-2162,051$3,124,314None
Kingsview Wealth Management, LLC2026-06-302026-08-20136,174$6,856,339None
Archer Investment Corp2026-06-302026-08-2014,281$719,048None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20437,940$22,050,247None
Sankala Group LLC2026-06-302026-08-1950,339$2,540,414None
Beacon Pointe Advisors, LLC2026-06-302026-08-1960,000$3,021,018None
Reality Financial Planning Services, LLC2026-06-302026-08-18161,387$8,125,835None
Comprehensive Money Management Services LLC2026-06-302026-08-1826,775$1,348,121None
Corient Private Wealth LP2026-06-302026-08-18111,125$5,595,122None
Transamerica Financial Advisors, LLC2026-06-302026-08-1850,139$2,524,515None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18180,957$9,112,821None
Equitable Holdings, Inc.2026-06-302026-08-18170,512$8,585,267None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1870,648$3,557,000None
GTS FINANCIAL, LLC2026-06-302026-08-1542,372$2,131,735None
Ruggiero Investments, Inc.2026-06-302026-08-1524,583$1,237,735None
Ascent Advisors, LLC2026-06-302026-08-1527,473$1,383,531None
Synergy Investment Management, LLC2026-06-302026-08-15388$19,545None
Glen Eagle Advisors, LLC2026-06-302026-08-1557$2,870None
JPL Wealth Management, LLC2026-06-302026-08-15631$31,771None
Modern Wealth Management, LLC2026-06-302026-08-15303,170$15,264,609None
Viaable, LLC2026-06-302026-08-15165,805$8,349,925None
Vantage Point Financial LLC2026-06-302026-08-1564,097$3,227,283None
Mutual Advisors, LLC2026-06-302026-08-1518,807$946,952None
Advyzon Investment Management, LLC2026-06-302026-08-153,990$200,897None
Advyzon Investment Management, LLC2026-06-302026-08-154,293$216,150None
Nemes Rush Group LLC2026-06-302026-08-1549,304$2,482,456None
Authentikos Wealth Advisory, LLC2026-06-302026-08-1527,831$1,401,291None
Milestone Investment Advisors LLC2026-06-302026-08-15208,786$10,512,376None
Vertex Planning Partners, LLC2026-06-302026-08-15774,263$38,984,148None
ADAR1 Capital Management, LLC2026-06-302026-08-1510,000$503,500None
Resurgent Financial Advisors LLC2026-06-302026-08-1528,306$1,425,217None
KINTRA WEALTH, LLC2026-06-302026-08-1557,980$2,924,493None
Ameritas Advisory Services, LLC2026-06-302026-08-15107,950$5,435,280None
NFSG Corp2026-06-302026-08-15119$5,992None
WCG Wealth Advisors LLC2026-06-302026-08-15363,513$18,302,882None
Sierra Capital LLC2026-06-302026-08-1528,010$1,410,304None
Prestige Wealth Management Group LLC2026-06-302026-08-1524,143$1,215,601None
Prestige Wealth Management Group LLC2026-06-302026-08-15115$5,791None
Western Wealth Management, LLC2026-06-302026-08-1597,129$4,890,433None
Foundations Investment Advisors, LLC2026-06-302026-08-1565,229$3,284,277None
IFG Advisory, LLC2026-06-302026-08-15194,182$9,777,077None
Adalta Capital Management LLC2026-06-302026-08-1521,395$1,077,238None
JT Stratford LLC2026-06-302026-08-1580,179$4,037,037None
OSAIC HOLDINGS, INC.2026-06-302026-08-15292,194$14,711,984None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗January Capital Advisors LLC ↗Bernard Wealth Management Corp. ↗Forefront Wealth Partners, LLC ↗Kingsview Wealth Management, LLC ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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