USFR — Wisdomtree Tr Institutional Holders · Q3 2026

Name: Who Owns USFR? 32 Institutions Hold $140M (Q3 2026)
Creator: ko.io

Who owns Wisdomtree Tr (USFR)? 32 institutions reported holding $140.18M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Matrix Trust Co ($30.2M), Stonebridge Wealth Management, LLC ($27.4M), Farther Finance Advisors, LLC ($24.9M).

Rank	Institution	Value	Shares	Change
1	Matrix Trust Co	$30.2M	599,859	Added
2	Stonebridge Wealth Management, LLC	$27.4M	543,194	Added
3	Farther Finance Advisors, LLC	$24.9M	494,091	Trimmed
4	Stonebridge Financial Group, LLC	$20.5M	407,606	Trimmed
5	Castle Rock Wealth Management, LLC	$12.2M	242,868	Added
6	Family Legacy Financial Solutions, LLC	$7.0M	138,051	Trimmed
7	Avidian Wealth Enterprises, LLC	$3.5M	69,466	Trimmed
8	Legacy Wealth Asset Management, LLC	$2.4M	47,996	Added
9	First Heartland Consultants, Inc.	$1.9M	38,279	Added
10	HF Advisory Group, LLC	$1.8M	36,144	Added
11	INTEGRATED CAPITAL MANAGEMENT, INC.	$1.4M	28,481	Trimmed
12	AVAII WEALTH MANAGEMENT, LLC	$1.4M	28,448	Added
13	Retireful, LLC	$959,022	19,032	Added
14	WINEBRENNER CAPITAL MANAGEMENT LLC	$709,491	14,080	Added
15	STABLEFORD CAPITAL II LLC	$585,381	11,617	New
16	FIG FINANCIAL ADVISORY SERVICES INC /ADV	$557,396	11,062	New
17	CogentBlue Wealth Advisors, LLC	$462,127	9,171	Added
18	Whalen Wealth Management Inc.	$365,690	7,257	Trimmed
19	PRIVATE CLIENT SERVICES, LLC	$314,938	6,250	New
20	Weaver Consulting Group	$269,289	5,344	Trimmed
21	Insight Wealth Strategies, LLC	$262,538	5,210	Trimmed
22	Vilga Financial Planning LLC	$220,507	4,376	Hold
23	Apella Capital, LLC	$209,596	4,157	Trimmed
24	Balefire, LLC	$206,952	4,107	Trimmed
25	Wealth Enhancement Trust Services, Inc.	$64,247	1,275	New

Source: SEC Form 13F filings · as of 2026-09-30