USFR — Wisdomtree Tr 机构持仓 · 2026年Q3

Name: 谁持有 USFR？32 家机构、1.4 亿美元（2026年Q3）
Creator: ko.io

谁持有 Wisdomtree Tr（USFR）？2026年Q3（报告期截至 2026-09-30）共有 32 家机构在 SEC 13F 申报中报告持有，合计 1.40 亿美元。前几大持有机构：Matrix Trust Co（3,020.00 万美元）、Stonebridge Wealth Management, LLC（2,740.00 万美元）、Farther Finance Advisors, LLC（2,490.00 万美元）。

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

来源：SEC 13F 申报文件 · 截至 2026-09-30