Who owns WISDOMTREE FLOATING RATE TREASURY FUND?
- Ticker: USFR
- CUSIP Number: 97717y527
Tip: Access positions for across all investors
Analyze quarterly positions in Wisdomtree Floating Rate Treasury Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Wisdomtree Floating Rate Treasury Fund stock
Who bought or sold WISDOMTREE FLOATING RATE TREASURY FUND this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Summit Trail Advisors | 25M | $1.2B | 21% | Mar 2024 |
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| Bank of America Corporation | 24M | $1.2B | -9% | Mar 2024 |
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| Morgan Stanley | 21M | $1.0B | -4% | Mar 2024 |
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| Jpmorgan Chase & Co | 13M | $662M | 25% | Mar 2024 |
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| LPL Financial | 13M | $655M | 12% | Mar 2024 |
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| Ameriprise Financial | 7.9M | $401M | -14% | Mar 2024 |
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| UBS Group | 7.2M | $362M | -10% | Mar 2024 |
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| BIP Wealth | 6.1M | $306M | 7% | Mar 2024 |
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| Richard Bernstein Advisors | 4.9M | $245M | -13% | Mar 2024 |
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| Captrust Financial Advisors | 4.6M | $232M | -2% | Mar 2024 |
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| Royal Bank of Canada | 4.5M | $225M | 4% | Mar 2024 |
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| Wells Fargo & Company | 4.0M | $200M | -16% | Mar 2024 |
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| Envestnet Asset Management | 2.7M | $136M | 14% | Mar 2024 |
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| HighTower Advisors | 2.5M | $126M | -5% | Mar 2024 |
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| Signature Estate and Investment Advisors | 2.4M | $123M | 9% | Mar 2024 |
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| Private Advisor | 2.3M | $117M | 4% | Mar 2024 |
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| Raymond James Financial Services Advisors | 2.0M | $100M | -15% | Mar 2024 |
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| Raymond James & Associates | 2.0M | $100M | -2% | Mar 2024 |
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| Citadel Advisors | 2.0M | $100M | 100% | Mar 2024 |
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| Advisor Group Holdings | 1.7M | $84M | -57% | Mar 2024 |
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| Kiely Wealth Advisory Group | 1.6M | $82M | 100% | Dec 2023 |
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| Camden Capital | 1.5M | $74M | 9% | Dec 2023 |
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| Kestra Advisory Services | 1.4M | $71M | -27% | Dec 2023 |
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| Cardinal Point Capital Management, ULC | 1.4M | $71M | -3% | Mar 2024 |
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| Private Wealth Strategies | 1.4M | $70M | 8% | Mar 2024 |
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| Financeware | 1.3M | $68M | 1115% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 1.3M | $64M | 923% | Mar 2024 |
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| William Blair $ Company | 1.2M | $62M | 21% | Mar 2024 |
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| Disciplina Capital Management | 1.1M | $57M | 100% | Dec 2023 |
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| Davenport & Co | 1.1M | $53M | 4% | Mar 2024 |
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| Global Assets Advisory | 1.0M | $20M | 5265% | Mar 2024 |
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| Assetmark | 1.0M | $50M | 37% | Mar 2024 |
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| Wealthcare Advisory Partners | 974k | $49M | 12% | Mar 2024 |
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| Cambridge Investment Research Advisors | 939k | $47M | -10% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 925k | $47M | 7% | Mar 2024 |
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| Carmel Capital Partners | 917k | $46M | 81% | Mar 2024 |
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| Mission Wealth Management | 883k | $44M | -20% | Mar 2024 |
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| Gladstone Institutional Advisory | 872k | $44M | 12% | Dec 2023 |
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| Kestra Private Wealth Services | 871k | $44M | 9% | Mar 2024 |
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| Inspire Advisors | 826k | $42M | 2% | Mar 2024 |
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| Stifel Financial | 805k | $41M | -9% | Mar 2024 |
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| Stephens | 803k | $40M | -33% | Mar 2024 |
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| Lunt Capital Management | 786k | $40M | -17% | Mar 2024 |
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| Capital Planning Advisors | 755k | $38M | -11% | Mar 2024 |
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| Vertex Planning Partners | 739k | $37M | -10% | Mar 2024 |
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| SPC Financial | 709k | $36M | -17% | Mar 2024 |
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| Webster Bank, N. A. | 703k | $35M | 9% | Mar 2024 |
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| United Asset Strategies | 662k | $33M | 112% | Mar 2024 |
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| Level Four Advisory Services | 640k | $32M | 2% | Mar 2024 |
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| Steward Partners Investment Advisory | 610k | $31M | 6% | Mar 2024 |
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| Rockefeller Capital Management | 596k | $30M | 7% | Dec 2023 |
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| Mason & Associates | 570k | $29M | -47% | Mar 2024 |
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| Tobias Financial Advisors | 562k | $28M | 78% | Mar 2024 |
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| AE Wealth Management | 527k | $27M | -7% | Mar 2024 |
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| Sanchez Wealth Management Group | 518k | $26M | -33% | Mar 2024 |
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| Bank of New York Mellon | 518k | $26M | -7% | Mar 2024 |
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| New Perspectives | 513k | $26M | 100% | Mar 2024 |
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| Millennium Management | 511k | $26M | 53% | Mar 2024 |
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| Cassia Capital Partners | 503k | $25M | 100% | Mar 2024 |
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| Napa Wealth Management | 495k | $25M | 100% | Dec 2023 |
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| McGuire Investment Group | 492k | $25M | 66% | Mar 2024 |
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| Susquehanna International | 420k | $21M | -44% | Mar 2024 |
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| Team Financial Group | 415k | $21M | 1% | Mar 2024 |
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| Moulton Wealth Management | 403k | $20M | 3% | Dec 2023 |
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| Parisi Gray Wealth Management | 400k | $20M | 25% | Mar 2024 |
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| Capital Analysts | 394k | $20M | -2% | Mar 2024 |
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| First National Corp | 389k | $20M | 0% | Mar 2024 |
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| TD Capital Management | 377k | $19M | 12% | Mar 2024 |
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| Cabot Money Management | 375k | $19M | -11% | Mar 2024 |
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| CWM Advisors | 363k | $18M | 23% | Mar 2024 |
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| WCG Wealth Advisors | 361k | $18M | 11% | Mar 2024 |
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| Bristlecone Advisors | 358k | $18M | 3% | Mar 2024 |
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| Magnus Financial Group | 350k | $18M | -43% | Mar 2024 |
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| Clear Rock Advisors | 348k | $18M | 100% | Dec 2023 |
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| Avestar Capital | 336k | $17M | -33% | Mar 2024 |
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| Continuum Wealth Advisors | 335k | $17M | 3% | Dec 2023 |
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| Jacobi Capital Management | 329k | $17M | 1% | Mar 2024 |
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| Tectonic Advisors | 328k | $17M | -4% | Mar 2024 |
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| Lauer Wealth | 326k | $16M | 39% | Mar 2024 |
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| Stapp Wealth Management, P | 324k | $16M | 0% | Mar 2024 |
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| Nottingham Advisors | 316k | $13M | -3% | Dec 2023 |
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| Commonwealth Equity Services | 311k | $16M | 22% | Mar 2024 |
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| Leo Wealth | 307k | $16M | -6% | Mar 2024 |
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| Mariner Wealth Advisors | 303k | $15M | -24% | Mar 2024 |
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| True Wealth Design | 302k | $15M | 100% | Mar 2024 |
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| Kingsview Wealth Management | 301k | $15M | 25% | Mar 2024 |
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| Stratos Wealth Partners | 294k | $15M | 19% | Mar 2024 |
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| GSB Wealth Management | 289k | $15M | -19% | Mar 2024 |
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| Anderson Hoagland & Co | 286k | $14M | -18% | Mar 2024 |
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| Titan Capital Management | 274k | $14M | -4% | Mar 2024 |
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| BlackDiamond Wealth Management | 270k | $14M | -19% | Mar 2024 |
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| Change Path | 267k | $13M | -9% | Dec 2023 |
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| Total Clarity Wealth Management | 260k | $13M | -8% | Mar 2024 |
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| Financial Security Advisor | 257k | $13M | 28% | Mar 2024 |
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| Banco Santander | 257k | $13M | 68% | Mar 2024 |
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| Janney Montgomery Scott | 256k | $13M | -17% | Mar 2024 |
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| Geneos Wealth Management | 252k | $13M | -14% | Mar 2024 |
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| Atria Wealth Solutions | 250k | $13M | -12% | Mar 2024 |
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| Sharper & Granite | 248k | $13M | 17% | Mar 2024 |
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| Calton & Associates | 246k | $12M | -1% | Mar 2024 |
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| J.w. Cole Advisors | 232k | $12M | -2% | Mar 2024 |
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| Morton Capital Management | 230k | $12M | 15% | Mar 2024 |
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| Catalina Capital Group | 226k | $11M | 4% | Mar 2024 |
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| Merit Financial Group | 223k | $11M | 2% | Mar 2024 |
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| H D Vest Advisory Services | 221k | $11M | -10% | Mar 2024 |
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| Curran Financial Partners | 216k | $11M | 27% | Mar 2024 |
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| Axxcess Wealth Management | 214k | $11M | 184% | Dec 2023 |
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| Cary Street Partner Investment Advisory | 212k | $11M | -4% | Mar 2024 |
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| Silver Oak Securities | 212k | $11M | -4% | Mar 2024 |
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| Milestone Investment Advisors | 208k | $10M | -30% | Dec 2023 |
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| Centaurus Financial | 205k | $10M | 11% | Mar 2024 |
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| Kickstand Ventures | 203k | $10M | 100% | Dec 2023 |
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| Quantinno Capital Management | 203k | $10M | 100% | Dec 2023 |
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| WT Wealth Management | 202k | $10M | -35% | Dec 2023 |
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| IFG Advisory | 197k | $9.9M | 2% | Mar 2024 |
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| Acorn Creek Capital | 191k | $9.6M | -6% | Mar 2024 |
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| Eaton Financial Holdings Company | 190k | $9.6M | 1% | Mar 2024 |
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| Cambiar Investors | 190k | $9.6M | 138% | Mar 2024 |
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| TCG Advisory Services | 187k | $9.4M | 3% | Mar 2024 |
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| Holistic Planning | 186k | $9.4M | 100% | Mar 2024 |
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| Natixis Asset Management Advisors | 185k | $9.3M | 7% | Mar 2024 |
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| Concurrent Investment Advisors | 185k | $9.3M | 2% | Mar 2024 |
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| Baird Financial | 184k | $9.2M | -13% | Dec 2023 |
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| Flagship Harbor Advisors | 183k | $9.2M | -74% | Mar 2024 |
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| Leibman Financial Services | 181k | $9.1M | 26% | Mar 2024 |
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| Fortress Wealth Management | 179k | $9.0M | 12% | Mar 2024 |
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| Ausdal Financial Partners | 178k | $9.0M | 302% | Mar 2024 |
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| Palo Alto Wealth Advisors | 175k | $8.8M | -13% | Mar 2024 |
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| Beacon Financial | 175k | $8.8M | -4% | Mar 2024 |
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| Yoder Wealth Management | 173k | $8.7M | 3% | Mar 2024 |
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| Capital Management Corporation | 173k | $8.7M | 12% | Mar 2024 |
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| Howard Capital Management | 171k | $8.6M | -12% | Mar 2024 |
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| Archetype Wealth Partners | 167k | $8.4M | 12% | Dec 2023 |
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| Andina Capital Management | 161k | $8.1M | -38% | Mar 2024 |
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| Fortitude Family Office | 160k | $8.1M | 40% | Mar 2024 |
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| L.m. Kohn & Company | 156k | $7.8M | -12% | Mar 2024 |
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| Fortis Group Advisors | 155k | $7.8M | -13% | Mar 2024 |
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| Prevail Innovative Wealth Advisors | 152k | $7.7M | -19% | Mar 2024 |
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| RFG Advisory | 142k | $7.1M | 161% | Mar 2024 |
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| Mercer Global Advisors | 141k | $7.1M | -40% | Mar 2024 |
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| AlTi Global | 140k | $7.1M | 59% | Mar 2024 |
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| Manhattan West Asset Management | 140k | $7.1M | -29% | Mar 2024 |
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| Pallas Capital Advisors | 138k | $7.0M | -23% | Mar 2024 |
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| Melone Private Wealth | 137k | $6.9M | 33% | Mar 2024 |
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| Laurel Wealth Advisors | 136k | $6.8M | 14% | Mar 2024 |
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| Pasadena Private Wealth | 131k | $6.6M | -6% | Mar 2024 |
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| TMD Wealth Management | 130k | $6.5M | 196% | Mar 2024 |
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| HPM Partners | 130k | $6.5M | -2% | Mar 2024 |
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| American Planning Services | 128k | $6.4M | -5% | Mar 2024 |
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| Focus Financial Network | 127k | $6.4M | 100% | Dec 2023 |
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| Cary Street Partners Asset Management | 109k | $5.5M | -15% | Mar 2024 |
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| SkyView Investment Advisors | 105k | $5.3M | -54% | Mar 2024 |
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| Goss Wealth Management | 103k | $5.2M | -52% | Mar 2024 |
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| D.A. Davidson & Co. | 86k | $4.3M | -44% | Mar 2024 |
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| First Heartland Consultants | 83k | $4.2M | -82% | Mar 2024 |
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| Sykon Capital | 79k | $4.0M | -79% | Mar 2024 |
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| Money Concepts Capital Corp | 73k | $3.7M | -46% | Mar 2024 |
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| Almanack Investment Partners | 67k | $3.4M | -90% | Mar 2024 |
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| Retireful | 59k | $3.0M | -60% | Mar 2024 |
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| Hobart Private Capital | 39k | $2.0M | -75% | Mar 2024 |
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| Aprio Wealth Management | 28k | $1.4M | -80% | Mar 2024 |
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| IFP Advisors | 24k | $1.2M | -98% | Dec 2023 |
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| Resources Investment Advisors | 15k | $764k | -89% | Mar 2024 |
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| BCJ Capital Management | 15k | $758k | -95% | Dec 2023 |
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| Executive Wealth Management | 5.4k | $270k | -96% | Mar 2024 |
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Who sold out of Wisdomtree Floating Rate Treasury Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Uniplan Investment Counsel | Sep 2023 | 1.1M | $54M |
| Empowered Funds | Sep 2023 | 996k | $50M |
| Bank of Nova Scotia | Sep 2023 | 197k | $9.9M |
| Eagle Strategies | Dec 2023 | 137k | $6.9M |