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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 27M | $1.3B | -4% | Dec 2023 |
|
| Summit Trail Advisors | 25M | $1.2B | 21% | Mar 2024 |
|
| Jpmorgan Chase & Co | 11M | $529M | -51% | Dec 2023 |
|
| UBS Group | 8.0M | $401M | -5% | Dec 2023 |
|
| BIP Wealth | 5.7M | $286M | 27% | Dec 2023 |
|
| Wells Fargo & Company | 4.7M | $238M | 10% | Dec 2023 |
|
| Captrust Financial Advisors | 4.7M | $237M | -8% | Dec 2023 |
|
| Royal Bank of Canada | 4.3M | $217M | -2% | Dec 2023 |
|
| Advisor Group Holdings | 3.9M | $196M | -18% | Dec 2023 |
|
| HighTower Advisors | 2.6M | $132M | -14% | Dec 2023 |
|
| Signature Estate and Investment Advisors | 2.3M | $113M | 46% | Dec 2023 |
|
| Private Advisor | 2.2M | $112M | 46% | Dec 2023 |
|
| Raymond James Financial Services Advisors | 2.0M | $100M | -15% | Mar 2024 |
|
| Raymond James & Associates | 2.0M | $100M | -2% | Mar 2024 |
|
| Kiely Wealth Advisory Group | 1.6M | $82M | 100% | Dec 2023 |
|
| Camden Capital | 1.5M | $74M | 9% | Dec 2023 |
|
| Kestra Advisory Services | 1.4M | $71M | -27% | Dec 2023 |
|
| Cardinal Point Capital Management, ULC | 1.4M | $71M | -3% | Mar 2024 |
|
| Financeware | 1.3M | $68M | 1115% | Mar 2024 |
|
| Private Wealth Strategies | 1.3M | $65M | 3% | Dec 2023 |
|
| Disciplina Capital Management | 1.1M | $57M | 100% | Dec 2023 |
|
| Mission Wealth Management | 1.1M | $55M | 11% | Dec 2023 |
|
| William Blair $ Company | 1.0M | $51M | -19% | Dec 2023 |
|
| Davenport & Co | 1.0M | $51M | 3% | Dec 2023 |
|
| Global Assets Advisory | 1.0M | $20M | 5265% | Mar 2024 |
|
| Wealthcare Advisory Partners | 974k | $49M | 12% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 939k | $47M | -10% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 925k | $47M | 7% | Mar 2024 |
|
| Carmel Capital Partners | 917k | $46M | 81% | Mar 2024 |
|
| Stifel Financial | 886k | $45M | 30% | Dec 2023 |
|
| Gladstone Institutional Advisory | 872k | $44M | 12% | Dec 2023 |
|
| SPC Financial | 857k | $43M | 3% | Dec 2023 |
|
| Capital Planning Advisors | 848k | $43M | -3% | Dec 2023 |
|
| Vertex Planning Partners | 822k | $41M | 8% | Dec 2023 |
|
| Inspire Advisors | 814k | $41M | 12% | Dec 2023 |
|
| Kestra Private Wealth Services | 800k | $40M | -9% | Dec 2023 |
|
| Lunt Capital Management | 786k | $40M | -17% | Mar 2024 |
|
| Sanchez Wealth Management Group | 769k | $39M | -20% | Dec 2023 |
|
| Assetmark | 733k | $37M | -5% | Dec 2023 |
|
| Webster Bank, N. A. | 703k | $35M | 9% | Mar 2024 |
|
| Almanack Investment Partners | 684k | $34M | -33% | Dec 2023 |
|
| United Asset Strategies | 662k | $33M | 112% | Mar 2024 |
|
| Level Four Advisory Services | 630k | $32M | -1% | Dec 2023 |
|
| Rockefeller Capital Management | 596k | $30M | 7% | Dec 2023 |
|
| Steward Partners Investment Advisory | 577k | $29M | -13% | Dec 2023 |
|
| Mason & Associates | 570k | $29M | -47% | Mar 2024 |
|
| AE Wealth Management | 568k | $29M | -26% | Dec 2023 |
|
| Bank of New York Mellon | 518k | $26M | -7% | Mar 2024 |
|
| New Perspectives | 513k | $26M | 100% | Mar 2024 |
|
| Avestar Capital | 506k | $25M | 276% | Dec 2023 |
|
| Cassia Capital Partners | 503k | $25M | 100% | Mar 2024 |
|
| Napa Wealth Management | 495k | $25M | 100% | Dec 2023 |
|
| First Heartland Consultants | 475k | $24M | 2% | Dec 2023 |
|
| Cabot Money Management | 419k | $21M | -1% | Dec 2023 |
|
| Team Financial Group | 411k | $21M | 24% | Dec 2023 |
|
| Capital Analysts | 404k | $20M | -48% | Dec 2023 |
|
| Moulton Wealth Management | 403k | $20M | 3% | Dec 2023 |
|
| Parisi Gray Wealth Management | 400k | $20M | 25% | Mar 2024 |
|
| Mariner Wealth Advisors | 398k | $20M | 19% | Dec 2023 |
|
| First National Corp | 389k | $20M | 0% | Mar 2024 |
|
| Sykon Capital | 374k | $19M | -53% | Dec 2023 |
|
| Bristlecone Advisors | 358k | $18M | 3% | Mar 2024 |
|
| Clear Rock Advisors | 348k | $18M | 100% | Dec 2023 |
|
| Tectonic Advisors | 342k | $17M | 12% | Dec 2023 |
|
| TD Capital Management | 337k | $17M | -3% | Dec 2023 |
|
| Continuum Wealth Advisors | 335k | $17M | 3% | Dec 2023 |
|
| BlackDiamond Wealth Management | 334k | $17M | 59% | Dec 2023 |
|
| Millennium Management | 334k | $17M | -9% | Dec 2023 |
|
| Leo Wealth | 327k | $16M | 100% | Dec 2023 |
|
| Lauer Wealth | 326k | $16M | 39% | Mar 2024 |
|
| WCG Wealth Advisors | 324k | $16M | 17% | Dec 2023 |
|
| Stapp Wealth Management, P | 324k | $16M | 0% | Mar 2024 |
|
| Nottingham Advisors | 316k | $13M | -3% | Dec 2023 |
|
| Janney Montgomery Scott | 306k | $15M | -4% | Dec 2023 |
|
| McGuire Investment Group | 297k | $15M | 1% | Dec 2023 |
|
| CWM Advisors | 296k | $15M | -4% | Dec 2023 |
|
| Stratos Wealth Partners | 294k | $15M | 19% | Mar 2024 |
|
| Geneos Wealth Management | 292k | $15M | 0% | Dec 2023 |
|
| Anderson Hoagland & Co | 286k | $14M | -18% | Mar 2024 |
|
| Titan Capital Management | 284k | $14M | -4% | Dec 2023 |
|
| Atria Wealth Solutions | 284k | $14M | -33% | Dec 2023 |
|
| Change Path | 267k | $13M | -9% | Dec 2023 |
|
| Total Clarity Wealth Management | 260k | $13M | -8% | Mar 2024 |
|
| Financial Security Advisor | 257k | $13M | 28% | Mar 2024 |
|
| Commonwealth Equity Services | 256k | $13M | 72% | Dec 2023 |
|
| Sharper & Granite | 248k | $13M | 17% | Mar 2024 |
|
| Calton & Associates | 246k | $12M | -1% | Mar 2024 |
|
| H D Vest Advisory Services | 245k | $12M | -61% | Dec 2023 |
|
| Kingsview Wealth Management | 241k | $12M | 1% | Dec 2023 |
|
| J.w. Cole Advisors | 237k | $12M | -29% | Dec 2023 |
|
| Mercer Global Advisors | 235k | $12M | 109% | Dec 2023 |
|
| Morton Capital Management | 230k | $12M | 15% | Mar 2024 |
|
| SkyView Investment Advisors | 230k | $12M | 31% | Dec 2023 |
|
| Cary Street Partner Investment Advisory | 221k | $11M | 55% | Dec 2023 |
|
| Silver Oak Securities | 220k | $11M | 65% | Dec 2023 |
|
| Merit Financial Group | 218k | $11M | 23% | Dec 2023 |
|
| Axxcess Wealth Management | 214k | $11M | 184% | Dec 2023 |
|
| Milestone Investment Advisors | 208k | $10M | -30% | Dec 2023 |
|
| Kickstand Ventures | 203k | $10M | 100% | Dec 2023 |
|
| Quantinno Capital Management | 203k | $10M | 100% | Dec 2023 |
|
| WT Wealth Management | 202k | $10M | -35% | Dec 2023 |
|
| Palo Alto Wealth Advisors | 202k | $10M | 19% | Dec 2023 |
|
| Manhattan West Asset Management | 197k | $9.9M | -4% | Dec 2023 |
|
| IFG Advisory | 194k | $9.7M | 39% | Dec 2023 |
|
| Howard Capital Management | 194k | $9.7M | 16% | Dec 2023 |
|
| Acorn Creek Capital | 191k | $9.6M | -6% | Mar 2024 |
|
| Eaton Financial Holdings Company | 190k | $9.6M | 1% | Mar 2024 |
|
| Natixis Asset Management Advisors | 185k | $9.3M | 7% | Mar 2024 |
|
| Centaurus Financial | 185k | $9.3M | 15% | Dec 2023 |
|
| Baird Financial | 184k | $9.2M | -13% | Dec 2023 |
|
| Flagship Harbor Advisors | 183k | $9.2M | -74% | Mar 2024 |
|
| TCG Advisory Services | 182k | $9.2M | -23% | Dec 2023 |
|
| Beacon Financial | 181k | $9.1M | 100% | Dec 2023 |
|
| Concurrent Investment Advisors | 181k | $9.1M | 100% | Dec 2023 |
|
| Leibman Financial Services | 181k | $9.1M | 26% | Mar 2024 |
|
| Fortress Wealth Management | 179k | $9.0M | 12% | Mar 2024 |
|
| Ausdal Financial Partners | 178k | $9.0M | 302% | Mar 2024 |
|
| Fortis Group Advisors | 177k | $8.9M | 0% | Dec 2023 |
|
| Yoder Wealth Management | 173k | $8.7M | 3% | Mar 2024 |
|
| Curran Financial Partners | 170k | $8.6M | 100% | Dec 2023 |
|
| Archetype Wealth Partners | 167k | $8.4M | 12% | Dec 2023 |
|
| Andina Capital Management | 161k | $8.1M | -38% | Mar 2024 |
|
| Norden Group | 161k | $12M | 4487% | Mar 2024 |
|
| Fortitude Family Office | 160k | $8.1M | 40% | Mar 2024 |
|
| L.m. Kohn & Company | 156k | $7.8M | -12% | Mar 2024 |
|
| Capital Management Corporation | 155k | $7.8M | 42% | Dec 2023 |
|
| Banco Santander | 153k | $7.7M | -84% | Dec 2023 |
|
| D.A. Davidson & Co. | 152k | $7.6M | -58% | Dec 2023 |
|
| RFG Advisory | 142k | $7.1M | 161% | Mar 2024 |
|
| Pallas Capital Advisors | 138k | $7.0M | -23% | Mar 2024 |
|
| Executive Wealth Management | 138k | $6.9M | -23% | Dec 2023 |
|
| Money Concepts Capital Corp | 136k | $6.8M | 3% | Dec 2023 |
|
| American Planning Services | 134k | $6.7M | -73% | Dec 2023 |
|
| HPM Partners | 133k | $6.7M | -92% | Dec 2023 |
|
| Pasadena Private Wealth | 131k | $6.6M | -6% | Mar 2024 |
|
| Cary Street Partners Asset Management | 127k | $6.4M | 144% | Dec 2023 |
|
| Focus Financial Network | 127k | $6.4M | 100% | Dec 2023 |
|
| CWM | 121k | $6.1M | -2% | Mar 2024 |
|
| Focus Financial Network | 121k | $6.1M | 100% | Mar 2024 |
|
| Global Wealth Strategies & Associates | 119k | $6.0M | 100% | Dec 2023 |
|
| Keebeck Wealth Management | 114k | $5.7M | 0% | Dec 2023 |
|
| Ellevest | 112k | $5.6M | 0% | Dec 2023 |
|
| Ethos Financial Group | 110k | $5.5M | -23% | Dec 2023 |
|
| NVWM | 106k | $5.3M | 10% | Dec 2023 |
|
| Melone Private Wealth | 103k | $5.2M | 136% | Dec 2023 |
|
| Tidemark | 100k | $5.0M | 100% | Dec 2023 |
|
| GaveKal Capital | 95k | $4.8M | -8% | Dec 2023 |
|
| Prestige Wealth Management Group | 93k | $4.7M | 6% | Dec 2023 |
|
| Sara-Bay Financial | 89k | $4.5M | 100% | Mar 2024 |
|
| Smart Money Group | 85k | $4.3M | -10% | Dec 2023 |
|
| Etesian Wealth Advisors | 83k | $4.2M | -19% | Mar 2024 |
|
| Hanson McClain Advisors | 79k | $4.0M | -15% | Mar 2024 |
|
| PFG Advisors | 77k | $3.9M | -18% | Dec 2023 |
|
| Branch Banking & Trust Company | 71k | $3.6M | -52% | Dec 2023 |
|
| Keystone Financial Group | 67k | $3.4M | -81% | Dec 2023 |
|
| We Are One Seven | 64k | $3.2M | -42% | Dec 2023 |
|
| Umb Bank N A | 60k | $3.0M | -69% | Dec 2023 |
|
| Tactive Advisors | 60k | $3.0M | -42% | Dec 2023 |
|
| Retireful | 59k | $3.0M | -60% | Mar 2024 |
|
| Orion Portfolio Solutions | 59k | $3.0M | -58% | Dec 2023 |
|
| Castle Rock Wealth Management | 50k | $2.5M | -52% | Dec 2023 |
|
| Essex Financial Services | 49k | $2.5M | -51% | Mar 2024 |
|
| Hobart Private Capital | 39k | $2.0M | -75% | Mar 2024 |
|
| Ameritas Advisory Services | 38k | $1.9M | -69% | Dec 2023 |
|
| Founders Financial Securities | 34k | $1.7M | -73% | Mar 2024 |
|
| Aprio Wealth Management | 28k | $1.4M | -80% | Mar 2024 |
|
| IFP Advisors | 24k | $1.2M | -98% | Dec 2023 |
|
| Townsquare Capital | 20k | $991k | -97% | Dec 2023 |
|
| BCJ Capital Management | 15k | $758k | -95% | Dec 2023 |
|
| Secure Asset Management | 8.2k | $411k | -91% | Dec 2023 |
|
| Financial Services Advisory | 7.9k | $397k | -96% | Dec 2023 |
|
Who sold out of Wisdomtree Floating Rate Treasury Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| 3EDGE Asset Management | Sep 2023 | 3.4M | $170M |
| Gts Securities | Sep 2023 | 541k | $27M |
| Jane Street | Sep 2023 | 487k | $25M |
| ING Groep | Sep 2023 | 385k | $19M |
| Bank of Nova Scotia | Sep 2023 | 197k | $9.9M |
| Principal Financial Group | Sep 2023 | 172k | $8.7M |
| Eagle Strategies | Dec 2023 | 137k | $6.9M |
| Goldman Sachs Group | Sep 2023 | 92k | $4.6M |