Who owns WISDOMTREE FLOATING RATE TREASURY FUND?
- Ticker: USFR
- CUSIP Number: 97717y527
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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 |
|---|---|---|---|---|---|
| Morgan Stanley | 21M | $1.0B | 0% | Jun 2024 |
|
| Jpmorgan Chase & Co | 20M | $980M | 23% | Sep 2024 |
|
| Summit Trail Advisors | 18M | $889M | -13% | Sep 2024 |
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| Bank of America Corporation | 15M | $771M | -32% | Sep 2024 |
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| LPL Financial | 13M | $648M | -2% | Sep 2024 |
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| BIP Wealth | 6.0M | $302M | 16% | Sep 2024 |
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| Captrust Financial Advisors | 4.8M | $243M | 2% | Sep 2024 |
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| Wells Fargo & Company | 3.8M | $191M | -3% | Sep 2024 |
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| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 3.5M | $177M | 8648% | Sep 2024 |
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| Royal Bank of Canada | 3.1M | $153M | -16% | Sep 2024 |
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| Raymond James & Associates | 2.8M | $142M | 4% | Sep 2024 |
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| Private Advisor | 2.7M | $137M | 3% | Sep 2024 |
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| Raymond James Financial Services Advisors | 2.6M | $130M | 14% | Sep 2024 |
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| HighTower Advisors | 2.4M | $122M | -3% | Jun 2024 |
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| Cetera Investment Advisers | 1.9M | $98M | 2% | Jun 2024 |
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| Howard Capital Management | 1.9M | $8.7M | 1063% | Sep 2024 |
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| Envestnet Asset Management | 1.8M | $89M | -31% | Sep 2024 |
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| Renaissance Technologies | 1.7M | $83M | 8% | Sep 2024 |
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| Financeware | 1.5M | $75M | 2% | Sep 2024 |
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| Alpine Bank Wealth Management | 1.5M | $75M | 100% | Sep 2024 |
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| Cambridge Investment Research Advisors | 1.4M | $72M | -3% | Sep 2024 |
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| Private Wealth Strategies | 1.4M | $72M | 2% | Jun 2024 |
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| Capital Planning Advisors | 1.4M | $71M | 94% | Sep 2024 |
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| Advisor Group Holdings | 1.4M | $70M | -16% | Sep 2024 |
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| Cardinal Point Capital Management, ULC | 1.4M | $68M | -4% | Sep 2024 |
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| First Trust Advisors | 1.4M | $68M | 100% | Sep 2024 |
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| Morton Capital Management | 1.2M | $60M | 268% | Sep 2024 |
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| Mission Wealth Management | 1.1M | $57M | 21% | Sep 2024 |
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| Davenport & Co | 1.1M | $53M | 1% | Sep 2024 |
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| Assetmark | 1.1M | $53M | 0% | Sep 2024 |
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| Sontag Advisory | 1.0M | $51M | 372% | Sep 2024 |
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| William Blair $ Company | 991k | $50M | -17% | Sep 2024 |
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| Disciplina Capital Management | 975k | $49M | -15% | Sep 2024 |
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| Tobias Financial Advisors | 973k | $49M | 5% | Sep 2024 |
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| Kiely Wealth Advisory Group | 959k | $48M | -42% | Sep 2024 |
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| Kestra Advisory Services | 930k | $47M | -53% | Sep 2024 |
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| Holistic Planning | 903k | $45M | 385% | Sep 2024 |
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| BlackRock | 883k | $44M | 100% | Sep 2024 |
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| BlackRock | 883k | $44M | 455164% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 873k | $44M | -6% | Jun 2024 |
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| Kestra Private Wealth Services | 870k | $44M | 3% | Sep 2024 |
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| Gladstone Institutional Advisory | 869k | $44M | 2% | Sep 2024 |
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| Stephens | 856k | $43M | 3% | Sep 2024 |
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| Stifel Financial | 815k | $41M | 1% | Jun 2024 |
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| Inspire Advisors | 792k | $40M | -14% | Sep 2024 |
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| SPC Financial | 702k | $35M | -3% | Sep 2024 |
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| Vertex Planning Partners | 693k | $35M | 5% | Sep 2024 |
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| Carmel Capital Partners | 692k | $35M | -16% | Sep 2024 |
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| Commonwealth Equity Services | 659k | $33M | 38% | Sep 2024 |
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| Lunt Capital Management | 652k | $33M | -9% | Sep 2024 |
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| United Asset Strategies | 618k | $31M | 105% | Sep 2024 |
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| Webster Bank, N. A. | 606k | $30M | -9% | Sep 2024 |
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| Level Four Advisory Services | 604k | $30M | -6% | Jun 2024 |
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| Bank of New York Mellon | 591k | $30M | -7% | Sep 2024 |
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| Steward Partners Investment Advisory | 541k | $27M | -11% | Jun 2024 |
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| Lauer Wealth | 530k | $27M | 5% | Sep 2024 |
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| Cassia Capital Partners | 528k | $27M | -5% | Sep 2024 |
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| McGuire Investment Group | 527k | $27M | 1% | Sep 2024 |
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| Camden Capital | 497k | $25M | -83% | Sep 2024 |
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| Stonekeep Investments | 492k | $25M | -7% | Sep 2024 |
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| Cypress Capital | 472k | $24M | -4% | Sep 2024 |
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| Bristlecone Advisors | 460k | $23M | 26% | Sep 2024 |
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| Kayne Anderson Rudnick Investment Management | 454k | $23M | -1% | Sep 2024 |
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| Mariner Wealth Advisors | 451k | $23M | 63% | Sep 2024 |
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| Team Financial Group | 419k | $21M | 3% | Sep 2024 |
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| Moulton Wealth Management | 389k | $20M | -18% | Sep 2024 |
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| Wealthcare Advisory Partners | 388k | $20M | -62% | Sep 2024 |
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| Encompass More Asset Management | 383k | $19M | 100% | Sep 2024 |
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| Regimen Wealth | 374k | $19M | 3% | Jun 2024 |
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| Ausdal Financial Partners | 374k | $19M | 17% | Sep 2024 |
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| Rockefeller Capital Management | 371k | $19M | -3% | Jun 2024 |
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| AE Wealth Management | 370k | $19M | -39% | Sep 2024 |
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| Leo Wealth | 366k | $18M | 12% | Sep 2024 |
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| CWM | 364k | $18M | 27% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 358k | $18M | -75% | Sep 2024 |
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| Avestar Capital | 355k | $18M | 6% | Jun 2024 |
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| Jacobi Capital Management | 353k | $18M | 7% | Jun 2024 |
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| Stratos Wealth Partners | 345k | $17M | 7% | Sep 2024 |
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| CWM Advisors | 343k | $17M | 0% | Sep 2024 |
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| Stapp Wealth Management, P | 332k | $17M | 4% | Sep 2024 |
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| First National Corp | 330k | $17M | -10% | Sep 2024 |
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| Citadel Advisors | 322k | $16M | 155% | Sep 2024 |
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| Cary Street Partner Investment Advisory | 311k | $16M | 17% | Sep 2024 |
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| Cabot Money Management | 306k | $15M | -4% | Sep 2024 |
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| Financial Security Advisor | 298k | $15M | 3% | Sep 2024 |
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| Clear Rock Advisors | 292k | $15M | -18% | Jun 2024 |
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| TD Capital Management | 290k | $15M | -19% | Sep 2024 |
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| GSB Wealth Management | 286k | $14M | -11% | Sep 2024 |
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| Concurrent Investment Advisors | 278k | $14M | 46% | Sep 2024 |
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| Woodard & Co Asset Management Group | 273k | $14M | 265% | Sep 2024 |
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| Melone Private Wealth | 270k | $14M | 68% | Sep 2024 |
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| Total Clarity Wealth Management | 269k | $14M | -11% | Sep 2024 |
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| New Perspectives | 261k | $13M | -52% | Sep 2024 |
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| Geneos Wealth Management | 259k | $13M | 3% | Jun 2024 |
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| BlackDiamond Wealth Management | 252k | $13M | -6% | Jun 2024 |
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| Integrated Wealth Concepts | 252k | $13M | 784% | Sep 2024 |
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| Flagship Harbor Advisors | 248k | $13M | 36% | Sep 2024 |
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| Silver Oak Securities | 245k | $12M | 29% | Sep 2024 |
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| Titan Capital Management | 243k | $12M | -1% | Sep 2024 |
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| Eagle Strategies | 240k | $12M | 100% | Sep 2024 |
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| Equitable Holdings | 240k | $12M | 0% | Jun 2024 |
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| Sharper & Granite | 239k | $12M | 13% | Sep 2024 |
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| Tectonic Advisors | 236k | $12M | -26% | Sep 2024 |
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| Anderson Hoagland & Co | 234k | $12M | -12% | Sep 2024 |
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| Sanchez Wealth Management Group | 224k | $11M | -50% | Sep 2024 |
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| Fiera Capital Corporation | 222k | $11M | 100% | Sep 2024 |
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| Axxcess Wealth Management | 221k | $11M | 3% | Sep 2024 |
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| H D Vest Advisory Services | 219k | $11M | -1% | Jun 2024 |
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| Merit Financial Group | 214k | $11M | -4% | Sep 2024 |
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| Atria Wealth Solutions | 212k | $11M | -24% | Sep 2024 |
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| Acorn Creek Capital | 207k | $10M | -12% | Sep 2024 |
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| IFG Advisory | 206k | $10M | 5% | Sep 2024 |
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| Leibman Financial Services | 193k | $9.7M | 12% | Sep 2024 |
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| Mason & Associates | 191k | $9.6M | -50% | Sep 2024 |
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| Cambiar Investors | 190k | $9.5M | 0% | Sep 2024 |
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| Capital Management Corporation | 190k | $9.5M | 11% | Sep 2024 |
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| Banco Santander | 189k | $9.5M | 42% | Sep 2024 |
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| Natixis Asset Management Advisors | 179k | $9.0M | -5% | Sep 2024 |
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| Continuum Wealth Advisors | 177k | $8.9M | -57% | Sep 2024 |
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| Blue Investment Partners | 177k | $8.9M | 103% | Jun 2024 |
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| TCG Advisory Services | 176k | $8.9M | -6% | Jun 2024 |
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| Catalina Capital Group | 171k | $8.6M | -31% | Sep 2024 |
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| Kingsview Wealth Management | 171k | $8.6M | -41% | Sep 2024 |
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| Cary Street Partners Asset Management | 170k | $8.5M | 9% | Sep 2024 |
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| Aptus Capital Advisors | 170k | $8.5M | 29% | Sep 2024 |
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| Almanack Investment Partners | 169k | $8.5M | 21% | Sep 2024 |
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| Calton & Associates | 167k | $8.4M | 190% | Sep 2024 |
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| Krasney Financial | 159k | $8.0M | 23% | Sep 2024 |
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| Fortis Group Advisors | 157k | $7.9M | 1% | Sep 2024 |
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| Activest Wealth Management | 154k | $7.7M | 0% | Sep 2024 |
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| Keebeck Wealth Management | 153k | $7.7M | 13% | Jun 2024 |
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| Milestone Investment Advisors | 153k | $7.7M | -3% | Sep 2024 |
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| Parisi Gray Wealth Management | 152k | $7.6M | -59% | Sep 2024 |
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| HPM Partners | 151k | $7.6M | 17% | Sep 2024 |
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| RFG Advisory | 148k | $7.4M | 2% | Sep 2024 |
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| Jane Street | 148k | $7.4M | 764% | Sep 2024 |
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| Global Wealth Strategies & Associates | 147k | $7.4M | 3% | Sep 2024 |
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| Mml Investors Services | 145k | $7.3M | -49% | Sep 2024 |
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| Palo Alto Wealth Advisors | 144k | $7.2M | 11% | Sep 2024 |
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| Laurel Wealth Advisors | 141k | $7.1M | 6% | Sep 2024 |
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| Magnus Financial Group | 140k | $7.0M | -50% | Sep 2024 |
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| D.A. Davidson & Co. | 140k | $7.0M | 63% | Jun 2024 |
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| Prevail Innovative Wealth Advisors | 140k | $7.0M | -8% | Jun 2024 |
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| Beacon Financial | 139k | $7.0M | -9% | Sep 2024 |
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| Yoder Wealth Management | 132k | $6.6M | -5% | Sep 2024 |
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| Jones Financial Companies, L.L | 132k | $6.6M | 12827% | Sep 2024 |
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| Fortress Wealth Management | 130k | $6.5M | -26% | Sep 2024 |
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| Mercer Global Advisors | 129k | $6.5M | -9% | Jun 2024 |
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| Collaborative Wealth Managment | 128k | $6.4M | 8% | Sep 2024 |
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| Curran Financial Partners | 127k | $6.4M | -49% | Sep 2024 |
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| Sykon Capital | 115k | $5.8M | -71% | Sep 2024 |
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| Capital Investment Advisory Services | 110k | $5.5M | -48% | Sep 2024 |
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| American Planning Services | 108k | $5.5M | -15% | Jun 2024 |
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| TMD Wealth Management | 102k | $5.1M | -22% | Jun 2024 |
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| Andina Capital Management | 92k | $4.6M | -57% | Sep 2024 |
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| WT Wealth Management | 73k | $3.7M | -53% | Sep 2024 |
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| Janney Montgomery Scott | 67k | $3.3M | -69% | Sep 2024 |
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| WCG Wealth Advisors | 55k | $2.8M | -85% | Sep 2024 |
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| J.w. Cole Advisors | 51k | $2.6M | -75% | Sep 2024 |
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| Napa Wealth Management | 44k | $2.2M | -90% | Sep 2024 |
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| Centaurus Financial | 15k | $752k | -93% | Sep 2024 |
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| Signature Estate and Investment Advisors | 14k | $693k | -99% | Sep 2024 |
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| Archetype Wealth Partners | 5.7k | $287k | -97% | Sep 2024 |
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| Strategic Financial Concepts | 4.4k | $222k | -99% | Sep 2024 |
|
| Richard Bernstein Advisors | 12.00 | $576.999600 | -100% | Sep 2024 |
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Who sold out of Wisdomtree Floating Rate Treasury Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| True Wealth Design | Jun 2024 | 306k | $15M |
| Toronto-Dominion Bank | Jun 2024 | 300k | $15M |
| Quantinno Capital Management | Mar 2024 | 179k | $9.0M |
| Millennium Management | Jun 2024 | 166k | $8.3M |