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 |
|---|---|---|---|---|---|
| Summit Trail Advisors | 22M | $1.1B | -3% | Sep 2025 |
|
| Jpmorgan Chase & Co | 20M | $1.0B | 100% | Sep 2025 |
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| BIP Wealth | 20M | $983M | 257% | Sep 2025 |
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| LPL Financial | 14M | $718M | -8% | Sep 2025 |
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| UBS Group | 7.6M | $381M | -8% | Sep 2025 |
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| Captrust Financial Advisors | 7.1M | $356M | 2% | Sep 2025 |
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| Raymond James Financial | 6.7M | $339M | 6% | Sep 2025 |
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| Ameriprise Financial | 4.3M | $218M | -5% | Sep 2025 |
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| Serenus Wealth Advisors | 4.3M | $216M | -14% | Sep 2025 |
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| Royal Bank of Canada | 3.5M | $173M | 1% | Sep 2025 |
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| Wells Fargo & Company | 3.4M | $170M | 1% | Sep 2025 |
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| Private Advisor | 2.4M | $121M | -8% | Sep 2025 |
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| HighTower Advisors | 2.1M | $105M | 12% | Sep 2025 |
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| IHT Wealth Management | 2.0M | $102M | -7% | Sep 2025 |
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| Howard Capital Management | 2.0M | $14M | -1% | Sep 2025 |
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| Advisor Group Holdings | 2.0M | $99M | -5% | Sep 2025 |
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| Cetera Investment Advisers | 1.8M | $91M | 15% | Sep 2025 |
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| Envestnet Asset Management | 1.5M | $76M | -5% | Sep 2025 |
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| Morton Capital Management | 1.5M | $74M | -1% | Sep 2025 |
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| Cardinal Point Capital Management, ULC | 1.4M | $72M | -1% | Sep 2025 |
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| Knightsbridge Asset Management | 1.4M | $70M | 821% | Sep 2025 |
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| Kestra Advisory Services | 1.3M | $65M | -4% | Sep 2025 |
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| Davenport & Co | 1.3M | $63M | 0% | Dec 2025 |
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| Sky-mountain Capital Management | 1.2M | $61M | 1% | Sep 2025 |
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| Rockefeller Capital Management | 1.2M | $61M | 12% | Sep 2025 |
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| Global View Capital Management | 1.1M | $56M | 175% | Dec 2025 |
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| Lido Advisors | 1.1M | $55M | -16% | Sep 2025 |
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| Cambridge Investment Research Advisors | 1.1M | $53M | -19% | Sep 2025 |
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| Mission Wealth Management | 1.0M | $51M | -14% | Sep 2025 |
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| Alpine Bank Wealth Management | 1.0M | $51M | -27% | Dec 2025 |
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| William Blair $ Company | 972k | $49M | -4% | Sep 2025 |
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| Commonwealth Equity Services | 962k | $48M | -32% | Sep 2025 |
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| Gladstone Institutional Advisory | 927k | $47M | 7% | Sep 2025 |
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| Lunt Capital Management | 894k | $45M | -15% | Sep 2025 |
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| Encompass More Asset Management | 881k | $44M | 90% | Sep 2025 |
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| Kestra Private Wealth Services | 849k | $43M | -22% | Sep 2025 |
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| Capital Planning Advisors | 798k | $40M | -13% | Sep 2025 |
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| Steward Partners Investment Advisory | 790k | $40M | -15% | Sep 2025 |
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| SPC Financial | 785k | $39M | -18% | Sep 2025 |
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| Mercer Global Advisors | 778k | $39M | -55% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 762k | $38M | -2% | Dec 2025 |
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| Wealthcare Capital Partners | 726k | $37M | 11% | Dec 2025 |
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| Bank of New York Mellon | 723k | $36M | 7% | Sep 2025 |
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| Stonebridge Financial Group | 723k | $36M | 1% | Sep 2025 |
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| Stifel Financial | 695k | $35M | -17% | Sep 2025 |
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| Flagship Harbor Advisors | 684k | $34M | -6% | Sep 2025 |
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| Assetmark | 679k | $34M | 10% | Sep 2025 |
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| Disciplina Capital Management | 674k | $34M | 9% | Sep 2025 |
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| Level Four Advisory Services | 667k | $34M | 7% | Sep 2025 |
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| Sontag Advisory | 660k | $33M | -8% | Sep 2025 |
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| Holistic Planning | 659k | $33M | -2% | Sep 2025 |
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| McGuire Investment Group | 615k | $31M | 0% | Sep 2025 |
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| Inspire Advisors | 609k | $31M | -9% | Sep 2025 |
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| CWM | 568k | $29M | -24% | Sep 2025 |
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| Ausdal Financial Partners | 563k | $28M | 17% | Sep 2025 |
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| Cypress Capital | 562k | $28M | -6% | Sep 2025 |
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| Sanctuary Advisors | 376k | $19M | 17% | Sep 2025 |
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| Carmel Capital Partners | 540k | $27M | -9% | Sep 2025 |
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| Vertex Planning Partners | 539k | $27M | -11% | Sep 2025 |
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| Integrity Alliance | 531k | $27M | -39% | Sep 2025 |
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| First National Corp | 516k | $26M | 3% | Sep 2025 |
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| Client First Capital | 505k | $25M | 22% | Sep 2025 |
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| Kayne Anderson Rudnick Investment Management | 489k | $25M | -4% | Sep 2025 |
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| Leo Wealth | 471k | $24M | -12% | Sep 2025 |
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| Uhlmann Price Securities | 465k | $24M | -9% | Dec 2025 |
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| Team Financial Group | 454k | $23M | -5% | Dec 2025 |
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| Stonebridge Wealth Management | 449k | $23M | 13% | Dec 2025 |
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| Global Retirement Partners | 433k | $22M | 468% | Sep 2025 |
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| Melone Private Wealth | 429k | $22M | 29% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 429k | $22M | 11% | Sep 2025 |
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| Regimen Wealth | 426k | $21M | 1% | Sep 2025 |
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| Family Legacy Financial Solutions | 426k | $21M | 13% | Sep 2025 |
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| Webster Bank, N. A. | 421k | $21M | -1% | Sep 2025 |
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| Etesian Wealth Advisors | 415k | $21M | 63% | Sep 2025 |
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| New Perspectives | 412k | $21M | -19% | Sep 2025 |
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| Sharper & Granite | 408k | $21M | -2% | Sep 2025 |
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| Aptus Capital Advisors | 396k | $20M | 38% | Sep 2025 |
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| Modern Wealth Management | 389k | $20M | -19% | Sep 2025 |
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| Guardian Wealth Advisors, Llc / Nc | 378k | $19M | 29% | Sep 2025 |
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| Catalina Capital Group | 374k | $19M | 19% | Dec 2025 |
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| Alpha Zero | 373k | $19M | 17% | Sep 2025 |
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| United Asset Strategies | 371k | $19M | 86% | Sep 2025 |
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| Reyes Financial Architecture | 351k | $18M | -47% | Sep 2025 |
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| Permanent Capital Management | 348k | $18M | -17% | Dec 2025 |
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| Reuter James Wealth Management | 344k | $17M | -47% | Sep 2025 |
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| Envision Financial | 338k | $17M | 2% | Dec 2025 |
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| Wealthcare Advisory Partners | 331k | $17M | 11% | Dec 2025 |
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| Concurrent Investment Advisors | 327k | $16M | 5% | Sep 2025 |
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| SFM | 325k | $16M | 31% | Sep 2025 |
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| Financial Security Advisor | 322k | $16M | -3% | Sep 2025 |
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| GSB Wealth Management | 320k | $16M | 28% | Sep 2025 |
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| Pallas Capital Advisors | 318k | $16M | 31% | Dec 2025 |
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| Uniplan Investment Counsel | 300k | $15M | -51% | Sep 2025 |
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| Eaton Financial Holdings Company | 296k | $15M | -20% | Sep 2025 |
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| Leibman Financial Services | 296k | $15M | -11% | Dec 2025 |
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| Mariner Wealth Advisors | 293k | $15M | 2% | Sep 2025 |
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| IFG Advisory | 293k | $15M | 63% | Sep 2025 |
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| Bonfire Financial | 292k | $15M | 6% | Sep 2025 |
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| Christian Investment Advisors | 289k | $15M | 5% | Sep 2025 |
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| Andina Capital Management | 286k | $14M | 371% | Sep 2025 |
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| Tower Research Capital | 280k | $14M | 41% | Sep 2025 |
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| Lauer Wealth | 280k | $14M | -11% | Dec 2025 |
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| Axxcess Wealth Management | 278k | $14M | 10% | Sep 2025 |
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| Jones Financial Companies, L.L | 277k | $14M | -16% | Sep 2025 |
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| Headland Capital | 274k | $14M | 4% | Sep 2025 |
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| LifeWealth Investments | 272k | $14M | 3% | Sep 2025 |
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| Cassia Capital Partners | 272k | $14M | -29% | Dec 2025 |
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| Guided Capital Wealth Management | 268k | $14M | 1% | Dec 2025 |
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| Stephens | 268k | $14M | -62% | Sep 2025 |
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| Mml Investors Services | 267k | $13M | 20% | Sep 2025 |
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| Cary Street Partners Financial | 263k | $13M | -17% | Sep 2025 |
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| MAI Wealth Advisors | 262k | $13M | 2% | Sep 2025 |
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| Parisi Gray Wealth Management | 257k | $13M | 28% | Dec 2025 |
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| Sanchez Wealth Management Group | 257k | $13M | -10% | Sep 2025 |
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| Tectonic Advisors | 253k | $13M | -10% | Sep 2025 |
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| DORVAL Corp | 247k | $12M | -23% | Sep 2025 |
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| Apexium Financial | 234k | $12M | -5% | Sep 2025 |
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| Haven Private | 232k | $12M | -12% | Sep 2025 |
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| Mraz, Amerine & Associates | 224k | $11M | 19% | Sep 2025 |
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| Merit Financial Group | 223k | $11M | 0% | Sep 2025 |
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| Equitable Holdings | 212k | $11M | -1% | Sep 2025 |
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| Capital Management Corporation | 212k | $11M | 10% | Sep 2025 |
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| Procyon Private Wealth Partners | 208k | $11M | 11% | Dec 2025 |
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| Fiera Capital Corporation | 208k | $11M | 1004% | Sep 2025 |
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| Stratos Wealth Partners | 205k | $10M | -4% | Sep 2025 |
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| Acorn Creek Capital | 204k | $10M | -23% | Sep 2025 |
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| Intrua Financial | 200k | $10M | 100% | Sep 2025 |
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| WT Wealth Management | 199k | $10M | 106% | Sep 2025 |
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| TD Capital Management | 196k | $9.9M | -11% | Sep 2025 |
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| Allen Capital Group | 196k | $9.9M | 26% | Sep 2025 |
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| Milestone Investment Advisors | 195k | $9.8M | 4% | Sep 2025 |
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| TCG Advisory Services | 193k | $9.7M | -11% | Sep 2025 |
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| BlackDiamond Wealth Management | 192k | $9.7M | -35% | Sep 2025 |
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| Anderson Hoagland & Co | 191k | $9.6M | -9% | Dec 2025 |
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| Castle Rock Wealth Management | 191k | $9.6M | -2% | Sep 2025 |
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| NVWM | 187k | $9.4M | 21% | Sep 2025 |
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| Cabot Money Management | 185k | $9.3M | -18% | Sep 2025 |
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| Mason & Associates | 172k | $8.7M | 0% | Sep 2025 |
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| Kovitz Investment Group Partners | 171k | $8.6M | 6% | Sep 2025 |
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| Goss Wealth Management | 169k | $8.5M | -18% | Sep 2025 |
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| AlTi Global | 169k | $8.5M | -8% | Sep 2025 |
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| Invenio Wealth Partners | 164k | $8.3M | 17% | Sep 2025 |
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| ORG Partners | 154k | $7.7M | 32% | Dec 2025 |
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| Total Clarity Wealth Management | 154k | $7.7M | -10% | Sep 2025 |
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| Laurel Wealth Advisors | 152k | $7.7M | 2% | Sep 2025 |
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| Founders Financial Securities | 150k | $7.6M | 0% | Sep 2025 |
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| HPM Partners | 149k | $7.5M | -22% | Sep 2025 |
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| Sykon Capital | 147k | $7.4M | -57% | Sep 2025 |
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| Kingsview Wealth Management | 144k | $7.2M | -1% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 142k | $7.1M | -5% | Sep 2025 |
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| Cresset Asset Management | 139k | $7.0M | -32% | Sep 2025 |
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| Landaas & Co | 132k | $6.6M | -21% | Sep 2025 |
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| Palo Alto Wealth Advisors | 129k | $6.5M | -12% | Sep 2025 |
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| Susquehanna International | 128k | $6.5M | -32% | Sep 2025 |
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| Financeware | 124k | $6.2M | -92% | Sep 2025 |
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| Curran Financial Partners | 121k | $6.1M | -17% | Sep 2025 |
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| Golden State Wealth Management | 118k | $6.0M | -22% | Sep 2025 |
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| Summit Financial | 116k | $5.8M | -55% | Sep 2025 |
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| Bristlecone Advisors | 113k | $5.7M | -33% | Sep 2025 |
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| Bernardo Wealth Planning | 99k | $5.0M | -34% | Sep 2025 |
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| Capital Analysts | 94k | $4.7M | -86% | Sep 2025 |
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| Novem Group | 74k | $3.7M | -79% | Sep 2025 |
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| Napa Wealth Management | 49k | $2.5M | -72% | Sep 2025 |
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| Eagle Strategies | 35k | $1.8M | -87% | Sep 2025 |
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| Cambiar Investors | 25k | $1.3M | -87% | Sep 2025 |
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| Integrated Wealth Concepts | 23k | $1.2M | -89% | Sep 2025 |
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| Tobias Financial Advisors | 5.5k | $279k | -99% | Sep 2025 |
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| Fortitude Family Office | 113.00 | $5.7k | -100% | Dec 2025 |
|
Who sold out of Wisdomtree Floating Rate Treasury Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Stonekeep Investments | Sep 2025 | 439k | $22M |
| Calton & Associates | Jun 2025 | 271k | $14M |
| Moulton Wealth Management | Sep 2025 | 207k | $10M |
| Hrt Financial | Jun 2025 | 161k | $8.1M |