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 |
|---|---|---|---|---|---|
| Morgan Stanley | 21M | $1.0B | 0% | Jun 2024 |
|
| Jpmorgan Chase & Co | 20M | $980M | 23% | Sep 2024 |
|
| Summit Trail Advisors | 18M | $889M | -13% | Sep 2024 |
|
| Bank of America Corporation | 15M | $771M | -32% | Sep 2024 |
|
| LPL Financial | 13M | $648M | -2% | Sep 2024 |
|
| BIP Wealth | 6.0M | $302M | 16% | Sep 2024 |
|
| Captrust Financial Advisors | 4.8M | $243M | 2% | Sep 2024 |
|
| Wells Fargo & Company | 3.8M | $191M | -3% | Sep 2024 |
|
| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 3.5M | $177M | 8648% | Sep 2024 |
|
| Royal Bank of Canada | 3.1M | $153M | -16% | Sep 2024 |
|
| Raymond James & Associates | 2.8M | $142M | 4% | Sep 2024 |
|
| Private Advisor | 2.7M | $137M | 3% | Sep 2024 |
|
| Raymond James Financial Services Advisors | 2.6M | $130M | 14% | Sep 2024 |
|
| HighTower Advisors | 2.4M | $122M | -3% | Jun 2024 |
|
| Cetera Investment Advisers | 1.9M | $98M | 2% | Jun 2024 |
|
| Howard Capital Management | 1.9M | $8.7M | 1063% | Sep 2024 |
|
| Envestnet Asset Management | 1.8M | $89M | -31% | Sep 2024 |
|
| Renaissance Technologies | 1.7M | $83M | 8% | Sep 2024 |
|
| Financeware | 1.5M | $75M | 2% | Sep 2024 |
|
| Alpine Bank Wealth Management | 1.5M | $75M | 100% | Sep 2024 |
|
| Cambridge Investment Research Advisors | 1.4M | $72M | -3% | Sep 2024 |
|
| Private Wealth Strategies | 1.4M | $72M | 2% | Jun 2024 |
|
| Capital Planning Advisors | 1.4M | $71M | 94% | Sep 2024 |
|
| Advisor Group Holdings | 1.4M | $70M | -16% | Sep 2024 |
|
| Cardinal Point Capital Management, ULC | 1.4M | $68M | -4% | Sep 2024 |
|
| First Trust Advisors | 1.4M | $68M | 100% | Sep 2024 |
|
| Morton Capital Management | 1.2M | $60M | 268% | Sep 2024 |
|
| Mission Wealth Management | 1.1M | $57M | 21% | Sep 2024 |
|
| Davenport & Co | 1.1M | $53M | 1% | Sep 2024 |
|
| Assetmark | 1.1M | $53M | 0% | Sep 2024 |
|
| Sontag Advisory | 1.0M | $51M | 372% | Sep 2024 |
|
| William Blair $ Company | 991k | $50M | -17% | Sep 2024 |
|
| Disciplina Capital Management | 975k | $49M | -15% | Sep 2024 |
|
| Tobias Financial Advisors | 973k | $49M | 5% | Sep 2024 |
|
| Kiely Wealth Advisory Group | 959k | $48M | -42% | Sep 2024 |
|
| Kestra Advisory Services | 930k | $47M | -53% | Sep 2024 |
|
| Holistic Planning | 903k | $45M | 385% | Sep 2024 |
|
| BlackRock | 883k | $44M | 100% | Sep 2024 |
|
| BlackRock | 883k | $44M | 455164% | Jun 2024 |
|
| Wealth Enhancement Advisory Services | 873k | $44M | -6% | Jun 2024 |
|
| Kestra Private Wealth Services | 870k | $44M | 3% | Sep 2024 |
|
| Gladstone Institutional Advisory | 869k | $44M | 2% | Sep 2024 |
|
| Stephens | 856k | $43M | 3% | Sep 2024 |
|
| Stifel Financial | 815k | $41M | 1% | Jun 2024 |
|
| Inspire Advisors | 792k | $40M | -14% | Sep 2024 |
|
| SPC Financial | 702k | $35M | -3% | Sep 2024 |
|
| Vertex Planning Partners | 693k | $35M | 5% | Sep 2024 |
|
| Carmel Capital Partners | 692k | $35M | -16% | Sep 2024 |
|
| Commonwealth Equity Services | 659k | $33M | 38% | Sep 2024 |
|
| Lunt Capital Management | 652k | $33M | -9% | Sep 2024 |
|
| United Asset Strategies | 618k | $31M | 105% | Sep 2024 |
|
| Webster Bank, N. A. | 606k | $30M | -9% | Sep 2024 |
|
| Level Four Advisory Services | 604k | $30M | -6% | Jun 2024 |
|
| Bank of New York Mellon | 591k | $30M | -7% | Sep 2024 |
|
| Steward Partners Investment Advisory | 541k | $27M | -11% | Jun 2024 |
|
| Lauer Wealth | 530k | $27M | 5% | Sep 2024 |
|
| Cassia Capital Partners | 528k | $27M | -5% | Sep 2024 |
|
| McGuire Investment Group | 527k | $27M | 1% | Sep 2024 |
|
| Camden Capital | 497k | $25M | -83% | Sep 2024 |
|
| Stonekeep Investments | 492k | $25M | -7% | Sep 2024 |
|
| Cypress Capital | 472k | $24M | -4% | Sep 2024 |
|
| Bristlecone Advisors | 460k | $23M | 26% | Sep 2024 |
|
| Kayne Anderson Rudnick Investment Management | 454k | $23M | -1% | Sep 2024 |
|
| Mariner Wealth Advisors | 451k | $23M | 63% | Sep 2024 |
|
| Team Financial Group | 419k | $21M | 3% | Sep 2024 |
|
| Moulton Wealth Management | 389k | $20M | -18% | Sep 2024 |
|
| Wealthcare Advisory Partners | 388k | $20M | -62% | Sep 2024 |
|
| Encompass More Asset Management | 383k | $19M | 100% | Sep 2024 |
|
| Regimen Wealth | 374k | $19M | 3% | Jun 2024 |
|
| Ausdal Financial Partners | 374k | $19M | 17% | Sep 2024 |
|
| Rockefeller Capital Management | 371k | $19M | -3% | Jun 2024 |
|
| AE Wealth Management | 370k | $19M | -39% | Sep 2024 |
|
| Leo Wealth | 366k | $18M | 12% | Sep 2024 |
|
| CWM | 364k | $18M | 27% | Sep 2024 |
|
| Northwestern Mutual Wealth Management Company | 358k | $18M | -75% | Sep 2024 |
|
| Avestar Capital | 355k | $18M | 6% | Jun 2024 |
|
| Jacobi Capital Management | 353k | $18M | 7% | Jun 2024 |
|
| Stratos Wealth Partners | 345k | $17M | 7% | Sep 2024 |
|
| CWM Advisors | 343k | $17M | 0% | Sep 2024 |
|
| Stapp Wealth Management, P | 332k | $17M | 4% | Sep 2024 |
|
| First National Corp | 330k | $17M | -10% | Sep 2024 |
|
| Citadel Advisors | 322k | $16M | 155% | Sep 2024 |
|
| Cary Street Partner Investment Advisory | 311k | $16M | 17% | Sep 2024 |
|
| Cabot Money Management | 306k | $15M | -4% | Sep 2024 |
|
| Financial Security Advisor | 298k | $15M | 3% | Sep 2024 |
|
| Clear Rock Advisors | 292k | $15M | -18% | Jun 2024 |
|
| TD Capital Management | 290k | $15M | -19% | Sep 2024 |
|
| GSB Wealth Management | 286k | $14M | -11% | Sep 2024 |
|
| Concurrent Investment Advisors | 278k | $14M | 46% | Sep 2024 |
|
| Woodard & Co Asset Management Group | 273k | $14M | 265% | Sep 2024 |
|
| Melone Private Wealth | 270k | $14M | 68% | Sep 2024 |
|
| Total Clarity Wealth Management | 269k | $14M | -11% | Sep 2024 |
|
| New Perspectives | 261k | $13M | -52% | Sep 2024 |
|
| Geneos Wealth Management | 259k | $13M | 3% | Jun 2024 |
|
| BlackDiamond Wealth Management | 252k | $13M | -6% | Jun 2024 |
|
| Integrated Wealth Concepts | 252k | $13M | 784% | Sep 2024 |
|
| Flagship Harbor Advisors | 248k | $13M | 36% | Sep 2024 |
|
| Silver Oak Securities | 245k | $12M | 29% | Sep 2024 |
|
| Titan Capital Management | 243k | $12M | -1% | Sep 2024 |
|
| Eagle Strategies | 240k | $12M | 100% | Sep 2024 |
|
| Equitable Holdings | 240k | $12M | 0% | Jun 2024 |
|
| Sharper & Granite | 239k | $12M | 13% | Sep 2024 |
|
| Sanctuary Advisors | 238k | $12M | 101% | Sep 2024 |
|
| Tectonic Advisors | 236k | $12M | -26% | Sep 2024 |
|
| Anderson Hoagland & Co | 234k | $12M | -12% | Sep 2024 |
|
| Sanchez Wealth Management Group | 224k | $11M | -50% | Sep 2024 |
|
| Fiera Capital Corporation | 222k | $11M | 100% | Sep 2024 |
|
| Axxcess Wealth Management | 221k | $11M | 3% | Sep 2024 |
|
| H D Vest Advisory Services | 219k | $11M | -1% | Jun 2024 |
|
| Merit Financial Group | 214k | $11M | -4% | Sep 2024 |
|
| Atria Wealth Solutions | 212k | $11M | -24% | Sep 2024 |
|
| Acorn Creek Capital | 207k | $10M | -12% | Sep 2024 |
|
| IFG Advisory | 206k | $10M | 5% | Sep 2024 |
|
| Eaton Financial Holdings Company | 195k | $9.8M | 2% | Sep 2024 |
|
| Leibman Financial Services | 193k | $9.7M | 12% | Sep 2024 |
|
| Mason & Associates | 191k | $9.6M | -50% | Sep 2024 |
|
| Cambiar Investors | 190k | $9.5M | 0% | Sep 2024 |
|
| Capital Management Corporation | 190k | $9.5M | 11% | Sep 2024 |
|
| Banco Santander | 189k | $9.5M | 42% | Sep 2024 |
|
| Natixis Asset Management Advisors | 179k | $9.0M | -5% | Sep 2024 |
|
| Continuum Wealth Advisors | 177k | $8.9M | -57% | Sep 2024 |
|
| Blue Investment Partners | 177k | $8.9M | 103% | Jun 2024 |
|
| TCG Advisory Services | 176k | $8.9M | -6% | Jun 2024 |
|
| Catalina Capital Group | 171k | $8.6M | -31% | Sep 2024 |
|
| Kingsview Wealth Management | 171k | $8.6M | -41% | Sep 2024 |
|
| Cary Street Partners Asset Management | 170k | $8.5M | 9% | Sep 2024 |
|
| Aptus Capital Advisors | 170k | $8.5M | 29% | Sep 2024 |
|
| Almanack Investment Partners | 169k | $8.5M | 21% | Sep 2024 |
|
| Calton & Associates | 167k | $8.4M | 190% | Sep 2024 |
|
| Krasney Financial | 159k | $8.0M | 23% | Sep 2024 |
|
| Fortis Group Advisors | 157k | $7.9M | 1% | Sep 2024 |
|
| Activest Wealth Management | 154k | $7.7M | 0% | Sep 2024 |
|
| Keebeck Wealth Management | 153k | $7.7M | 13% | Jun 2024 |
|
| Milestone Investment Advisors | 153k | $7.7M | -3% | Sep 2024 |
|
| Parisi Gray Wealth Management | 152k | $7.6M | -59% | Sep 2024 |
|
| HPM Partners | 151k | $7.6M | 17% | Sep 2024 |
|
| RFG Advisory | 148k | $7.4M | 2% | Sep 2024 |
|
| Jane Street | 148k | $7.4M | 764% | Sep 2024 |
|
| Global Wealth Strategies & Associates | 147k | $7.4M | 3% | Sep 2024 |
|
| Mml Investors Services | 145k | $7.3M | -49% | Sep 2024 |
|
| Palo Alto Wealth Advisors | 144k | $7.2M | 11% | Sep 2024 |
|
| Laurel Wealth Advisors | 141k | $7.1M | 6% | Sep 2024 |
|
| Magnus Financial Group | 140k | $7.0M | -50% | Sep 2024 |
|
| D.A. Davidson & Co. | 140k | $7.0M | 63% | Jun 2024 |
|
| Prevail Innovative Wealth Advisors | 140k | $7.0M | -8% | Jun 2024 |
|
| Beacon Financial | 139k | $7.0M | -9% | Sep 2024 |
|
| Yoder Wealth Management | 132k | $6.6M | -5% | Sep 2024 |
|
| Jones Financial Companies, L.L | 132k | $6.6M | 12827% | Sep 2024 |
|
| Fortress Wealth Management | 130k | $6.5M | -26% | Sep 2024 |
|
| Mercer Global Advisors | 129k | $6.5M | -9% | Jun 2024 |
|
| Curran Financial Partners | 127k | $6.4M | -49% | Sep 2024 |
|
| Sykon Capital | 115k | $5.8M | -71% | Sep 2024 |
|
| Capital Investment Advisory Services | 110k | $5.5M | -48% | Sep 2024 |
|
| TMD Wealth Management | 102k | $5.1M | -22% | Jun 2024 |
|
| Andina Capital Management | 92k | $4.6M | -57% | Sep 2024 |
|
| WT Wealth Management | 73k | $3.7M | -53% | Sep 2024 |
|
| Janney Montgomery Scott | 67k | $3.3M | -69% | Sep 2024 |
|
| WCG Wealth Advisors | 55k | $2.8M | -85% | Sep 2024 |
|
| J.w. Cole Advisors | 51k | $2.6M | -75% | Sep 2024 |
|
| Napa Wealth Management | 44k | $2.2M | -90% | Sep 2024 |
|
| Centaurus Financial | 15k | $752k | -93% | Sep 2024 |
|
| Signature Estate and Investment Advisors | 14k | $693k | -99% | Sep 2024 |
|
| Archetype Wealth Partners | 5.7k | $287k | -97% | Sep 2024 |
|
| Strategic Financial Concepts | 4.4k | $222k | -99% | Sep 2024 |
|
| Richard Bernstein Advisors | 12.00 | $576.999600 | -100% | Sep 2024 |
|
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 |