Who owns WISDOMTREE FLOATING RATE TREASURY FUND?

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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
Bank of America Corporation 32M $1.6B -1% Jun 2023
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Morgan Stanley 21M $1.0B 10% Jun 2023
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Summit Trail Advisors 20M $985M -10% Jun 2023
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Jpmorgan Chase & Co 17M $864M 224% Jun 2023
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LPL Financial 9.7M $489M 10% Jun 2023
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Ameriprise Financial 9.1M $459M -8% Jun 2023
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Freestone Capital Holdings 8.1M $409M -10% Jun 2023
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Richard Bernstein Advisors 7.8M $394M 2% Jun 2023
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UBS Group 7.7M $388M 1% Jun 2023
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Advisor Group Holdings 5.6M $282M 59% Jun 2023
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BIP Wealth 5.5M $274M 2042% Jun 2023
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Wells Fargo & Company 4.4M $224M 11% Jun 2023
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Royal Bank of Canada 4.2M $210M 2% Jun 2023
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Captrust Financial Advisors 3.9M $195M 0% Jun 2023
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3EDGE Asset Management 3.7M $184M -13% Jun 2023
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Venturi Wealth Management 3.0M $153M 45% Jun 2023
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Envestnet Asset Management 2.7M $136M 1% Jun 2023
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Raymond James Financial Services Advisors 2.2M $113M 63% Jun 2023
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HighTower Advisors 2.1M $107M 54% Jun 2023
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Banco Santander 1.7M $87M 5% Jun 2023
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Raymond James & Associates 1.7M $85M 0% Jun 2023
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Mason & Associates 1.5M $78M 3% Jun 2023
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Aj Wealth Strategies 1.5M $77M 17% Jun 2023
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Signature Estate and Investment Advisors 1.5M $75M 2% Jun 2023
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Kestra Advisory Services 1.5M $74M -14% Jun 2023
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Private Advisor 1.4M $68M 18% Jun 2023
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Camden Capital 1.4M $68M 11% Jun 2023
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William Blair $ Company 1.3M $63M -4% Jun 2023
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Cardinal Point Capital Management, ULC 1.2M $63M 14% Jun 2023
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Uniplan Investment Counsel 1.2M $61M -25% Jun 2023
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Anderson Hoagland & Co 1.2M $61M 100% Jun 2023
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Private Wealth Strategies 1.2M $59M 1% Jun 2023
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Stephens 1.1M $58M 3% Jun 2023
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IFP Advisors 1.1M $57M 15% Jun 2023
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Lunt Capital Management 986k $50M 100% Jun 2023
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Davenport & Co 970k $49M -6% Jun 2023
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Kestra Private Wealth Services 934k $47M 43% Jun 2023
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Mission Wealth Management 910k $46M -50% Jun 2023
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Jane Street 875k $44M 220% Jun 2023
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Townsquare Capital 848k $43M -48% Mar 2023
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Sanchez Wealth Management Group 839k $42M 12% Jun 2023
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Cambridge Investment Research Advisors 827k $42M 1% Jun 2023
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SPC Financial 813k $41M -4% Jun 2023
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Assetmark 775k $39M 0% Jun 2023
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IHT Wealth Management 750k $38M -6% Jun 2023
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Capital Analysts 749k $38M 3% Jun 2023
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Steward Partners Investment Advisory 742k $37M 33% Jun 2023
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Carmel Capital Partners 740k $37M 36% Jun 2023
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Rockefeller Capital Management 726k $37M 24% Jun 2023
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AE Wealth Management 713k $36M 19% Jun 2023
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Webster Bank, N. A. 707k $36M 72% Jun 2023
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Capital Planning Advisors 703k $35M -32% Jun 2023
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Renaissance Technologies 696k $35M 0% Jun 2023
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Gladstone Institutional Advisory 696k $35M 7% Jun 2023
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Brandywine Oak Private Wealth 674k $34M 2% Jun 2023
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Inspire Advisors 657k $33M -6% Jun 2023
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Vertex Planning Partners 651k $33M -7% Jun 2023
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Level Four Advisory Services 635k $32M 21% Jun 2023
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H D Vest Advisory Services 618k $31M 81% Jun 2023
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Retireful 615k $31M -42% Jun 2023
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Stifel Financial 593k $30M -13% Jun 2023
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Cetera Investment Advisers 563k $28M 99% Jun 2023
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Bank of New York Mellon 555k $28M -20% Jun 2023
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First Heartland Consultants 537k $27M 1500% Jun 2023
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Prestige Wealth Management Group 528k $27M 7% Jun 2023
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Magnus Financial Group 512k $26M -8% Jun 2023
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Total Clarity Wealth Management 476k $24M -21% Jun 2023
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Kayne Anderson Rudnick Investment Management 456k $23M 0% Jun 2023
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Atticus Wealth Management 452k $23M -1% Jun 2023
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CWM Advisors 452k $23M -60% Jun 2023
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Mml Investors Services 451k $23M 6% Jun 2023
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Stratos Wealth Partners 436k $22M -40% Jun 2023
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Madison Wealth Management 431k $22M -2% Jun 2023
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Cabot Money Management 410k $21M 9% Jun 2023
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Financial Network Investment Corporation 392k $20M 0% Jun 2023
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American Planning Services 384k $19M -18% Jun 2023
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Moulton Wealth Management 372k $19M 29% Jun 2023
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First National Corp 361k $18M 21% Jun 2023
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WT Wealth Management 345k $17M -16% Jun 2023
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Milestone Investment Advisors 343k $17M -3% Jun 2023
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Bank Of Montreal 340k $17M 100% Jun 2023
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Regimen Wealth 325k $16M 7% Jun 2023
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Jacobi Capital Management 323k $16M 0% Jun 2023
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Nottingham Advisors 321k $16M 435% Jun 2023
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Goss Wealth Management 318k $16M -17% Jun 2023
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EP Wealth Advisors 312k $2.4M 341% Jun 2023
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Continuum Wealth Advisors 311k $16M 6% Jun 2023
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Keystone Financial Group 308k $16M 80% Jun 2023
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Janney Montgomery Scott 306k $15M -10% Jun 2023
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Tobias Financial Advisors 303k $15M 100% Jun 2023
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GSB Wealth Management 295k $15M 38% Jun 2023
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TD Capital Management 294k $15M -5% Jun 2023
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Eaton Financial Holdings Company 283k $14M 100% Jun 2023
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Geneos Wealth Management 274k $14M 40% Jun 2023
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Wealth Enhancement Advisory Services 270k $14M -72% Jun 2023
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Howard Capital Management 269k $14M -7% Jun 2023
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TCWP 268k $14M 4% Jun 2023
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Titan Capital Management 267k $13M -7% Jun 2023
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J.w. Cole Advisors 265k $13M 101% Jun 2023
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Procyon Private Wealth Partners 257k $13M 125% Jun 2023
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Wealthcare Advisory Partners 256k $13M 48% Jun 2023
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BlackDiamond Wealth Management 253k $13M 32% Jun 2023
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United Asset Strategies 252k $13M 0% Jun 2023
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McGuire Investment Group 250k $13M 10% Jun 2023
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Umb Bank N A 245k $12M 100% Jun 2023
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Money Concepts Capital Corp 238k $12M 337% Jun 2023
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Adirondack Retirement Specialists 232k $12M 10% Jun 2023
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Baird Financial 230k $12M 2% Jun 2023
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Multi-Financial Securities 230k $12M -9% Jun 2023
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Mariner Wealth Advisors 229k $12M 18% Jun 2023
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Bridge Advisory 227k $11M 19% Jun 2023
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Stapp Wealth Management, P 226k $11M -2% Jun 2023
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Bristlecone Advisors 209k $11M 51% Jun 2023
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Kingsview Wealth Management 204k $10M 178% Jun 2023
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Bft Financial Group 199k $10M -5% Jun 2023
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Financial Services Advisory 195k $9.8M -1% Jun 2023
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Fortis Group Advisors 194k $9.8M 1% Jun 2023
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Tectonic Advisors 192k $9.7M 100% Jun 2023
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Portside Wealth Group 190k $9.6M 100% Jun 2023
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Merit Financial Group 188k $9.5M -43% Jun 2023
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Hanson McClain Advisors 181k $9.1M -41% Jun 2023
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Millennium Management 177k $8.9M 86% Jun 2023
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Ameritas Advisory Services 171k $8.6M 21% Jun 2023
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Natixis Asset Management Advisors 170k $8.6M 6% Jun 2023
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Bank of Nova Scotia 163k $8.2M 26% Jun 2023
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Lake Street Advisors Group 163k $8.2M 0% Jun 2023
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Park Edge Advisors 162k $8.1M 1% Jun 2023
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Elmwood Wealth Management 158k $7.9M 24% Jun 2023
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Yoder Wealth Management 155k $7.8M 5% Jun 2023
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Fortune 45 150k $7.6M 7% Jun 2023
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Branch Banking & Trust Company 148k $7.5M 384% Jun 2023
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Avestar Capital 146k $7.4M 65% Jun 2023
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V Wealth Management 145k $7.3M 100% Jun 2023
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Toroso Investments 144k $7.2M -4% Jun 2023
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Northwestern Mutual Wealth Management Company 143k $7.2M 18% Jun 2023
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Centaurus Financial 136k $6.8M 15% Jun 2023
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Essex Financial Services 135k $6.8M 21% Jun 2023
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Toronto-Dominion Bank 133k $6.7M 100% Jun 2023
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Middleton & Company 130k $6.5M -34% Jun 2023
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Silver Oak Securities 127k $6.4M -32% Jun 2023
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Price Capital Management 125k $6.3M -44% Jun 2023
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Equitable Holdings 125k $6.3M 56% Jun 2023
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IFG Advisory 124k $6.2M 165% Jun 2023
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Commonwealth Equity Services 122k $6.1M 1% Jun 2023
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TCG Advisory Services 116k $5.9M 162% Jun 2023
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Trustmark National Bank - Trust Department 116k $5.8M 1% Jun 2023
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Flagship Harbor Advisors 116k $5.8M 205% Jun 2023
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Ellevest 113k $5.7M -23% Jun 2023
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Transcend Wealth Collective 112k $5.6M -1% Jun 2023
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Founders Financial Securities 105k $5.3M -14% Jun 2023
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Wealth Management Resources 102k $5.1M -66% Jun 2023
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NVWM 101k $5.1M -25% Jun 2023
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Mercer Global Advisors 100k $5.0M -21% Jun 2023
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Fiduciary Alliance 55k $2.7M -74% Jun 2023
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West Chester Capital Advisors 50k $2.5M -70% Jun 2023
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Citadel Advisors 33k $1.6M -87% Jun 2023
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Old Mission Capital 23k $1.2M -85% Jun 2023
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Belpointe Asset Management 18k $892k -90% Jun 2023
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Thomas J. Herzfeld Advisors 15k $757k -96% Jun 2023
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Greenwich Wealth Management 6.2k $313k -98% Jun 2023
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Who sold out of Wisdomtree Floating Rate Treasury Fund?

Fund or Company Name Date Sold Shares Held Valued At
Goldman Sachs Group Mar 2023 409k $21M
We Are One Seven Mar 2023 258k $13M