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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 23M | $1.1B | -7% | Jun 2024 |
|
| Morgan Stanley | 21M | $1.0B | 0% | Jun 2024 |
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| Summit Trail Advisors | 20M | $1.0B | -18% | Jun 2024 |
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| Jpmorgan Chase & Co | 16M | $797M | 20% | Jun 2024 |
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| LPL Financial | 13M | $659M | 1% | Jun 2024 |
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| Ameriprise Financial | 7.9M | $401M | 100% | Mar 2024 |
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| UBS Group | 7.2M | $362M | -10% | Mar 2024 |
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| BIP Wealth | 5.2M | $261M | -15% | Jun 2024 |
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| Captrust Financial Advisors | 4.7M | $239M | 3% | Jun 2024 |
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| Richard Bernstein Advisors | 4.7M | $235M | -4% | Jun 2024 |
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| Wells Fargo & Company | 3.9M | $198M | -1% | Jun 2024 |
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| Royal Bank of Canada | 3.6M | $183M | -19% | Jun 2024 |
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| Camden Capital | 2.8M | $143M | 50% | Jun 2024 |
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| Raymond James & Associates | 2.7M | $136M | 37% | Jun 2024 |
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| Private Advisor | 2.6M | $133M | 14% | Jun 2024 |
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| Envestnet Asset Management | 2.6M | $129M | -6% | Jun 2024 |
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| Signature Estate and Investment Advisors | 2.5M | $127M | 3% | Jun 2024 |
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| HighTower Advisors | 2.4M | $122M | -3% | Jun 2024 |
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| Raymond James Financial Services Advisors | 2.3M | $115M | 14% | Jun 2024 |
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| Kestra Advisory Services | 2.0M | $101M | 0% | Jun 2024 |
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| Cetera Investment Advisers | 1.9M | $98M | 2% | Jun 2024 |
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| Advisor Group Holdings | 1.7M | $84M | -57% | Mar 2024 |
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| Kiely Wealth Advisory Group | 1.7M | $84M | 2% | Jun 2024 |
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| Renaissance Technologies | 1.5M | $78M | 0% | Jun 2024 |
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| Cambridge Investment Research Advisors | 1.5M | $75M | 59% | Jun 2024 |
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| Financeware | 1.5M | $74M | 10% | Jun 2024 |
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| IHT Wealth Management | 1.5M | $73M | -1% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 1.4M | $72M | 12% | Jun 2024 |
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| Private Wealth Strategies | 1.4M | $72M | 2% | Jun 2024 |
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| Cardinal Point Capital Management, ULC | 1.4M | $72M | 0% | Jun 2024 |
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| William Blair $ Company | 1.2M | $60M | -4% | Jun 2024 |
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| Disciplina Capital Management | 1.1M | $58M | 47% | Jun 2024 |
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| Assetmark | 1.1M | $53M | 5% | Jun 2024 |
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| Davenport & Co | 1.1M | $53M | 0% | Jun 2024 |
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| Wealthcare Advisory Partners | 1.0M | $52M | 6% | Jun 2024 |
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| Mission Wealth Management | 929k | $47M | 5% | Jun 2024 |
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| Inspire Advisors | 924k | $47M | 12% | Jun 2024 |
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| Tobias Financial Advisors | 922k | $46M | 64% | Jun 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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| Gladstone Institutional Advisory | 854k | $43M | 3% | Jun 2024 |
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| Kestra Private Wealth Services | 848k | $43M | -3% | Jun 2024 |
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| Stephens | 835k | $42M | 4% | Jun 2024 |
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| Carmel Capital Partners | 826k | $42M | -10% | Jun 2024 |
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| Stifel Financial | 815k | $41M | 1% | Jun 2024 |
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| Capital Planning Advisors | 726k | $37M | -4% | Jun 2024 |
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| SPC Financial | 723k | $36M | 2% | Jun 2024 |
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| Lunt Capital Management | 717k | $36M | -9% | Jun 2024 |
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| Webster Bank, N. A. | 664k | $33M | -5% | Jun 2024 |
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| Vertex Planning Partners | 657k | $33M | -11% | Jun 2024 |
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| Bank of New York Mellon | 634k | $32M | 22% | Jun 2024 |
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| AE Wealth Management | 605k | $30M | 15% | Jun 2024 |
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| Level Four Advisory Services | 604k | $30M | -6% | Jun 2024 |
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| Cassia Capital Partners | 555k | $28M | 10% | Jun 2024 |
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| New Perspectives | 549k | $28M | 7% | Jun 2024 |
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| Steward Partners Investment Advisory | 541k | $27M | -11% | Jun 2024 |
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| Stonekeep Investments | 526k | $27M | 100% | Jun 2024 |
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| McGuire Investment Group | 524k | $26M | 6% | Jun 2024 |
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| Lauer Wealth | 504k | $25M | 55% | Jun 2024 |
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| Strategic Financial Concepts | 497k | $2.0B | 732% | Jun 2024 |
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| Cypress Capital | 490k | $25M | 100% | Jun 2024 |
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| Commonwealth Equity Services | 478k | $24M | 54% | Jun 2024 |
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| Moulton Wealth Management | 472k | $24M | 4% | Jun 2024 |
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| Kayne Anderson Rudnick Investment Management | 459k | $23M | -28% | Jun 2024 |
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| Sanchez Wealth Management Group | 446k | $22M | -14% | Jun 2024 |
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| Napa Wealth Management | 444k | $22M | -60% | Jun 2024 |
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| Continuum Wealth Advisors | 409k | $21M | 11% | Jun 2024 |
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| Team Financial Group | 407k | $21M | -2% | Jun 2024 |
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| Sykon Capital | 398k | $20M | 403% | Jun 2024 |
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| Capital Analysts | 394k | $20M | -2% | Mar 2024 |
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| Mason & Associates | 380k | $19M | -33% | Jun 2024 |
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| Parisi Gray Wealth Management | 376k | $19M | -6% | Jun 2024 |
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| Regimen Wealth | 374k | $19M | 3% | Jun 2024 |
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| WCG Wealth Advisors | 374k | $19M | 4% | Jun 2024 |
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| Rockefeller Capital Management | 371k | $19M | -3% | Jun 2024 |
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| Bristlecone Advisors | 367k | $18M | 2% | Jun 2024 |
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| First National Corp | 366k | $18M | -6% | Jun 2024 |
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| TD Capital Management | 358k | $18M | -5% | Jun 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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| CWM Advisors | 342k | $17M | -6% | Jun 2024 |
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| Morton Capital Management | 326k | $16M | 42% | Jun 2024 |
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| Leo Wealth | 326k | $16M | 6% | Jun 2024 |
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| Stratos Wealth Partners | 322k | $16M | 10% | Jun 2024 |
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| GSB Wealth Management | 322k | $16M | 12% | Jun 2024 |
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| Tectonic Advisors | 321k | $16M | -2% | Jun 2024 |
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| Stapp Wealth Management, P | 319k | $16M | -1% | Jun 2024 |
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| Ausdal Financial Partners | 319k | $16M | 79% | Jun 2024 |
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| Cabot Money Management | 319k | $16M | -15% | Jun 2024 |
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| True Wealth Design | 306k | $15M | 1% | Jun 2024 |
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| Total Clarity Wealth Management | 303k | $15M | 17% | Jun 2024 |
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| United Asset Strategies | 302k | $15M | -54% | Jun 2024 |
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| Toronto-Dominion Bank | 300k | $15M | 60% | Jun 2024 |
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| Clear Rock Advisors | 292k | $15M | -18% | Jun 2024 |
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| Kingsview Wealth Management | 291k | $15M | -3% | Jun 2024 |
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| Financial Security Advisor | 288k | $15M | 12% | Jun 2024 |
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| CWM | 286k | $14M | 136% | Jun 2024 |
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| Mml Investors Services | 281k | $14M | 16% | Jun 2024 |
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| Magnus Financial Group | 278k | $14M | -20% | Jun 2024 |
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| Atria Wealth Solutions | 278k | $14M | 11% | Jun 2024 |
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| Mariner Wealth Advisors | 276k | $14M | -9% | Jun 2024 |
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| Cary Street Partner Investment Advisory | 266k | $13M | 25% | Jun 2024 |
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| Anderson Hoagland & Co | 264k | $13M | -8% | Jun 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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| Curran Financial Partners | 250k | $13M | 16% | Jun 2024 |
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| Catalina Capital Group | 248k | $13M | 10% | Jun 2024 |
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| Titan Capital Management | 246k | $12M | -10% | Jun 2024 |
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| Equitable Holdings | 240k | $12M | 0% | Jun 2024 |
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| Acorn Creek Capital | 237k | $12M | 24% | Jun 2024 |
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| Merit Financial Group | 223k | $11M | 2% | Mar 2024 |
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| H D Vest Advisory Services | 219k | $11M | -1% | Jun 2024 |
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| Janney Montgomery Scott | 218k | $11M | -15% | Jun 2024 |
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| Sontag Advisory | 216k | $11M | 1193% | Jun 2024 |
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| Axxcess Wealth Management | 216k | $11M | -8% | Jun 2024 |
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| Andina Capital Management | 214k | $11M | 32% | Jun 2024 |
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| Sharper & Granite | 212k | $11M | -15% | Jun 2024 |
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| Capital Investment Advisory Services | 210k | $11M | 243% | Jun 2024 |
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| Tactive Advisors | 209k | $11M | 249% | Mar 2024 |
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| J.w. Cole Advisors | 205k | $10M | -12% | Jun 2024 |
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| Centaurus Financial | 205k | $10M | 11% | Mar 2024 |
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| IFG Advisory | 196k | $9.9M | -1% | Jun 2024 |
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| Baird Financial | 192k | $9.6M | 4% | Mar 2024 |
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| Concurrent Investment Advisors | 191k | $9.6M | 3% | Jun 2024 |
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| Eaton Financial Holdings Company | 190k | $9.6M | 1% | Mar 2024 |
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| Cambiar Investors | 190k | $9.6M | 0% | Jun 2024 |
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| Silver Oak Securities | 189k | $9.5M | -11% | Jun 2024 |
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| Natixis Asset Management Advisors | 187k | $9.4M | 1% | Jun 2024 |
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| Holistic Planning | 186k | $9.4M | 0% | Jun 2024 |
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| Flagship Harbor Advisors | 183k | $9.2M | -74% | Mar 2024 |
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| Quadrature Capital | 180k | $9.0M | 100% | Mar 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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| Fortress Wealth Management | 175k | $8.8M | -2% | Jun 2024 |
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| Leibman Financial Services | 173k | $8.7M | -4% | Jun 2024 |
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| Capital Management Corporation | 171k | $8.6M | -1% | Jun 2024 |
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| Archetype Wealth Partners | 171k | $8.6M | -6% | Jun 2024 |
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| Millennium Management | 166k | $8.3M | -68% | Jun 2024 |
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| Howard Capital Management | 165k | $8.3M | -4% | Jun 2024 |
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| Melone Private Wealth | 161k | $8.1M | 18% | Jun 2024 |
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| Milestone Investment Advisors | 157k | $7.9M | -13% | Jun 2024 |
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| Fortis Group Advisors | 156k | $7.9M | 1% | Jun 2024 |
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| Cary Street Partners Asset Management | 156k | $7.8M | 43% | Jun 2024 |
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| Activest Wealth Management | 153k | $7.7M | 88% | Jun 2024 |
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| Keebeck Wealth Management | 153k | $7.7M | 13% | Jun 2024 |
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| Beacon Financial | 152k | $7.6M | -13% | Jun 2024 |
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| RFG Advisory | 146k | $7.3M | 3% | Jun 2024 |
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| Global Wealth Strategies & Associates | 142k | $7.1M | 4% | Jun 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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| Yoder Wealth Management | 138k | $7.0M | -20% | Jun 2024 |
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| Banco Santander | 134k | $6.7M | -48% | Jun 2024 |
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| Palo Alto Wealth Advisors | 130k | $6.5M | -26% | Jun 2024 |
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| Mercer Global Advisors | 129k | $6.5M | -9% | Jun 2024 |
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| Citadel Advisors | 126k | $6.3M | -94% | Jun 2024 |
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| AlTi Global | 124k | $6.2M | -12% | Jun 2024 |
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| L.m. Kohn & Company | 109k | $5.5M | -30% | Jun 2024 |
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| Fortitude Family Office | 77k | $3.8M | -52% | Jun 2024 |
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| Calton & Associates | 58k | $2.9M | -76% | Jun 2024 |
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| Manhattan West Asset Management | 49k | $2.5M | -65% | Jun 2024 |
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| Susquehanna International | 43k | $2.2M | -90% | Jun 2024 |
|
Who sold out of Wisdomtree Floating Rate Treasury Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Global Assets Advisory | Mar 2024 | 1.0M | $20M |
| Quantinno Capital Management | Mar 2024 | 179k | $9.0M |