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
Bank of America Corporation 31M $1.5B 85% Dec 2022
Summit Trail Advisors 20M $998M 37% Dec 2022
Morgan Stanley 19M $943M 140% Dec 2022
3EDGE Asset Management 9.0M $452M -3% Dec 2022
Ameriprise Financial 8.1M $409M 4% Dec 2022
Richard Bernstein Advisors 7.8M $391M 126% Dec 2022
LPL Financial 7.7M $389M 27% Dec 2022
UBS Group 6.7M $336M 52% Dec 2022
Royal Bank of Canada 4.1M $205M 37% Dec 2022
Wells Fargo & Company 4.0M $201M 55% Dec 2022
Advisor Group Holdings 2.8M $139M 11% Dec 2022

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Jpmorgan Chase & Co 2.7M $138M 110% Dec 2022
Freestone Capital Holdings 2.5M $127M 100% Dec 2022
Signature Estate and Investment Advisors 2.2M $111M 89% Dec 2022
Captrust Financial Advisors 2.2M $111M 35% Dec 2022
Envestnet Asset Management 2.2M $111M 32% Dec 2022
Kestra Advisory Services 2.0M $100M 187% Dec 2022
Raymond James Financial Services Advisors 1.8M $91M 7% Dec 2022
Townsquare Capital 1.6M $83M 3% Dec 2022
Banco Santander 1.6M $79M -6% Dec 2022
Mason & Associates 1.3M $66M 65% Dec 2022
Uniplan Investment Counsel 1.3M $66M 100% Dec 2022
Raymond James & Associates 1.3M $64M 15% Dec 2022
Aj Wealth Strategies 1.2M $62M 100% Dec 2022
Private Wealth Strategies 1.1M $57M 1% Dec 2022
William Blair $ Company 1.1M $56M 44% Dec 2022
Camden Capital 1.1M $54M -46% Dec 2022
Aprio Wealth Management 1.0M $51M 100% Dec 2022
Cardinal Point Wealth Management Partners 1.0M $51M 37% Dec 2022
CWM Advisors 999k $50M 5% Dec 2022
Davenport & Co 979k $49M 7% Dec 2022
Wealth Enhancement Advisory Services 857k $43M 25% Dec 2022
SPC Financial 856k $43M -11% Dec 2022
Capital Planning Advisors 831k $42M 60% Dec 2022
Win Advisors 809k $41M 10% Dec 2022
Brandywine Oak Private Wealth 795k $40M 67% Dec 2022
Stephens 789k $40M 35% Dec 2022
Jane Street 779k $39M 18270% Dec 2022
Goldman Sachs Group 757k $38M -16% Dec 2022
Bank of New York Mellon 731k $37M -15% Dec 2022
Money Concepts Capital Corp 726k $37M 13% Dec 2022
IFP Advisors 722k $36M 59% Dec 2022
HighTower Advisors 722k $36M 16% Dec 2022
Vertex Planning Partners 719k $36M 100% Dec 2022
Stifel Financial 701k $35M 6% Dec 2022
Capital Analysts 684k $34M 156% Dec 2022
Cambridge Investment Research Advisors 671k $34M 189% Dec 2022
Retireful 663k $33M 6% Dec 2022
American Planning Services 635k $32M 126619% Dec 2022
Private Advisor 623k $4.1M 171% Dec 2022
Gladstone Institutional Advisory 610k $31M -1% Dec 2022
Renaissance Technologies 582k $29M 29% Dec 2022
Carmel Capital Partners 567k $29M 100% Dec 2022
Rockefeller Capital Management 560k $28M 0% Dec 2022
Merit Financial Group 533k $27M -36% Dec 2022
Puplava Financial Services 521k $26M 10504% Dec 2022
Total Clarity Wealth Management 504k $25M 1213% Dec 2022
Magnus Financial Group 502k $25M 245% Dec 2022
GeoWealth Management 492k $25M 9452% Dec 2022
Level Four Advisory Services 489k $25M 93% Dec 2022
Global Retirement Partners 484k $24M -24% Dec 2022
Sanchez Wealth Management Group 481k $24M 1% Dec 2022
AE Wealth Management 481k $24M 14% Dec 2022
Milestone Investment Advisors 472k $24M 100% Dec 2022
Webster Bank, N. A. 453k $23M 12% Dec 2022
New Perspectives 436k $22M 9% Dec 2022
Madison Wealth Management 434k $22M 28% Dec 2022
Stratos Wealth Partners 419k $21M -7% Dec 2022
Inspire Advisors 408k $21M 51% Dec 2022
Venturi Wealth Management 398k $20M -77% Dec 2022
Wealthcare Advisory Partners 371k $19M 100% Dec 2022
Janney Montgomery Scott 354k $18M 23% Dec 2022
H D Vest Advisory Services 351k $18M 15% Dec 2022
Woodard & Co Asset Management Group 347k $17M -49% Dec 2022
Mml Investors Services 340k $17M 11% Dec 2022
Financial Network Investment Corporation 338k $17M 169% Dec 2022
Cetera Investment Advisers 333k $17M 248% Dec 2022
WT Wealth Management 324k $16M 49% Dec 2022
Regimen Wealth 313k $16M 100% Dec 2022
Hanson McClain Advisors 312k $16M -2% Dec 2022
Wealth Management Resources 299k $15M -17% Dec 2022
Mjp Associates 291k $15M -15% Dec 2022
Titan Capital Management 289k $15M -5% Dec 2022
Prestige Wealth Management Group 288k $15M 8% Dec 2022
Continuum Wealth Advisors 284k $14M 100% Dec 2022
Kayne Anderson Rudnick Investment Management 280k $14M 49% Sep 2022
Jacobi Capital Management 275k $14M 1% Dec 2022
Greenwich Wealth Management 275k $14M 20% Dec 2022
Goss Wealth Management 264k $737k 38% Dec 2022
Castle Wealth Management 253k $13M 6% Dec 2022
Jaffetilchin Investment Partners 246k $12M 100% Dec 2022
First National Corp 244k $12M 736% Dec 2022
NVWM 241k $12M 6% Dec 2022
Retirement Capital Strategies 226k $11M -2% Dec 2022
TCWP 219k $11M 80% Dec 2022
Mariner Wealth Advisors 215k $11M 100% Dec 2022
GSB Wealth Management 214k $11M 60% Dec 2022
McGuire Investment Group 207k $10M 8% Dec 2022
EisnerAmper Wealth Management Corporate Benefits 207k $10M 3% Dec 2022
Moulton Wealth Management 206k $10M 100% Dec 2022
Bristlecone Advisors 204k $10M 283% Dec 2022
IHT Wealth Management 203k $10M 81% Dec 2022
TD Capital Management 199k $10M 762% Dec 2022
Financial Services Advisory 195k $9.8M 0% Dec 2022
Miracle Mile Advisors 194k $9.7M 100% Dec 2022
Mercer Global Advisors 186k $9.3M 26% Dec 2022
Wallace Advisory Group 185k $9.3M 100% Dec 2022
Strategic Wealth Advisors 182k $9.2M 6% Sep 2022
Middleton & Company 180k $9.0M 10% Dec 2022
Silver Oak Securities 180k $9.0M 98% Dec 2022
Keystone Financial Group 172k $8.6M 27% Dec 2022
Resources Investment Advisors 164k $8.2M 100% Dec 2022
West Chester Capital Advisors 164k $8.2M 4% Dec 2022
BlackDiamond Wealth Management 158k $8.0M -10% Dec 2022
Bridge Advisory 156k $7.8M 100% Dec 2022
Thomas J. Herzfeld Advisors 154k $7.8M -77% Dec 2022
Ellevest 149k $7.5M 0% Dec 2022
Multi-Financial Securities 148k $7.4M 89% Dec 2022
Ameritas Advisory Services 145k $7.3M 100% Dec 2022
Baird Financial 143k $7.2M -7% Dec 2022
Cabot Money Management 137k $6.9M -7% Dec 2022
Toroso Investments 135k $6.8M -2% Dec 2022
Geneos Wealth Management 133k $6.7M 294% Dec 2022
Fortune 45 130k $6.5M 1% Dec 2022
Valley Financial Management 130k $6.5M -47% Dec 2022
Cary Street Partner Investment Advisory 124k $6.2M -7% Dec 2022
Alliance Wealth Advisors 118k $6.0M 100% Dec 2022
Trustmark National Bank - Trust Department 115k $5.8M 100% Dec 2022
Transcend Wealth Collective 114k $5.7M 178% Dec 2022
Millennium Management 113k $5.7M 100% Dec 2022
FDx Advisors 108k $5.5M 8% Dec 2022
Commonwealth Equity Services 107k $5.4M 86% Dec 2022
Smart Portfolios 107k $5.4M -4% Dec 2022
Sweet Financial Partners 104k $5.3M 0% Dec 2022
Northwestern Mutual Wealth Management Company 102k $5.1M 7% Dec 2022
First Capital Advisors 100k $5.0M 100% Dec 2022
SkyView Investment Advisors 100k $5.0M 100% Dec 2022
Centaurus Financial 100k $5.0M 98% Dec 2022
Mather Group 99k $5.0M 133% Dec 2022
Natixis Asset Management Advisors 98k $4.9M -18% Dec 2022
Baker Tilly Financial 98k $4.9M -10% Dec 2022
Kingsview Wealth Management 97k $4.9M 126% Dec 2022
First Financial Bank, N.A. - Trust Division 91k $4.6M 9% Dec 2022
Private Advisory 90k $4.5M 232% Dec 2022
Palo Alto Wealth Advisors 90k $4.5M 100% Dec 2022
Laurel Wealth Advisors 87k $4.4M 154% Dec 2022
Friedenthal Financial 86k $4.3M 100% Dec 2022
Steward Partners Investment Advisory 76k $3.8M 7% Dec 2022
Cim 73k $3.7M -2% Dec 2022
Change Path 70k $3.5M 12% Dec 2022
Eldridge Investment Advisors 67k $3.3M -45% Dec 2022
Monticello Wealth Management 63k $3.2M -33% Dec 2022
Price Capital Management 50k $2.5M -88% Dec 2022
Branch Banking & Trust Company 45k $2.3M -95% Dec 2022
GaveKal Capital 20k $992k -86% Dec 2022
Members Advisory Group 15k $752k -95% Dec 2022
Absolute Capital Management 10k $518k -88% Dec 2022

Who sold out of Wisdomtree Floating Rate Treasury Fund?

Fund or Company Name Date Sold Shares Held Valued At
Jackson Wealth Management Sep 2022 675k $34M
Citadel Advisors Jun 2022 432k $22M
Arete Wealth Advisors Sep 2022 309k $16M
Prudential Sep 2022 260k $13M
Aurora Private Wealth Sep 2022 257k $13M
Amplius Wealth Advisors Sep 2022 115k $5.8M
Old Mission Capital Sep 2022 95k $4.7M
Benchmark Financial Wealth Advisors Sep 2022 73k $3.7M
Flow Traders US Sep 2022 72k $3.6M