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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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 | 27M | $1.3B | -4% | Dec 2023 |
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Summit Trail Advisors | 25M | $1.2B | 21% | Mar 2024 |
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Jpmorgan Chase & Co | 11M | $529M | -51% | Dec 2023 |
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UBS Group | 8.0M | $401M | -5% | Dec 2023 |
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BIP Wealth | 5.7M | $286M | 27% | Dec 2023 |
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Wells Fargo & Company | 4.7M | $238M | 10% | Dec 2023 |
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Captrust Financial Advisors | 4.7M | $237M | -8% | Dec 2023 |
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Royal Bank of Canada | 4.3M | $217M | -2% | Dec 2023 |
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Advisor Group Holdings | 3.9M | $196M | -18% | Dec 2023 |
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HighTower Advisors | 2.6M | $132M | -14% | Dec 2023 |
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Signature Estate and Investment Advisors | 2.3M | $113M | 46% | Dec 2023 |
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Private Advisor | 2.2M | $112M | 46% | Dec 2023 |
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Raymond James Financial Services Advisors | 2.0M | $100M | -15% | Mar 2024 |
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Raymond James & Associates | 2.0M | $100M | -2% | Mar 2024 |
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Kiely Wealth Advisory Group | 1.6M | $82M | 100% | Dec 2023 |
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Camden Capital | 1.5M | $74M | 9% | Dec 2023 |
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Kestra Advisory Services | 1.4M | $71M | -27% | Dec 2023 |
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Cardinal Point Capital Management, ULC | 1.4M | $71M | -3% | Mar 2024 |
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Financeware | 1.3M | $68M | 1115% | Mar 2024 |
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Private Wealth Strategies | 1.3M | $65M | 3% | Dec 2023 |
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Disciplina Capital Management | 1.1M | $57M | 100% | Dec 2023 |
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Mission Wealth Management | 1.1M | $55M | 11% | Dec 2023 |
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William Blair $ Company | 1.0M | $51M | -19% | Dec 2023 |
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Davenport & Co | 1.0M | $51M | 3% | Dec 2023 |
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Global Assets Advisory | 1.0M | $20M | 5265% | Mar 2024 |
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Wealthcare Advisory Partners | 974k | $49M | 12% | Mar 2024 |
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Cambridge Investment Research Advisors | 939k | $47M | -10% | Mar 2024 |
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Wealth Enhancement Advisory Services | 925k | $47M | 7% | Mar 2024 |
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Carmel Capital Partners | 917k | $46M | 81% | Mar 2024 |
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Stifel Financial | 886k | $45M | 30% | Dec 2023 |
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Gladstone Institutional Advisory | 872k | $44M | 12% | Dec 2023 |
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SPC Financial | 857k | $43M | 3% | Dec 2023 |
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Capital Planning Advisors | 848k | $43M | -3% | Dec 2023 |
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Vertex Planning Partners | 822k | $41M | 8% | Dec 2023 |
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Inspire Advisors | 814k | $41M | 12% | Dec 2023 |
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Kestra Private Wealth Services | 800k | $40M | -9% | Dec 2023 |
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Lunt Capital Management | 786k | $40M | -17% | Mar 2024 |
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Sanchez Wealth Management Group | 769k | $39M | -20% | Dec 2023 |
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Assetmark | 733k | $37M | -5% | Dec 2023 |
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Webster Bank, N. A. | 703k | $35M | 9% | Mar 2024 |
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Almanack Investment Partners | 684k | $34M | -33% | Dec 2023 |
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United Asset Strategies | 662k | $33M | 112% | Mar 2024 |
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Level Four Advisory Services | 630k | $32M | -1% | Dec 2023 |
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Rockefeller Capital Management | 596k | $30M | 7% | Dec 2023 |
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Steward Partners Investment Advisory | 577k | $29M | -13% | Dec 2023 |
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Mason & Associates | 570k | $29M | -47% | Mar 2024 |
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AE Wealth Management | 568k | $29M | -26% | Dec 2023 |
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Bank of New York Mellon | 518k | $26M | -7% | Mar 2024 |
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New Perspectives | 513k | $26M | 100% | Mar 2024 |
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Avestar Capital | 506k | $25M | 276% | Dec 2023 |
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Cassia Capital Partners | 503k | $25M | 100% | Mar 2024 |
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Napa Wealth Management | 495k | $25M | 100% | Dec 2023 |
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First Heartland Consultants | 475k | $24M | 2% | Dec 2023 |
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Cabot Money Management | 419k | $21M | -1% | Dec 2023 |
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Team Financial Group | 411k | $21M | 24% | Dec 2023 |
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Capital Analysts | 404k | $20M | -48% | Dec 2023 |
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Moulton Wealth Management | 403k | $20M | 3% | Dec 2023 |
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Parisi Gray Wealth Management | 400k | $20M | 25% | Mar 2024 |
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Mariner Wealth Advisors | 398k | $20M | 19% | Dec 2023 |
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First National Corp | 389k | $20M | 0% | Mar 2024 |
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Sykon Capital | 374k | $19M | -53% | Dec 2023 |
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Bristlecone Advisors | 358k | $18M | 3% | Mar 2024 |
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Clear Rock Advisors | 348k | $18M | 100% | Dec 2023 |
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Tectonic Advisors | 342k | $17M | 12% | Dec 2023 |
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TD Capital Management | 337k | $17M | -3% | Dec 2023 |
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Continuum Wealth Advisors | 335k | $17M | 3% | Dec 2023 |
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BlackDiamond Wealth Management | 334k | $17M | 59% | Dec 2023 |
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Millennium Management | 334k | $17M | -9% | Dec 2023 |
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Leo Wealth | 327k | $16M | 100% | Dec 2023 |
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Lauer Wealth | 326k | $16M | 39% | Mar 2024 |
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WCG Wealth Advisors | 324k | $16M | 17% | Dec 2023 |
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Stapp Wealth Management, P | 324k | $16M | 0% | Mar 2024 |
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Nottingham Advisors | 316k | $13M | -3% | Dec 2023 |
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Janney Montgomery Scott | 306k | $15M | -4% | Dec 2023 |
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McGuire Investment Group | 297k | $15M | 1% | Dec 2023 |
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CWM Advisors | 296k | $15M | -4% | Dec 2023 |
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Stratos Wealth Partners | 294k | $15M | 19% | Mar 2024 |
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Geneos Wealth Management | 292k | $15M | 0% | Dec 2023 |
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Anderson Hoagland & Co | 286k | $14M | -18% | Mar 2024 |
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Titan Capital Management | 284k | $14M | -4% | Dec 2023 |
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Atria Wealth Solutions | 284k | $14M | -33% | Dec 2023 |
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Change Path | 267k | $13M | -9% | Dec 2023 |
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Total Clarity Wealth Management | 260k | $13M | -8% | Mar 2024 |
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Financial Security Advisor | 257k | $13M | 28% | Mar 2024 |
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Commonwealth Equity Services | 256k | $13M | 72% | Dec 2023 |
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Sharper & Granite | 248k | $13M | 17% | Mar 2024 |
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Calton & Associates | 246k | $12M | -1% | Mar 2024 |
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H D Vest Advisory Services | 245k | $12M | -61% | Dec 2023 |
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Kingsview Wealth Management | 241k | $12M | 1% | Dec 2023 |
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J.w. Cole Advisors | 237k | $12M | -29% | Dec 2023 |
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Mercer Global Advisors | 235k | $12M | 109% | Dec 2023 |
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Morton Capital Management | 230k | $12M | 15% | Mar 2024 |
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SkyView Investment Advisors | 230k | $12M | 31% | Dec 2023 |
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Cary Street Partner Investment Advisory | 221k | $11M | 55% | Dec 2023 |
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Silver Oak Securities | 220k | $11M | 65% | Dec 2023 |
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Merit Financial Group | 218k | $11M | 23% | Dec 2023 |
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Axxcess Wealth Management | 214k | $11M | 184% | Dec 2023 |
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Milestone Investment Advisors | 208k | $10M | -30% | Dec 2023 |
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Kickstand Ventures | 203k | $10M | 100% | Dec 2023 |
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Quantinno Capital Management | 203k | $10M | 100% | Dec 2023 |
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WT Wealth Management | 202k | $10M | -35% | Dec 2023 |
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Palo Alto Wealth Advisors | 202k | $10M | 19% | Dec 2023 |
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Manhattan West Asset Management | 197k | $9.9M | -4% | Dec 2023 |
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IFG Advisory | 194k | $9.7M | 39% | Dec 2023 |
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Howard Capital Management | 194k | $9.7M | 16% | Dec 2023 |
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Acorn Creek Capital | 191k | $9.6M | -6% | Mar 2024 |
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Eaton Financial Holdings Company | 190k | $9.6M | 1% | Mar 2024 |
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Natixis Asset Management Advisors | 185k | $9.3M | 7% | Mar 2024 |
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Centaurus Financial | 185k | $9.3M | 15% | Dec 2023 |
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Baird Financial | 184k | $9.2M | -13% | Dec 2023 |
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Flagship Harbor Advisors | 183k | $9.2M | -74% | Mar 2024 |
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TCG Advisory Services | 182k | $9.2M | -23% | Dec 2023 |
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Beacon Financial | 181k | $9.1M | 100% | Dec 2023 |
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Concurrent Investment Advisors | 181k | $9.1M | 100% | Dec 2023 |
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Leibman Financial Services | 181k | $9.1M | 26% | Mar 2024 |
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Fortress Wealth Management | 179k | $9.0M | 12% | Mar 2024 |
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Ausdal Financial Partners | 178k | $9.0M | 302% | Mar 2024 |
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Fortis Group Advisors | 177k | $8.9M | 0% | Dec 2023 |
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Yoder Wealth Management | 173k | $8.7M | 3% | Mar 2024 |
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Curran Financial Partners | 170k | $8.6M | 100% | Dec 2023 |
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Archetype Wealth Partners | 167k | $8.4M | 12% | Dec 2023 |
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Andina Capital Management | 161k | $8.1M | -38% | Mar 2024 |
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Norden Group | 161k | $12M | 4487% | Mar 2024 |
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Fortitude Family Office | 160k | $8.1M | 40% | Mar 2024 |
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L.m. Kohn & Company | 156k | $7.8M | -12% | Mar 2024 |
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Capital Management Corporation | 155k | $7.8M | 42% | Dec 2023 |
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Banco Santander | 153k | $7.7M | -84% | Dec 2023 |
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D.A. Davidson & Co. | 152k | $7.6M | -58% | Dec 2023 |
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RFG Advisory | 142k | $7.1M | 161% | Mar 2024 |
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Pallas Capital Advisors | 138k | $7.0M | -23% | Mar 2024 |
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Executive Wealth Management | 138k | $6.9M | -23% | Dec 2023 |
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Money Concepts Capital Corp | 136k | $6.8M | 3% | Dec 2023 |
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American Planning Services | 134k | $6.7M | -73% | Dec 2023 |
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HPM Partners | 133k | $6.7M | -92% | Dec 2023 |
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Pasadena Private Wealth | 131k | $6.6M | -6% | Mar 2024 |
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Cary Street Partners Asset Management | 127k | $6.4M | 144% | Dec 2023 |
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Focus Financial Network | 127k | $6.4M | 100% | Dec 2023 |
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CWM | 121k | $6.1M | -2% | Mar 2024 |
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Focus Financial Network | 121k | $6.1M | 100% | Mar 2024 |
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Global Wealth Strategies & Associates | 119k | $6.0M | 100% | Dec 2023 |
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Keebeck Wealth Management | 114k | $5.7M | 0% | Dec 2023 |
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Ellevest | 112k | $5.6M | 0% | Dec 2023 |
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Ethos Financial Group | 110k | $5.5M | -23% | Dec 2023 |
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NVWM | 106k | $5.3M | 10% | Dec 2023 |
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Melone Private Wealth | 103k | $5.2M | 136% | Dec 2023 |
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Tidemark | 100k | $5.0M | 100% | Dec 2023 |
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GaveKal Capital | 95k | $4.8M | -8% | Dec 2023 |
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Prestige Wealth Management Group | 93k | $4.7M | 6% | Dec 2023 |
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Sara-Bay Financial | 89k | $4.5M | 100% | Mar 2024 |
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Smart Money Group | 85k | $4.3M | -10% | Dec 2023 |
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Etesian Wealth Advisors | 83k | $4.2M | -19% | Mar 2024 |
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Hanson McClain Advisors | 79k | $4.0M | -15% | Mar 2024 |
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PFG Advisors | 77k | $3.9M | -18% | Dec 2023 |
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Branch Banking & Trust Company | 71k | $3.6M | -52% | Dec 2023 |
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Keystone Financial Group | 67k | $3.4M | -81% | Dec 2023 |
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We Are One Seven | 64k | $3.2M | -42% | Dec 2023 |
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Umb Bank N A | 60k | $3.0M | -69% | Dec 2023 |
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Tactive Advisors | 60k | $3.0M | -42% | Dec 2023 |
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Retireful | 59k | $3.0M | -60% | Mar 2024 |
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Orion Portfolio Solutions | 59k | $3.0M | -58% | Dec 2023 |
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Castle Rock Wealth Management | 50k | $2.5M | -52% | Dec 2023 |
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Essex Financial Services | 49k | $2.5M | -51% | Mar 2024 |
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Hobart Private Capital | 39k | $2.0M | -75% | Mar 2024 |
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Ameritas Advisory Services | 38k | $1.9M | -69% | Dec 2023 |
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Founders Financial Securities | 34k | $1.7M | -73% | Mar 2024 |
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Aprio Wealth Management | 28k | $1.4M | -80% | Mar 2024 |
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IFP Advisors | 24k | $1.2M | -98% | Dec 2023 |
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Townsquare Capital | 20k | $991k | -97% | Dec 2023 |
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BCJ Capital Management | 15k | $758k | -95% | Dec 2023 |
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Secure Asset Management | 8.2k | $411k | -91% | Dec 2023 |
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Financial Services Advisory | 7.9k | $397k | -96% | Dec 2023 |
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Who sold out of Wisdomtree Floating Rate Treasury Fund?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
3EDGE Asset Management | Sep 2023 | 3.4M | $170M |
Gts Securities | Sep 2023 | 541k | $27M |
Jane Street | Sep 2023 | 487k | $25M |
ING Groep | Sep 2023 | 385k | $19M |
Bank of Nova Scotia | Sep 2023 | 197k | $9.9M |
Principal Financial Group | Sep 2023 | 172k | $8.7M |
Eagle Strategies | Dec 2023 | 137k | $6.9M |
Goldman Sachs Group | Sep 2023 | 92k | $4.6M |