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 | 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 |