Who owns WISDOMTREE FLOATING RATE TREASURY FUND?
- Ticker: USFR
- CUSIP Number: 97717y527
Tip: Access positions for across all investors
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 |
|---|---|---|---|---|---|
| Morgan Stanley | 17M | $878M | 5% | Mar 2026 |
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| Bank of America Corporation | 16M | $802M | 100% | Mar 2026 |
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| LPL Financial | 13M | $642M | -1% | Mar 2026 |
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| Summit Trail Advisors | 9.9M | $500M | 15% | Mar 2026 |
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| NewEdge Wealth | 7.6M | $384M | -8% | Mar 2026 |
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| Captrust Financial Advisors | 7.2M | $362M | 2% | Dec 2025 |
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| Raymond James Financial | 7.1M | $358M | 6% | Dec 2025 |
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| BIP Wealth | 5.1M | $257M | -4% | Mar 2026 |
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| UBS Group | 5.1M | $256M | -10% | Mar 2026 |
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| Wells Fargo & Company | 3.9M | $198M | 18% | Mar 2026 |
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| Ameriprise Financial | 3.8M | $193M | 20% | Mar 2026 |
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| Royal Bank of Canada | 2.8M | $142M | -18% | Mar 2026 |
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| Serenus Wealth Advisors | 2.4M | $122M | -7% | Mar 2026 |
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| HighTower Advisors | 2.3M | $118M | -2% | Mar 2026 |
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| Private Advisor | 2.3M | $117M | 16% | Mar 2026 |
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| Howard Capital Management | 2.1M | $16M | 2% | Mar 2026 |
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| Kestra Advisory Services | 2.0M | $101M | 78% | Mar 2026 |
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| IHT Wealth Management | 1.9M | $96M | -6% | Dec 2025 |
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| Cetera Investment Advisers | 1.7M | $86M | -22% | Mar 2026 |
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| Morton Capital Management | 1.7M | $85M | 1% | Mar 2026 |
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| Advisor Group Holdings | 1.6M | $83M | -16% | Dec 2025 |
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| Rockefeller Capital Management | 1.5M | $77M | 18% | Mar 2026 |
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| Cardinal Point Capital Management, ULC | 1.5M | $74M | 3% | Mar 2026 |
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| Global View Capital Management | 1.4M | $69M | 24% | Mar 2026 |
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| Sky-mountain Capital Management | 1.3M | $64M | 2% | Mar 2026 |
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| Davenport & Co | 1.3M | $64M | 1% | Mar 2026 |
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| Envestnet Asset Management | 1.3M | $64M | 34% | Mar 2026 |
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| Knightsbridge Asset Management | 1.2M | $62M | -33% | Mar 2026 |
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| Bank of New York Mellon | 1.2M | $59M | 35% | Mar 2026 |
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| Reuter James Wealth Management | 1.2M | $59M | 100% | Mar 2026 |
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| Ausdal Financial Partners | 1.1M | $56M | 69% | Mar 2026 |
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| Stifel Financial | 1.1M | $56M | 34% | Mar 2026 |
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| Stenger Family Office | 1.0M | $51M | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 961k | $48M | 16% | Mar 2026 |
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| Encompass More Asset Management | 931k | $47M | 54% | Mar 2026 |
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| Commonwealth Equity Services | 930k | $47M | 2% | Mar 2026 |
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| Goss Wealth Management | 922k | $46M | 363% | Mar 2026 |
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| McGuire Investment Group | 895k | $45M | 14% | Mar 2026 |
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| Lido Advisors | 895k | $45M | -18% | Mar 2026 |
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| Cambridge Investment Research Advisors | 890k | $45M | -15% | Mar 2026 |
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| Mission Wealth Management | 868k | $44M | 25% | Mar 2026 |
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| William Blair $ Company | 861k | $43M | -7% | Mar 2026 |
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| Lunt Capital Management | 852k | $43M | -5% | Mar 2026 |
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| Exit Wealth Advisors | 832k | $42M | 480% | Mar 2026 |
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| Mraz, Amerine & Associates | 823k | $41M | 14% | Mar 2026 |
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| Kestra Private Wealth Services | 811k | $41M | -4% | Mar 2026 |
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| Sontag Advisory | 810k | $41M | -31% | Mar 2026 |
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| Capital Planning Advisors | 808k | $41M | 26% | Mar 2026 |
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| Farther Finance Advisors | 779k | $39M | 179% | Mar 2026 |
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| Clear Creek Financial Management | 773k | $39M | 856% | Mar 2026 |
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| Independent Advisor Alliance | 770k | $39M | 100% | Mar 2026 |
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| AlphaCore Capital | 764k | $39M | -3% | Mar 2026 |
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| Cresset Asset Management | 743k | $37M | 428% | Mar 2026 |
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| Arkadios Wealth Advisors | 735k | $37M | 238% | Mar 2026 |
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| Disciplina Capital Management | 666k | $34M | 46% | Mar 2026 |
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| Wealthcare Capital Partners | 651k | $33M | -10% | Mar 2026 |
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| Hamilton Wealth | 644k | $32M | 617% | Mar 2026 |
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| Tower Research Capital | 641k | $32M | 129% | Dec 2025 |
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| Level Four Advisory Services | 640k | $32M | -4% | Dec 2025 |
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| Mariner Wealth Advisors | 627k | $32M | 157% | Mar 2026 |
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| Assetmark | 623k | $31M | 2% | Mar 2026 |
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| WCG Wealth Advisors | 616k | $31M | 65% | Mar 2026 |
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| Integrity Alliance | 599k | $30M | 0% | Mar 2026 |
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| Inspire Advisors | 590k | $30M | 8% | Mar 2026 |
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| Carmel Capital Partners | 577k | $29M | 4% | Mar 2026 |
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| Sykon Capital | 562k | $28M | 176% | Mar 2026 |
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| Hollencrest Securities | 547k | $28M | 5264% | Mar 2026 |
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| Gladstone Institutional Advisory | 539k | $27M | -48% | Mar 2026 |
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| Vestmark Advisory Solutions | 528k | $27M | 44% | Mar 2026 |
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| Stonebridge Financial Group | 525k | $26M | -25% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 523k | $26M | 16% | Mar 2026 |
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| Global Retirement Partners | 520k | $26M | 20% | Dec 2025 |
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| Vertex Planning Partners | 518k | $26M | -4% | Dec 2025 |
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| Mount Yale Investment Advisors | 496k | $25M | 35% | Mar 2026 |
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| United Asset Strategies | 483k | $24M | 14% | Mar 2026 |
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| Holistic Planning | 476k | $24M | -20% | Mar 2026 |
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| Client First Capital | 469k | $24M | 4% | Mar 2026 |
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| Stonebridge Wealth Management | 463k | $23M | 3% | Mar 2026 |
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| Moulton Wealth Management | 455k | $23M | 100% | Mar 2026 |
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| Uhlmann Price Securities | 438k | $22M | -6% | Mar 2026 |
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| Guardian Wealth Advisors, Llc / Nc | 436k | $22M | 15% | Dec 2025 |
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| Sanctuary Advisors | 435k | $22M | 33% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 434k | $22M | 205% | Dec 2025 |
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| Melone Private Wealth | 426k | $21M | -1% | Mar 2026 |
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| Webster Bank, N. A. | 419k | $21M | -3% | Mar 2026 |
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| New Perspectives | 416k | $21M | 0% | Mar 2026 |
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| Team Financial Group | 397k | $20M | -13% | Mar 2026 |
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| Aptus Capital Advisors | 394k | $20M | 0% | Mar 2026 |
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| Concurrent Investment Advisors | 389k | $20M | 8% | Mar 2026 |
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| Merit Financial Group | 381k | $19M | 42% | Mar 2026 |
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| Bonfire Financial | 376k | $19M | 17% | Mar 2026 |
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| CWM | 376k | $19M | -34% | Dec 2025 |
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| Broussard Financial Group | 373k | $19M | 9% | Mar 2026 |
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| Kayne Anderson Rudnick Investment Management | 370k | $19M | -24% | Dec 2025 |
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| Etesian Wealth Advisors | 361k | $18M | -14% | Mar 2026 |
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| Catalina Capital Group | 359k | $18M | -4% | Mar 2026 |
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| Wealthcare Advisory Partners | 358k | $18M | 8% | Mar 2026 |
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| Permanent Capital Management | 348k | $18M | -17% | Dec 2025 |
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| Mercer Global Advisors | 346k | $17M | 8% | Mar 2026 |
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| Leo Wealth | 344k | $18M | -24% | Mar 2026 |
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| Stonekeep Investments | 333k | $17M | 100% | Mar 2026 |
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| Eaton Financial Holdings Company | 324k | $16M | 51% | Mar 2026 |
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| Mml Investors Services | 313k | $16M | -4% | Mar 2026 |
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| Arta Finance Wealth Management | 313k | $16M | 100% | Mar 2026 |
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| Fortune Financial Group | 308k | $16M | 100% | Mar 2026 |
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| Reyes Financial Architecture | 308k | $16M | -2% | Mar 2026 |
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| Modern Wealth Management | 306k | $15M | -21% | Dec 2025 |
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| Financial Security Advisor | 305k | $15M | -3% | Mar 2026 |
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| Goldenstone Wealth Management | 302k | $15M | 5% | Mar 2026 |
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| Rare Wolf Capital | 301k | $15M | 100% | Dec 2025 |
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| BlackDiamond Wealth Management | 298k | $15M | 101% | Mar 2026 |
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| Napier Financial | 296k | $15M | 100% | Mar 2026 |
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| Sharper & Granite | 295k | $15M | -12% | Mar 2026 |
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| Regimen Wealth | 294k | $15M | -31% | Mar 2026 |
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| MAI Wealth Advisors | 293k | $15M | 4% | Mar 2026 |
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| Jones Financial Companies, L.L | 293k | $15M | 6% | Dec 2025 |
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| Headland Capital | 287k | $15M | 3% | Mar 2026 |
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| Envision Financial | 285k | $14M | -15% | Mar 2026 |
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| Mueller Wealth | 285k | $14M | 6% | Mar 2026 |
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| Pallas Capital Advisors | 277k | $14M | -13% | Mar 2026 |
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| Cary Street Partners Financial | 272k | $14M | -13% | Mar 2026 |
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| GSB Wealth Management | 270k | $14M | -1% | Mar 2026 |
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| Calton & Associates | 270k | $14M | -9% | Mar 2026 |
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| Intrua Financial | 265k | $13M | 4% | Mar 2026 |
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| Cassia Capital Partners | 265k | $13M | -3% | Mar 2026 |
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| Alpine Bank Wealth Management | 265k | $13M | -74% | Mar 2026 |
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| Parisi Gray Wealth Management | 264k | $13M | 3% | Mar 2026 |
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| Procyon Private Wealth Partners | 263k | $13M | 26% | Mar 2026 |
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| Vantage Point Financial | 259k | $13M | 208% | Mar 2026 |
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| Tectonic Advisors | 247k | $12M | 11% | Mar 2026 |
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| Lauer Wealth | 245k | $12M | -12% | Mar 2026 |
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| Leibman Financial Services | 245k | $12M | -17% | Mar 2026 |
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| Acorn Creek Capital | 239k | $12M | -1% | Mar 2026 |
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| Allen Capital Group | 238k | $12M | -11% | Mar 2026 |
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| Castle Rock Wealth Management | 237k | $12M | -4% | Mar 2026 |
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| Vigilare Wealth Management | 235k | $12M | 2883% | Mar 2026 |
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| Christian Investment Advisors | 230k | $12M | -23% | Mar 2026 |
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| WT Wealth Management | 221k | $11M | 12% | Mar 2026 |
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| Golden State Equity Partners | 215k | $11M | 4139% | Mar 2026 |
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| Family Legacy Financial Solutions | 211k | $11M | -35% | Mar 2026 |
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| Milestone Investment Advisors | 208k | $11M | 0% | Mar 2026 |
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| Haven Private | 204k | $10M | -18% | Mar 2026 |
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| United Capital Financial Advisers | 203k | $10M | -7% | Mar 2026 |
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| Healthcare Of Ontario Pension Plan Trust Fund | 200k | $10M | 100% | Dec 2025 |
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| NVWM | 200k | $10M | -4% | Mar 2026 |
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| Capital Management Corporation | 195k | $9.8M | -8% | Mar 2026 |
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| Stratos Wealth Partners | 192k | $9.7M | -20% | Mar 2026 |
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| Uniplan Investment Counsel | 186k | $9.3M | -38% | Dec 2025 |
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| SFM | 185k | $9.3M | 2% | Mar 2026 |
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| Financeware | 185k | $9.3M | 47% | Mar 2026 |
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| Anderson Hoagland & Co | 185k | $9.3M | -3% | Mar 2026 |
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| Equitable Holdings | 179k | $9.0M | -7% | Mar 2026 |
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| Flagship Harbor Advisors | 174k | $8.8M | -16% | Mar 2026 |
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| TCG Advisory Services | 172k | $8.7M | -11% | Mar 2026 |
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| Stephens | 161k | $8.1M | -38% | Mar 2026 |
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| Mason & Associates | 159k | $8.0M | -22% | Mar 2026 |
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| BFI Wealth Solutions | 128k | $6.4M | -44% | Mar 2026 |
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| Cypress Capital | 114k | $5.7M | -80% | Mar 2026 |
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| Guided Capital Wealth Management | 104k | $5.2M | -61% | Mar 2026 |
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| Alpha Zero | 49k | $2.4M | -88% | Mar 2026 |
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Who sold out of Wisdomtree Floating Rate Treasury Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 20M | $1.0B |
| Wealth Enhancement Advisory Services | Dec 2025 | 762k | $38M |
| IFG Advisory | Dec 2025 | 314k | $16M |
| Axxcess Wealth Management | Dec 2025 | 275k | $14M |