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 | 15M | $728M | -9% | Jun 2026 |
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| LPL Financial | 13M | $668M | 4% | Jun 2026 |
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| Summit Trail Advisors | 11M | $568M | 14% | Jun 2026 |
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| NewEdge Wealth | 11M | $559M | 45% | Jun 2026 |
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| Raymond James Financial | 6.8M | $344M | -3% | Jun 2026 |
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| BIP Wealth | 5.5M | $278M | 8% | Jun 2026 |
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| UBS Group | 5.4M | $270M | 5% | Jun 2026 |
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| Captrust Financial Advisors | 4.4M | $220M | -17% | Jun 2026 |
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| Ameriprise Financial | 4.3M | $219M | 13% | Jun 2026 |
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| Wells Fargo & Company | 4.0M | $200M | 1% | Jun 2026 |
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| Royal Bank of Canada | 2.9M | $147M | 4% | Jun 2026 |
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| HighTower Advisors | 2.5M | $125M | 6% | Jun 2026 |
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| Serenus Wealth Advisors | 2.4M | $122M | 0% | Jun 2026 |
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| Howard Capital Management | 2.1M | $17M | 1% | Jun 2026 |
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| Mission Wealth Management | 1.9M | $94M | 115% | Jun 2026 |
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| Cetera Investment Advisers | 1.8M | $90M | 5% | Jun 2026 |
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| Advisor Group Holdings | 1.8M | $88M | 3% | Jun 2026 |
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| Morton Capital Management | 1.7M | $88M | 4% | Jun 2026 |
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| Rockefeller Capital Management | 1.6M | $80M | 3% | Jun 2026 |
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| Private Advisor | 1.6M | $79M | -32% | Jun 2026 |
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| Kestra Advisory Services | 1.5M | $75M | -26% | Jun 2026 |
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| Encompass More Asset Management | 1.5M | $74M | 58% | Jun 2026 |
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| Cardinal Point Capital Management, ULC | 1.4M | $72M | -3% | Jun 2026 |
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| IHT Wealth Management | 1.4M | $69M | -23% | Jun 2026 |
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| Davenport & Co | 1.3M | $66M | 3% | Jun 2026 |
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| Bank of New York Mellon | 1.3M | $66M | 11% | Jun 2026 |
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| Stifel Financial | 1.2M | $62M | 12% | Jun 2026 |
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| Knightsbridge Asset Management | 1.2M | $59M | -6% | Jun 2026 |
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| Envestnet Asset Management | 1.2M | $58M | -8% | Jun 2026 |
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| Reuter James Wealth Management | 1.1M | $57M | -3% | Jun 2026 |
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| Sky-mountain Capital Management | 1.1M | $55M | -14% | Jun 2026 |
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| Steward Partners Investment Advisory | 1.1M | $53M | 10% | Jun 2026 |
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| Jpmorgan Chase & Co | 962k | $49M | 100% | Jun 2026 |
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| Stenger Family Office | 951k | $48M | -6% | Jun 2026 |
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| McGuire Investment Group | 948k | $48M | 6% | Jun 2026 |
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| Cambridge Investment Research Advisors | 935k | $47M | 5% | Jun 2026 |
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| Commonwealth Equity Services | 934k | $47M | 0% | Jun 2026 |
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| Lunt Capital Management | 924k | $47M | 8% | Jun 2026 |
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| Carmel Capital Partners | 875k | $44M | 52% | Jun 2026 |
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| Mraz, Amerine & Associates | 860k | $43M | 5% | Jun 2026 |
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| William Blair $ Company | 849k | $43M | -1% | Jun 2026 |
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| Goss Wealth Management | 839k | $42M | -9% | Jun 2026 |
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| Ausdal Financial Partners | 829k | $42M | -26% | Jun 2026 |
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| Disciplina Capital Management | 817k | $41M | 23% | Jun 2026 |
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| Capital Planning Advisors | 808k | $41M | 26% | Mar 2026 |
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| Kestra Private Wealth Services | 801k | $40M | -1% | Jun 2026 |
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| Vertex Planning Partners | 774k | $39M | -13% | Jun 2026 |
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| Global Retirement Partners | 761k | $38M | 46% | Jun 2026 |
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| AlphaCore Capital | 744k | $38M | -3% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 735k | $37M | 41% | Jun 2026 |
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| Arkadios Wealth Advisors | 691k | $35M | -6% | Jun 2026 |
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| Aprio Wealth Management | 677k | $34M | 3329% | Jun 2026 |
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| SNS Financial | 671k | $34M | 100% | Jun 2026 |
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| Level Four Advisory Services | 657k | $33M | 0% | Jun 2026 |
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| Farther Finance Advisors | 656k | $33M | -16% | Jun 2026 |
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| Inspire Advisors | 650k | $33M | 10% | Jun 2026 |
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| Wealthcare Capital Partners | 647k | $33M | -1% | Jun 2026 |
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| Flagship Harbor Advisors | 646k | $33M | 271% | Jun 2026 |
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| Cresset Asset Management | 642k | $32M | -14% | Jun 2026 |
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| Integrity Alliance | 623k | $31M | 4% | Jun 2026 |
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| Vestmark Advisory Solutions | 607k | $31M | 15% | Jun 2026 |
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| Mount Yale Investment Advisors | 593k | $30M | 19% | Jun 2026 |
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| Assetmark | 589k | $30M | -5% | Jun 2026 |
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| Sontag Advisory | 581k | $29M | -28% | Jun 2026 |
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| Matrix Trust | 557k | $28M | 4919% | Jun 2026 |
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| Merit Financial Group | 538k | $27M | 41% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 527k | $27M | 5% | Jun 2026 |
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| Uniplan Investment Counsel | 524k | $26M | -19% | Jun 2026 |
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| Hollencrest Securities | 512k | $26M | -6% | Jun 2026 |
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| Holistic Planning | 511k | $26M | 7% | Jun 2026 |
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| Haven Private | 510k | $26M | 150% | Jun 2026 |
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| Gladstone Institutional Advisory | 493k | $25M | -9% | Jun 2026 |
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| United Asset Strategies | 492k | $25M | 2% | Jun 2026 |
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| Stonebridge Wealth Management | 483k | $24M | 4% | Jun 2026 |
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| Client First Capital | 458k | $23M | -2% | Jun 2026 |
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| Stonebridge Financial Group | 454k | $23M | -14% | Jun 2026 |
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| Kayne Anderson Rudnick Investment Management | 454k | $23M | 2% | Jun 2026 |
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| Global View Capital Management | 454k | $23M | -67% | Jun 2026 |
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| Webster Bank, N. A. | 443k | $22M | 6% | Jun 2026 |
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| Bonfire Financial | 439k | $22M | 17% | Jun 2026 |
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| Sharper & Granite | 424k | $21M | 44% | Jun 2026 |
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| Jones Financial Companies, L.L | 422k | $21M | 8% | Jun 2026 |
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| New Perspectives | 416k | $21M | 0% | Mar 2026 |
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| Uhlmann Price Securities | 415k | $21M | -5% | Jun 2026 |
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| Warner Group | 413k | $21M | 125% | Jun 2026 |
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| Sanctuary Advisors | 400k | $20M | -8% | Jun 2026 |
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| Leibman Financial Services | 394k | $20M | 61% | Jun 2026 |
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| Aptus Capital Advisors | 394k | $20M | 0% | Jun 2026 |
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| Concurrent Investment Advisors | 389k | $20M | 0% | Jun 2026 |
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| Team Financial Group | 386k | $20M | -3% | Jun 2026 |
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| Sykon Capital | 384k | $19M | -32% | Jun 2026 |
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| Bank of Nova Scotia | 384k | $20M | 100% | Jun 2026 |
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| Alpine Bank Wealth Management | 382k | $19M | 44% | Jun 2026 |
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| Exit Wealth Advisors | 376k | $19M | -55% | Jun 2026 |
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| Mercer Global Advisors | 366k | $18M | 6% | Jun 2026 |
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| WCG Wealth Advisors | 364k | $18M | -41% | Jun 2026 |
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| Wealthcare Advisory Partners | 359k | $18M | 0% | Jun 2026 |
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| Catalina Capital Group | 359k | $18M | -4% | Mar 2026 |
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| Mml Investors Services | 359k | $18M | 15% | Jun 2026 |
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| Mariner Wealth Advisors | 359k | $18M | -43% | Jun 2026 |
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| Broussard Financial Group | 355k | $18M | -5% | Jun 2026 |
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| Leo Wealth | 344k | $18M | -24% | Mar 2026 |
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| Clear Creek Financial Management | 335k | $17M | -57% | Jun 2026 |
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| Ankerstar Wealth | 333k | $17M | 90% | Jun 2026 |
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| Melone Private Wealth | 332k | $17M | -22% | Jun 2026 |
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| Citizens Financial Group | 330k | $17M | 934% | Jun 2026 |
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| Parisi Gray Wealth Management | 330k | $17M | 25% | Jun 2026 |
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| SFM | 321k | $16M | 74% | Jun 2026 |
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| Etesian Wealth Advisors | 319k | $16M | -12% | Jun 2026 |
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| Eaton Financial Holdings Company | 318k | $16M | -2% | Jun 2026 |
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| Envision Financial | 317k | $16M | 11% | Jun 2026 |
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| CWM | 313k | $16M | -17% | Mar 2026 |
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| Napier Financial | 311k | $16M | 5% | Jun 2026 |
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| Headland Capital | 308k | $16M | 7% | Jun 2026 |
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| Mueller Wealth | 307k | $16M | 8% | Jun 2026 |
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| Keebeck Wealth Management | 304k | $15M | 44% | Jun 2026 |
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| Modern Wealth Management | 303k | $15M | 1% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 303k | $15M | 100% | Jun 2026 |
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| Regimen Wealth | 300k | $15M | 2% | Jun 2026 |
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| Financial Security Advisor | 296k | $15M | -3% | Jun 2026 |
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| Arta Finance Wealth Management | 292k | $15M | -7% | Jun 2026 |
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| Guardian Wealth Advisors, Llc / Nc | 281k | $14M | 2% | Jun 2026 |
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| Permanent Capital Management | 279k | $14M | 1% | Jun 2026 |
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| Procyon Private Wealth Partners | 278k | $14M | 6% | Jun 2026 |
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| GSB Wealth Management | 272k | $14M | 1% | Jun 2026 |
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| Cassia Capital Partners | 269k | $14M | 2% | Jun 2026 |
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| Moulton Wealth Management | 268k | $14M | -41% | Jun 2026 |
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| MAI Wealth Advisors | 267k | $14M | -9% | Jun 2026 |
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| Summit Financial | 263k | $13M | 254% | Jun 2026 |
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| BFI Wealth Solutions | 262k | $13M | 105% | Jun 2026 |
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| Lauer Wealth | 261k | $13M | 7% | Jun 2026 |
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| Axxcess Wealth Management | 261k | $13M | 100% | Jun 2026 |
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| Intrua Financial | 260k | $13M | -2% | Jun 2026 |
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| TCG Advisory Services | 253k | $13M | 47% | Jun 2026 |
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| Mosley Wealth Management | 249k | $13M | 1796% | Jun 2026 |
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| Tectonic Advisors | 247k | $12M | 11% | Mar 2026 |
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| Stonekeep Investments | 245k | $12M | -27% | Jun 2026 |
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| Mason & Associates | 239k | $12M | 50% | Jun 2026 |
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| HighPoint Advisor | 238k | $12M | 0% | Jun 2026 |
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| Sanchez Wealth Management Group | 237k | $12M | 57% | Jun 2026 |
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| Christian Investment Advisors | 236k | $12M | 2% | Jun 2026 |
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| Calton & Associates | 232k | $12M | -14% | Jun 2026 |
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| Cary Street Partners Financial | 231k | $12M | -15% | Jun 2026 |
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| Castle Rock Wealth Management | 227k | $11M | -4% | Jun 2026 |
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| Baird Financial | 225k | $11M | -17% | Jun 2026 |
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| Acorn Creek Capital | 225k | $11M | -6% | Jun 2026 |
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| Value Investment Professionals | 222k | $11M | 100% | Jun 2026 |
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| Reyes Financial Architecture | 217k | $11M | -29% | Jun 2026 |
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| Columbia River Financial Group | 215k | $11M | 501% | Jun 2026 |
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| WT Wealth Management | 208k | $11M | -6% | Jun 2026 |
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| Rare Wolf Capital | 208k | $11M | -35% | Jun 2026 |
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| BlackDiamond Wealth Management | 201k | $10M | -32% | Jun 2026 |
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| Allen Capital Group | 184k | $9.3M | -23% | Jun 2026 |
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| Pallas Capital Advisors | 150k | $7.6M | -46% | Jun 2026 |
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| Goldenstone Wealth Management | 147k | $7.4M | -51% | Jun 2026 |
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| Fortune Financial Group | 145k | $7.3M | -53% | Jun 2026 |
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| Vigilare Wealth Management | 89k | $4.5M | -62% | Jun 2026 |
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| Vantage Point Financial | 64k | $3.2M | -75% | Jun 2026 |
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| Hamilton Wealth | 16k | $784k | -95% | Jun 2026 |
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| Lido Advisors | 12k | $620k | -99% | Jun 2026 |
|
Who sold out of Wisdomtree Floating Rate Treasury Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Independent Advisor Alliance | Mar 2026 | 770k | $39M |
| Tower Research Capital | Mar 2026 | 258k | $13M |