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 | ||
|---|---|---|---|---|---|---|
| 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 |