Who owns WISDOMTREE FLOATING RATE TREASURY FUND?

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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
Summit Trail Advisors 25M $1.2B 21% Mar 2024
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Bank of America Corporation 24M $1.2B -9% Mar 2024
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Morgan Stanley 21M $1.0B -4% Mar 2024
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Jpmorgan Chase & Co 13M $662M 25% Mar 2024
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LPL Financial 13M $655M 12% Mar 2024
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Ameriprise Financial 7.9M $401M -14% Mar 2024
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UBS Group 7.2M $362M -10% Mar 2024
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BIP Wealth 6.1M $306M 7% Mar 2024
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Richard Bernstein Advisors 4.9M $245M -13% Mar 2024
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Captrust Financial Advisors 4.6M $232M -2% Mar 2024
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Royal Bank of Canada 4.5M $225M 4% Mar 2024
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Wells Fargo & Company 4.0M $200M -16% Mar 2024
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Envestnet Asset Management 2.7M $136M 14% Mar 2024
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HighTower Advisors 2.5M $126M -5% Mar 2024
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Signature Estate and Investment Advisors 2.4M $123M 9% Mar 2024
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Private Advisor 2.3M $117M 4% Mar 2024
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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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Citadel Advisors 2.0M $100M 100% Mar 2024
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Cetera Investment Advisers 1.9M $96M 152% Mar 2024
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Advisor Group Holdings 1.7M $84M -57% 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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Private Wealth Strategies 1.4M $70M 8% Mar 2024
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Financeware 1.3M $68M 1115% Mar 2024
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Northwestern Mutual Wealth Management Company 1.3M $64M 923% Mar 2024
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William Blair $ Company 1.2M $62M 21% Mar 2024
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Disciplina Capital Management 1.1M $57M 100% Dec 2023
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Davenport & Co 1.1M $53M 4% Mar 2024
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Global Assets Advisory 1.0M $20M 5265% Mar 2024
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Assetmark 1.0M $50M 37% 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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Mission Wealth Management 883k $44M -20% Mar 2024
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Gladstone Institutional Advisory 872k $44M 12% Dec 2023
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Kestra Private Wealth Services 871k $44M 9% Mar 2024
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Inspire Advisors 826k $42M 2% Mar 2024
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Stifel Financial 805k $41M -9% Mar 2024
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Stephens 803k $40M -33% Mar 2024
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Lunt Capital Management 786k $40M -17% Mar 2024
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Capital Planning Advisors 755k $38M -11% Mar 2024
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Vertex Planning Partners 739k $37M -10% Mar 2024
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SPC Financial 709k $36M -17% Mar 2024
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Webster Bank, N. A. 703k $35M 9% Mar 2024
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United Asset Strategies 662k $33M 112% Mar 2024
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Level Four Advisory Services 640k $32M 2% Mar 2024
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Steward Partners Investment Advisory 610k $31M 6% Mar 2024
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Rockefeller Capital Management 596k $30M 7% Dec 2023
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Mason & Associates 570k $29M -47% Mar 2024
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Tobias Financial Advisors 562k $28M 78% Mar 2024
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AE Wealth Management 527k $27M -7% Mar 2024
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Sanchez Wealth Management Group 518k $26M -33% Mar 2024
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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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Millennium Management 511k $26M 53% Mar 2024
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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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McGuire Investment Group 492k $25M 66% Mar 2024
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Susquehanna International 420k $21M -44% Mar 2024
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Team Financial Group 415k $21M 1% Mar 2024
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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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Capital Analysts 394k $20M -2% Mar 2024
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First National Corp 389k $20M 0% Mar 2024
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TD Capital Management 377k $19M 12% Mar 2024
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Cabot Money Management 375k $19M -11% Mar 2024
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Continuum Wealth Advisors 368k $19M 10% Mar 2024
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CWM Advisors 363k $18M 23% Mar 2024
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WCG Wealth Advisors 361k $18M 11% Mar 2024
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Bristlecone Advisors 358k $18M 3% Mar 2024
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Magnus Financial Group 350k $18M -43% Mar 2024
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Clear Rock Advisors 348k $18M 100% Dec 2023
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Avestar Capital 336k $17M -33% Mar 2024
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Jacobi Capital Management 329k $17M 1% Mar 2024
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Tectonic Advisors 328k $17M -4% Mar 2024
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Lauer Wealth 326k $16M 39% Mar 2024
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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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Commonwealth Equity Services 311k $16M 22% Mar 2024
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Leo Wealth 307k $16M -6% Mar 2024
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Mariner Wealth Advisors 303k $15M -24% Mar 2024
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True Wealth Design 302k $15M 100% Mar 2024
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Kingsview Wealth Management 301k $15M 25% Mar 2024
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Stratos Wealth Partners 294k $15M 19% Mar 2024
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GSB Wealth Management 289k $15M -19% Mar 2024
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Anderson Hoagland & Co 286k $14M -18% Mar 2024
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Titan Capital Management 274k $14M -4% Mar 2024
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BlackDiamond Wealth Management 270k $14M -19% Mar 2024
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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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Banco Santander 257k $13M 68% Mar 2024
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Janney Montgomery Scott 256k $13M -17% Mar 2024
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Geneos Wealth Management 252k $13M -14% Mar 2024
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Atria Wealth Solutions 250k $13M -12% Mar 2024
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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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J.w. Cole Advisors 232k $12M -2% Mar 2024
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Morton Capital Management 230k $12M 15% Mar 2024
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Catalina Capital Group 226k $11M 4% Mar 2024
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Merit Financial Group 223k $11M 2% Mar 2024
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H D Vest Advisory Services 221k $11M -10% Mar 2024
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Curran Financial Partners 216k $11M 27% Mar 2024
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Axxcess Wealth Management 214k $11M 184% Dec 2023
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Cary Street Partner Investment Advisory 212k $11M -4% Mar 2024
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Silver Oak Securities 212k $11M -4% Mar 2024
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Milestone Investment Advisors 208k $10M -30% Dec 2023
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Centaurus Financial 205k $10M 11% Mar 2024
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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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IFG Advisory 197k $9.9M 2% Mar 2024
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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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Cambiar Investors 190k $9.6M 138% Mar 2024
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TCG Advisory Services 187k $9.4M 3% Mar 2024
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Holistic Planning 186k $9.4M 100% Mar 2024
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Natixis Asset Management Advisors 185k $9.3M 7% Mar 2024
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Concurrent Investment Advisors 185k $9.3M 2% Mar 2024
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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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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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Palo Alto Wealth Advisors 175k $8.8M -13% Mar 2024
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Beacon Financial 175k $8.8M -4% Mar 2024
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Yoder Wealth Management 173k $8.7M 3% Mar 2024
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Capital Management Corporation 173k $8.7M 12% Mar 2024
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Howard Capital Management 171k $8.6M -12% Mar 2024
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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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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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Fortis Group Advisors 155k $7.8M -13% Mar 2024
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Prevail Innovative Wealth Advisors 152k $7.7M -19% Mar 2024
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RFG Advisory 142k $7.1M 161% Mar 2024
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Mercer Global Advisors 141k $7.1M -40% Mar 2024
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AlTi Global 140k $7.1M 59% Mar 2024
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Manhattan West Asset Management 140k $7.1M -29% Mar 2024
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Pallas Capital Advisors 138k $7.0M -23% Mar 2024
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Melone Private Wealth 137k $6.9M 33% Mar 2024
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Laurel Wealth Advisors 136k $6.8M 14% Mar 2024
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Pasadena Private Wealth 131k $6.6M -6% Mar 2024
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TMD Wealth Management 130k $6.5M 196% Mar 2024
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HPM Partners 130k $6.5M -2% Mar 2024
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American Planning Services 128k $6.4M -5% Mar 2024
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Focus Financial Network 127k $6.4M 100% Dec 2023
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Cary Street Partners Asset Management 109k $5.5M -15% Mar 2024
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SkyView Investment Advisors 105k $5.3M -54% Mar 2024
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Goss Wealth Management 103k $5.2M -52% Mar 2024
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D.A. Davidson & Co. 86k $4.3M -44% Mar 2024
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First Heartland Consultants 83k $4.2M -82% Mar 2024
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Sykon Capital 79k $4.0M -79% Mar 2024
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Money Concepts Capital Corp 73k $3.7M -46% Mar 2024
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Almanack Investment Partners 67k $3.4M -90% Mar 2024
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Retireful 59k $3.0M -60% Mar 2024
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Hobart Private Capital 39k $2.0M -75% 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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Resources Investment Advisors 15k $764k -89% Mar 2024
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BCJ Capital Management 15k $758k -95% Dec 2023
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Executive Wealth Management 5.4k $270k -96% Mar 2024
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Who sold out of Wisdomtree Floating Rate Treasury Fund?

Fund or Company Name Date Sold Shares Held Valued At
Uniplan Investment Counsel Sep 2023 1.1M $54M
Empowered Funds Sep 2023 996k $50M
Financial Network Investment Corporation Sep 2023 436k $22M
Multi-Financial Securities Sep 2023 233k $12M
Bank of Nova Scotia Sep 2023 197k $9.9M
Eagle Strategies Dec 2023 137k $6.9M