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 |
|---|---|---|---|---|---|
| LPL Financial | 13M | $647M | -10% | Dec 2025 |
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| Summit Trail Advisors | 8.6M | $433M | -60% | Dec 2025 |
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| NewEdge Wealth | 8.3M | $419M | 100% | Dec 2025 |
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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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| UBS Group | 5.6M | $284M | -26% | Dec 2025 |
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| BIP Wealth | 5.3M | $267M | -73% | Dec 2025 |
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| Wells Fargo & Company | 3.3M | $168M | -2% | Dec 2025 |
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| Ameriprise Financial | 3.2M | $161M | -26% | Dec 2025 |
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| Serenus Wealth Advisors | 2.6M | $131M | -39% | Dec 2025 |
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| HighTower Advisors | 2.4M | $120M | 14% | Dec 2025 |
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| Cetera Investment Advisers | 2.2M | $110M | 22% | Dec 2025 |
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| Howard Capital Management | 2.0M | $13M | 0% | Dec 2025 |
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| Private Advisor | 2.0M | $100M | -18% | Dec 2025 |
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| IHT Wealth Management | 1.9M | $96M | -6% | Dec 2025 |
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| Morton Capital Management | 1.7M | $83M | 12% | Dec 2025 |
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| Advisor Group Holdings | 1.6M | $83M | -16% | Dec 2025 |
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| Cardinal Point Capital Management, ULC | 1.5M | $74M | 3% | Mar 2026 |
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| Rockefeller Capital Management | 1.3M | $65M | 7% | Dec 2025 |
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| Davenport & Co | 1.3M | $64M | 1% | Mar 2026 |
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| Sky-mountain Capital Management | 1.2M | $63M | 2% | Dec 2025 |
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| Sontag Advisory | 1.2M | $59M | 78% | Dec 2025 |
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| Kestra Advisory Services | 1.1M | $57M | -13% | Dec 2025 |
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| Global View Capital Management | 1.1M | $56M | 175% | Dec 2025 |
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| Lido Advisors | 1.1M | $55M | 0% | Dec 2025 |
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| Cambridge Investment Research Advisors | 1.0M | $53M | -1% | Dec 2025 |
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| Gladstone Institutional Advisory | 1.0M | $53M | 12% | Dec 2025 |
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| Alpine Bank Wealth Management | 1.0M | $51M | -27% | Dec 2025 |
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| Envestnet Asset Management | 939k | $47M | -37% | Dec 2025 |
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| William Blair $ Company | 922k | $46M | -5% | Dec 2025 |
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| Commonwealth Equity Services | 916k | $46M | -5% | Dec 2025 |
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| Lunt Capital Management | 893k | $45M | 0% | Dec 2025 |
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| Bank of New York Mellon | 865k | $44M | 20% | Dec 2025 |
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| Steward Partners Investment Advisory | 831k | $42M | 5% | Dec 2025 |
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| Stifel Financial | 829k | $42M | 19% | Dec 2025 |
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| Kestra Private Wealth Services | 811k | $41M | -4% | Mar 2026 |
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| AlphaCore Capital | 789k | $40M | 100% | Dec 2025 |
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| McGuire Investment Group | 787k | $40M | 28% | Dec 2025 |
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| Farther Finance Advisors | 779k | $39M | 179% | Mar 2026 |
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| Mraz, Amerine & Associates | 719k | $36M | 220% | Dec 2025 |
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| Mission Wealth Management | 697k | $35M | -32% | Dec 2025 |
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| Ausdal Financial Partners | 665k | $33M | 18% | Dec 2025 |
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| Wealthcare Capital Partners | 651k | $33M | -10% | Mar 2026 |
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| Tower Research Capital | 641k | $32M | 129% | Dec 2025 |
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| Capital Planning Advisors | 641k | $32M | -20% | Dec 2025 |
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| Level Four Advisory Services | 640k | $32M | -4% | Dec 2025 |
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| Assetmark | 611k | $31M | -10% | Dec 2025 |
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| Encompass More Asset Management | 603k | $30M | -32% | Dec 2025 |
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| Integrity Alliance | 602k | $30M | 13% | Dec 2025 |
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| Holistic Planning | 592k | $30M | -10% | Dec 2025 |
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| Cypress Capital | 566k | $29M | 1% | Dec 2025 |
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| Carmel Capital Partners | 555k | $28M | 3% | Dec 2025 |
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| Inspire Advisors | 548k | $28M | -10% | Dec 2025 |
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| Stonebridge Financial Group | 525k | $26M | -25% | 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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| Stonebridge Wealth Management | 463k | $23M | 3% | Mar 2026 |
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| Moulton Wealth Management | 455k | $23M | 100% | Mar 2026 |
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| Leo Wealth | 455k | $23M | -3% | Dec 2025 |
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| Disciplina Capital Management | 455k | $23M | -33% | Dec 2025 |
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| Team Financial Group | 454k | $23M | -5% | Dec 2025 |
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| Client First Capital | 451k | $23M | -11% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 451k | $23M | 5% | Dec 2025 |
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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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| Wiley Bros.-aintree Capital | 434k | $22M | 205% | Dec 2025 |
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| Regimen Wealth | 428k | $22M | 1% | Dec 2025 |
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| Melone Private Wealth | 426k | $21M | -1% | Mar 2026 |
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| United Asset Strategies | 425k | $21M | 14% | Dec 2025 |
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| Etesian Wealth Advisors | 422k | $21M | 2% | Dec 2025 |
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| Webster Bank, N. A. | 419k | $21M | -3% | Mar 2026 |
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| New Perspectives | 417k | $21M | 1% | Dec 2025 |
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| Aptus Capital Advisors | 395k | $20M | 0% | Dec 2025 |
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| Merit Financial Group | 381k | $19M | 42% | Mar 2026 |
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| CWM | 376k | $19M | -34% | Dec 2025 |
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| WCG Wealth Advisors | 374k | $19M | 192% | Dec 2025 |
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| Catalina Capital Group | 374k | $19M | 19% | Dec 2025 |
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| Kayne Anderson Rudnick Investment Management | 370k | $19M | -24% | Dec 2025 |
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| Vestmark Advisory Solutions | 368k | $19M | 2686% | Dec 2025 |
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| Mount Yale Investment Advisors | 367k | $19M | 2312% | Dec 2025 |
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| Concurrent Investment Advisors | 362k | $18M | 11% | Dec 2025 |
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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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| Broussard Financial Group | 343k | $17M | 100% | Dec 2025 |
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| Stonekeep Investments | 333k | $17M | 100% | Mar 2026 |
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| Sanctuary Advisors | 326k | $16M | -13% | Dec 2025 |
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| Mml Investors Services | 326k | $16M | 22% | Dec 2025 |
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| Eaton Financial Holdings Company | 324k | $16M | 51% | Mar 2026 |
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| Mercer Global Advisors | 320k | $16M | -59% | Dec 2025 |
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| Bonfire Financial | 320k | $16M | 10% | Dec 2025 |
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| Pallas Capital Advisors | 318k | $16M | 31% | Dec 2025 |
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| Reyes Financial Architecture | 315k | $16M | -10% | Dec 2025 |
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| Financial Security Advisor | 314k | $16M | -2% | Dec 2025 |
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| IFG Advisory | 314k | $16M | 7% | Dec 2025 |
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| Cary Street Partners Financial | 314k | $16M | 19% | Dec 2025 |
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| Arta Finance Wealth Management | 313k | $16M | 100% | Mar 2026 |
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| Modern Wealth Management | 306k | $15M | -21% | Dec 2025 |
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| Rare Wolf Capital | 301k | $15M | 100% | Dec 2025 |
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| Christian Investment Advisors | 300k | $15M | 4% | Dec 2025 |
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| Calton & Associates | 296k | $15M | 100% | Dec 2025 |
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| Sharper & Granite | 295k | $15M | -12% | Mar 2026 |
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| Jones Financial Companies, L.L | 293k | $15M | 6% | Dec 2025 |
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| Goldenstone Wealth Management | 288k | $15M | 100% | Dec 2025 |
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| Envision Financial | 285k | $14M | -15% | Mar 2026 |
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| MAI Wealth Advisors | 281k | $14M | 7% | Dec 2025 |
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| Headland Capital | 279k | $14M | 2% | Dec 2025 |
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| Axxcess Wealth Management | 275k | $14M | -1% | Dec 2025 |
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| Cassia Capital Partners | 272k | $14M | -29% | Dec 2025 |
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| GSB Wealth Management | 272k | $14M | -15% | Dec 2025 |
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| Mueller Wealth | 268k | $14M | 100% | Dec 2025 |
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| Guided Capital Wealth Management | 268k | $14M | 1% | Dec 2025 |
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| Allen Capital Group | 266k | $13M | 36% | Dec 2025 |
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| Parisi Gray Wealth Management | 264k | $13M | 3% | Mar 2026 |
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| Stephens | 258k | $13M | -4% | Dec 2025 |
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| Intrua Financial | 254k | $13M | 27% | Dec 2025 |
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| Haven Private | 247k | $12M | 7% | Dec 2025 |
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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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| Mariner Wealth Advisors | 244k | $12M | -17% | Dec 2025 |
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| Acorn Creek Capital | 241k | $12M | 18% | Dec 2025 |
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| Stratos Wealth Partners | 239k | $12M | 17% | Dec 2025 |
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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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| BFI Wealth Solutions | 226k | $11M | 100% | Dec 2025 |
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| United Capital Financial Advisers | 218k | $11M | 100% | Dec 2025 |
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| Arkadios Wealth Advisors | 218k | $11M | 218% | Dec 2025 |
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| Capital Management Corporation | 213k | $11M | 1% | Dec 2025 |
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| Family Legacy Financial Solutions | 211k | $11M | -35% | Mar 2026 |
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| Milestone Investment Advisors | 209k | $11M | 7% | Dec 2025 |
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| Procyon Private Wealth Partners | 208k | $11M | 11% | Dec 2025 |
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| Flagship Harbor Advisors | 208k | $10M | -70% | Dec 2025 |
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| NVWM | 207k | $10M | 11% | Dec 2025 |
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| Mason & Associates | 204k | $10M | 19% | Dec 2025 |
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| Sykon Capital | 204k | $10M | 39% | Dec 2025 |
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| Healthcare Of Ontario Pension Plan Trust Fund | 200k | $10M | 100% | Dec 2025 |
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| Goss Wealth Management | 199k | $10M | 18% | Dec 2025 |
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| WT Wealth Management | 198k | $10M | -1% | Dec 2025 |
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| TCG Advisory Services | 194k | $9.7M | 0% | Dec 2025 |
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| Equitable Holdings | 193k | $9.7M | -9% | Dec 2025 |
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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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| Invenio Wealth Partners | 179k | $9.0M | -2% | Mar 2026 |
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| DORVAL Corp | 176k | $8.8M | -29% | Dec 2025 |
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| AlTi Global | 165k | $8.3M | -2% | Dec 2025 |
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| Keebeck Wealth Management | 164k | $8.3M | 17% | Dec 2025 |
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| Laurel Wealth Advisors | 161k | $8.1M | 6% | Dec 2025 |
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| Ares Financial Consulting | 157k | $7.9M | 100% | Mar 2026 |
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| BlackDiamond Wealth Management | 148k | $7.5M | -23% | Dec 2025 |
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| TD Capital Management | 143k | $7.2M | -27% | Dec 2025 |
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| Sanchez Wealth Management Group | 143k | $7.2M | -44% | Dec 2025 |
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| Cabot Money Management | 123k | $6.2M | -34% | Dec 2025 |
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| Andina Capital Management | 80k | $4.0M | -50% | Mar 2026 |
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| LifeWealth Investments | 20k | $1.0M | -93% | Dec 2025 |
|
Who sold out of Wisdomtree Floating Rate Treasury Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 762k | $38M |
| Reuter James Wealth Management | Sep 2025 | 344k | $17M |
| Fiera Capital Corporation | Sep 2025 | 208k | $11M |
| Kovitz Investment Group Partners | Sep 2025 | 171k | $8.6M |