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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 32M | $1.6B | -1% | Jun 2023 |
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| Morgan Stanley | 21M | $1.0B | 10% | Jun 2023 |
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| Summit Trail Advisors | 20M | $985M | -10% | Jun 2023 |
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| Jpmorgan Chase & Co | 17M | $864M | 224% | Jun 2023 |
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| LPL Financial | 9.7M | $489M | 10% | Jun 2023 |
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| Ameriprise Financial | 9.1M | $459M | -8% | Jun 2023 |
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| Freestone Capital Holdings | 8.1M | $409M | -10% | Jun 2023 |
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| Richard Bernstein Advisors | 7.8M | $394M | 2% | Jun 2023 |
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| UBS Group | 7.7M | $388M | 1% | Jun 2023 |
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| Advisor Group Holdings | 5.6M | $282M | 59% | Jun 2023 |
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| BIP Wealth | 5.5M | $274M | 2042% | Jun 2023 |
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| Wells Fargo & Company | 4.4M | $224M | 11% | Jun 2023 |
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| Royal Bank of Canada | 4.2M | $210M | 2% | Jun 2023 |
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| Captrust Financial Advisors | 3.9M | $195M | 0% | Jun 2023 |
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| 3EDGE Asset Management | 3.7M | $184M | -13% | Jun 2023 |
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| Venturi Wealth Management | 3.0M | $153M | 45% | Jun 2023 |
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| Envestnet Asset Management | 2.7M | $136M | 1% | Jun 2023 |
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| Raymond James Financial Services Advisors | 2.2M | $113M | 63% | Jun 2023 |
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| HighTower Advisors | 2.1M | $107M | 54% | Jun 2023 |
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| Banco Santander | 1.7M | $87M | 5% | Jun 2023 |
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| Raymond James & Associates | 1.7M | $85M | 0% | Jun 2023 |
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| Mason & Associates | 1.5M | $78M | 3% | Jun 2023 |
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| Aj Wealth Strategies | 1.5M | $77M | 17% | Jun 2023 |
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| Signature Estate and Investment Advisors | 1.5M | $75M | 2% | Jun 2023 |
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| Kestra Advisory Services | 1.5M | $74M | -14% | Jun 2023 |
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| Private Advisor | 1.4M | $68M | 18% | Jun 2023 |
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| Camden Capital | 1.4M | $68M | 11% | Jun 2023 |
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| William Blair $ Company | 1.3M | $63M | -4% | Jun 2023 |
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| Cardinal Point Capital Management, ULC | 1.2M | $63M | 14% | Jun 2023 |
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| Uniplan Investment Counsel | 1.2M | $61M | -25% | Jun 2023 |
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| Anderson Hoagland & Co | 1.2M | $61M | 100% | Jun 2023 |
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| Private Wealth Strategies | 1.2M | $59M | 1% | Jun 2023 |
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| Stephens | 1.1M | $58M | 3% | Jun 2023 |
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| IFP Advisors | 1.1M | $57M | 15% | Jun 2023 |
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| Lunt Capital Management | 986k | $50M | 100% | Jun 2023 |
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| Davenport & Co | 970k | $49M | -6% | Jun 2023 |
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| Kestra Private Wealth Services | 934k | $47M | 43% | Jun 2023 |
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| Mission Wealth Management | 910k | $46M | -50% | Jun 2023 |
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| Jane Street | 875k | $44M | 220% | Jun 2023 |
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| Townsquare Capital | 848k | $43M | -48% | Mar 2023 |
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| Sanchez Wealth Management Group | 839k | $42M | 12% | Jun 2023 |
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| Cambridge Investment Research Advisors | 827k | $42M | 1% | Jun 2023 |
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| SPC Financial | 813k | $41M | -4% | Jun 2023 |
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| Assetmark | 775k | $39M | 0% | Jun 2023 |
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| IHT Wealth Management | 750k | $38M | -6% | Jun 2023 |
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| Capital Analysts | 749k | $38M | 3% | Jun 2023 |
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| Steward Partners Investment Advisory | 742k | $37M | 33% | Jun 2023 |
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| Carmel Capital Partners | 740k | $37M | 36% | Jun 2023 |
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| Rockefeller Capital Management | 726k | $37M | 24% | Jun 2023 |
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| AE Wealth Management | 713k | $36M | 19% | Jun 2023 |
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| Webster Bank, N. A. | 707k | $36M | 72% | Jun 2023 |
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| Capital Planning Advisors | 703k | $35M | -32% | Jun 2023 |
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| Renaissance Technologies | 696k | $35M | 0% | Jun 2023 |
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| Gladstone Institutional Advisory | 696k | $35M | 7% | Jun 2023 |
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| Brandywine Oak Private Wealth | 674k | $34M | 2% | Jun 2023 |
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| Inspire Advisors | 657k | $33M | -6% | Jun 2023 |
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| Vertex Planning Partners | 651k | $33M | -7% | Jun 2023 |
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| Level Four Advisory Services | 635k | $32M | 21% | Jun 2023 |
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| H D Vest Advisory Services | 618k | $31M | 81% | Jun 2023 |
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| Retireful | 615k | $31M | -42% | Jun 2023 |
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| Stifel Financial | 593k | $30M | -13% | Jun 2023 |
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| Cetera Investment Advisers | 563k | $28M | 99% | Jun 2023 |
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| Bank of New York Mellon | 555k | $28M | -20% | Jun 2023 |
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| First Heartland Consultants | 537k | $27M | 1500% | Jun 2023 |
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| Prestige Wealth Management Group | 528k | $27M | 7% | Jun 2023 |
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| Magnus Financial Group | 512k | $26M | -8% | Jun 2023 |
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| Total Clarity Wealth Management | 476k | $24M | -21% | Jun 2023 |
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| Kayne Anderson Rudnick Investment Management | 456k | $23M | 0% | Jun 2023 |
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| Atticus Wealth Management | 452k | $23M | -1% | Jun 2023 |
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| CWM Advisors | 452k | $23M | -60% | Jun 2023 |
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| Mml Investors Services | 451k | $23M | 6% | Jun 2023 |
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| Stratos Wealth Partners | 436k | $22M | -40% | Jun 2023 |
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| Madison Wealth Management | 431k | $22M | -2% | Jun 2023 |
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| Cabot Money Management | 410k | $21M | 9% | Jun 2023 |
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| Financial Network Investment Corporation | 392k | $20M | 0% | Jun 2023 |
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| American Planning Services | 384k | $19M | -18% | Jun 2023 |
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| Moulton Wealth Management | 372k | $19M | 29% | Jun 2023 |
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| First National Corp | 361k | $18M | 21% | Jun 2023 |
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| WT Wealth Management | 345k | $17M | -16% | Jun 2023 |
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| Milestone Investment Advisors | 343k | $17M | -3% | Jun 2023 |
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| Bank Of Montreal | 340k | $17M | 100% | Jun 2023 |
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| Regimen Wealth | 325k | $16M | 7% | Jun 2023 |
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| Jacobi Capital Management | 323k | $16M | 0% | Jun 2023 |
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| Nottingham Advisors | 321k | $16M | 435% | Jun 2023 |
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| Goss Wealth Management | 318k | $16M | -17% | Jun 2023 |
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| EP Wealth Advisors | 312k | $2.4M | 341% | Jun 2023 |
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| Continuum Wealth Advisors | 311k | $16M | 6% | Jun 2023 |
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| Keystone Financial Group | 308k | $16M | 80% | Jun 2023 |
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| Janney Montgomery Scott | 306k | $15M | -10% | Jun 2023 |
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| Tobias Financial Advisors | 303k | $15M | 100% | Jun 2023 |
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| GSB Wealth Management | 295k | $15M | 38% | Jun 2023 |
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| TD Capital Management | 294k | $15M | -5% | Jun 2023 |
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| Eaton Financial Holdings Company | 283k | $14M | 100% | Jun 2023 |
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| Geneos Wealth Management | 274k | $14M | 40% | Jun 2023 |
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| Wealth Enhancement Advisory Services | 270k | $14M | -72% | Jun 2023 |
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| Howard Capital Management | 269k | $14M | -7% | Jun 2023 |
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| TCWP | 268k | $14M | 4% | Jun 2023 |
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| Titan Capital Management | 267k | $13M | -7% | Jun 2023 |
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| J.w. Cole Advisors | 265k | $13M | 101% | Jun 2023 |
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| Procyon Private Wealth Partners | 257k | $13M | 125% | Jun 2023 |
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| Wealthcare Advisory Partners | 256k | $13M | 48% | Jun 2023 |
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| BlackDiamond Wealth Management | 253k | $13M | 32% | Jun 2023 |
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| United Asset Strategies | 252k | $13M | 0% | Jun 2023 |
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| McGuire Investment Group | 250k | $13M | 10% | Jun 2023 |
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| Umb Bank N A | 245k | $12M | 100% | Jun 2023 |
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| Money Concepts Capital Corp | 238k | $12M | 337% | Jun 2023 |
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| Adirondack Retirement Specialists | 232k | $12M | 10% | Jun 2023 |
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| Baird Financial | 230k | $12M | 2% | Jun 2023 |
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| Multi-Financial Securities | 230k | $12M | -9% | Jun 2023 |
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| Mariner Wealth Advisors | 229k | $12M | 18% | Jun 2023 |
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| Bridge Advisory | 227k | $11M | 19% | Jun 2023 |
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| Stapp Wealth Management, P | 226k | $11M | -2% | Jun 2023 |
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| Bristlecone Advisors | 209k | $11M | 51% | Jun 2023 |
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| Kingsview Wealth Management | 204k | $10M | 178% | Jun 2023 |
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| Bft Financial Group | 199k | $10M | -5% | Jun 2023 |
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| Financial Services Advisory | 195k | $9.8M | -1% | Jun 2023 |
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| Fortis Group Advisors | 194k | $9.8M | 1% | Jun 2023 |
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| Tectonic Advisors | 192k | $9.7M | 100% | Jun 2023 |
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| Portside Wealth Group | 190k | $9.6M | 100% | Jun 2023 |
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| Merit Financial Group | 188k | $9.5M | -43% | Jun 2023 |
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| Hanson McClain Advisors | 181k | $9.1M | -41% | Jun 2023 |
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| Millennium Management | 177k | $8.9M | 86% | Jun 2023 |
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| Ameritas Advisory Services | 171k | $8.6M | 21% | Jun 2023 |
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| Natixis Asset Management Advisors | 170k | $8.6M | 6% | Jun 2023 |
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| Bank of Nova Scotia | 163k | $8.2M | 26% | Jun 2023 |
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| Lake Street Advisors Group | 163k | $8.2M | 0% | Jun 2023 |
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| Park Edge Advisors | 162k | $8.1M | 1% | Jun 2023 |
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| Elmwood Wealth Management | 158k | $7.9M | 24% | Jun 2023 |
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| Yoder Wealth Management | 155k | $7.8M | 5% | Jun 2023 |
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| Fortune 45 | 150k | $7.6M | 7% | Jun 2023 |
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| Branch Banking & Trust Company | 148k | $7.5M | 384% | Jun 2023 |
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| Avestar Capital | 146k | $7.4M | 65% | Jun 2023 |
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| V Wealth Management | 145k | $7.3M | 100% | Jun 2023 |
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| Toroso Investments | 144k | $7.2M | -4% | Jun 2023 |
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| Northwestern Mutual Wealth Management Company | 143k | $7.2M | 18% | Jun 2023 |
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| Centaurus Financial | 136k | $6.8M | 15% | Jun 2023 |
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| Essex Financial Services | 135k | $6.8M | 21% | Jun 2023 |
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| Toronto-Dominion Bank | 133k | $6.7M | 100% | Jun 2023 |
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| Middleton & Company | 130k | $6.5M | -34% | Jun 2023 |
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| Silver Oak Securities | 127k | $6.4M | -32% | Jun 2023 |
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| Price Capital Management | 125k | $6.3M | -44% | Jun 2023 |
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| Equitable Holdings | 125k | $6.3M | 56% | Jun 2023 |
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| IFG Advisory | 124k | $6.2M | 165% | Jun 2023 |
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| Commonwealth Equity Services | 122k | $6.1M | 1% | Jun 2023 |
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| TCG Advisory Services | 116k | $5.9M | 162% | Jun 2023 |
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| Trustmark National Bank - Trust Department | 116k | $5.8M | 1% | Jun 2023 |
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| Flagship Harbor Advisors | 116k | $5.8M | 205% | Jun 2023 |
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| Ellevest | 113k | $5.7M | -23% | Jun 2023 |
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| Transcend Wealth Collective | 112k | $5.6M | -1% | Jun 2023 |
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| Founders Financial Securities | 105k | $5.3M | -14% | Jun 2023 |
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| Wealth Management Resources | 102k | $5.1M | -66% | Jun 2023 |
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| NVWM | 101k | $5.1M | -25% | Jun 2023 |
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| Mercer Global Advisors | 100k | $5.0M | -21% | Jun 2023 |
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| Fiduciary Alliance | 55k | $2.7M | -74% | Jun 2023 |
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| West Chester Capital Advisors | 50k | $2.5M | -70% | Jun 2023 |
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| Citadel Advisors | 33k | $1.6M | -87% | Jun 2023 |
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| Old Mission Capital | 23k | $1.2M | -85% | Jun 2023 |
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| Belpointe Asset Management | 18k | $892k | -90% | Jun 2023 |
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| Thomas J. Herzfeld Advisors | 15k | $757k | -96% | Jun 2023 |
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| Greenwich Wealth Management | 6.2k | $313k | -98% | Jun 2023 |
|
Who sold out of Wisdomtree Floating Rate Treasury Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Mar 2023 | 409k | $21M |
| We Are One Seven | Mar 2023 | 258k | $13M |