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 | Actions |
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Summit Trail Advisors | 27M | $1.4B | 25% | Mar 2025 |
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Jpmorgan Chase & Co | 21M | $1.0B | 108% | Mar 2025 |
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Morgan Stanley | 19M | $968M | 100% | Dec 2024 |
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Bank of America Corporation | 15M | $751M | -3% | Dec 2024 |
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LPL Financial | 13M | $644M | 1% | Mar 2025 |
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UBS Group | 6.6M | $333M | 14% | Mar 2025 |
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BIP Wealth | 5.8M | $290M | 1% | Mar 2025 |
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Raymond James Financial | 5.7M | $287M | 100% | Dec 2024 |
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Serenus Wealth Advisors | 5.6M | $282M | 15% | Mar 2025 |
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Captrust Financial Advisors | 5.1M | $256M | 5% | Dec 2024 |
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Ameriprise Financial | 3.8M | $190M | -12% | Dec 2024 |
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Wells Fargo & Company | 3.5M | $174M | -9% | Dec 2024 |
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Royal Bank of Canada | 3.2M | $162M | 5% | Dec 2024 |
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HighTower Advisors | 2.6M | $129M | 11% | Dec 2024 |
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Private Advisor | 2.3M | $117M | -8% | Mar 2025 |
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Howard Capital Management | 1.9M | $9.6M | 0% | Mar 2025 |
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Cetera Investment Advisers | 1.9M | $95M | 4% | Dec 2024 |
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Renaissance Technologies | 1.8M | $92M | 11% | Dec 2024 |
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Advisor Group Holdings | 1.8M | $91M | 54% | Mar 2025 |
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Mercer Global Advisors | 1.8M | $90M | 80% | Mar 2025 |
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IHT Wealth Management | 1.7M | $84M | -12% | Dec 2024 |
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Financeware | 1.6M | $81M | 0% | Mar 2025 |
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Envestnet Asset Management | 1.6M | $79M | 6% | Mar 2025 |
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Sontag Advisory | 1.5M | $76M | 8% | Mar 2025 |
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Lido Advisors | 1.5M | $76M | 18241% | Dec 2024 |
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Cardinal Point Capital Management, ULC | 1.4M | $71M | 0% | Mar 2025 |
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Morton Capital Management | 1.4M | $70M | -8% | Mar 2025 |
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Kestra Advisory Services | 1.3M | $65M | 39% | Dec 2024 |
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Mission Wealth Management | 1.3M | $64M | -7% | Mar 2025 |
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Lunt Capital Management | 1.2M | $63M | 29% | Mar 2025 |
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Cambridge Investment Research Advisors | 1.2M | $58M | -20% | Mar 2025 |
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Davenport & Co | 1.1M | $57M | 3% | Mar 2025 |
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Alpine Bank Wealth Management | 1.1M | $54M | -28% | Mar 2025 |
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Assetmark | 1.0M | $53M | 0% | Dec 2024 |
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Capital Planning Advisors | 1.0M | $52M | 9% | Mar 2025 |
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Kestra Private Wealth Services | 1.0M | $50M | 10% | Mar 2025 |
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Global View Capital Management | 995k | $50M | 136% | Mar 2025 |
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Gladstone Institutional Advisory | 986k | $50M | 14% | Dec 2024 |
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William Blair $ Company | 981k | $49M | -1% | Dec 2024 |
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Sky-mountain Capital Management | 927k | $47M | 100% | Mar 2025 |
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BlackRock | 883k | $44M | 0% | Mar 2025 |
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Kiely Wealth Advisory Group | 872k | $44M | -9% | Dec 2024 |
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Commonwealth Equity Services | 870k | $44M | 32% | Dec 2024 |
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Stephens | 847k | $43M | -3% | Mar 2025 |
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Holistic Planning | 823k | $41M | -9% | Dec 2024 |
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Wealth Enhancement Advisory Services | 781k | $39M | -5% | Mar 2025 |
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Wealthcare Capital Partners | 775k | $39M | 0% | Mar 2025 |
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Capital Analysts | 769k | $39M | 1% | Dec 2024 |
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SPC Financial | 758k | $38M | -18% | Mar 2025 |
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Inspire Advisors | 752k | $38M | 10% | Mar 2025 |
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Stonebridge Financial Group | 700k | $35M | -19% | Mar 2025 |
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Carmel Capital Partners | 695k | $35M | 13% | Mar 2025 |
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Bank of New York Mellon | 685k | $35M | 4% | Mar 2025 |
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CWM | 669k | $34M | 27% | Mar 2025 |
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Stifel Financial | 659k | $33M | -2% | Dec 2024 |
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Stenger Family Office | 658k | $33M | 100% | Dec 2024 |
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McGuire Investment Group | 635k | $32M | 21% | Mar 2025 |
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Vertex Planning Partners | 632k | $32M | 7% | Mar 2025 |
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Level Four Advisory Services | 631k | $32M | 1% | Dec 2024 |
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Sykon Capital | 620k | $31M | 439% | Dec 2024 |
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Matrix Trust | 611k | $31M | -13% | Mar 2025 |
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Steward Partners Investment Advisory | 608k | $31M | -16% | Dec 2024 |
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Encompass More Asset Management | 599k | $30M | 56% | Dec 2024 |
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Cypress Capital | 565k | $28M | -1% | Mar 2025 |
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Disciplina Capital Management | 530k | $27M | -46% | Dec 2024 |
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Reyes Financial Architecture | 526k | $27M | 100% | Mar 2025 |
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Modern Wealth Management | 526k | $27M | 1269% | Dec 2024 |
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Webster Bank, N. A. | 516k | $26M | -17% | Mar 2025 |
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Bristlecone Advisors | 509k | $26M | 3% | Mar 2025 |
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Wealthcare Advisory Partners | 499k | $25M | 7% | Mar 2025 |
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Permanent Capital Management | 495k | $25M | 4% | Mar 2025 |
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Tobias Financial Advisors | 493k | $25M | -49% | Dec 2024 |
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New Perspectives | 474k | $24M | 80% | Mar 2025 |
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Fortitude Family Office | 470k | $24M | 601% | Mar 2025 |
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Stonekeep Investments | 433k | $22M | -4% | Mar 2025 |
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Team Financial Group | 425k | $21M | 0% | Mar 2025 |
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Regimen Wealth | 420k | $21M | 2% | Mar 2025 |
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Guardian Wealth Advisors, Llc / Nc | 418k | $21M | 148% | Dec 2024 |
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Ausdal Financial Partners | 417k | $21M | 12% | Dec 2024 |
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Reuter James Wealth Management | 412k | $21M | 100% | Mar 2025 |
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Cassia Capital Partners | 412k | $21M | -3% | Mar 2025 |
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United Asset Strategies | 409k | $21M | -34% | Dec 2024 |
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Kayne Anderson Rudnick Investment Management | 400k | $20M | -12% | Dec 2024 |
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Atria Wealth Solutions | 380k | $19M | 98% | Mar 2025 |
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Melone Private Wealth | 380k | $19M | -13% | Mar 2025 |
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DORVAL Corp | 373k | $19M | 3% | Mar 2025 |
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Sharper & Granite | 368k | $19M | 53% | Mar 2025 |
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Jacobi Capital Management | 357k | $18M | 0% | Dec 2024 |
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CWM Advisors | 355k | $18M | 3% | Dec 2024 |
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Uniplan Investment Counsel | 349k | $18M | -33% | Dec 2024 |
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Stapp Wealth Management, P | 347k | $18M | 5% | Dec 2024 |
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Moulton Wealth Management | 345k | $17M | 19% | Mar 2025 |
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First National Corp | 330k | $17M | 7% | Mar 2025 |
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AE Wealth Management | 327k | $22M | -12% | Dec 2024 |
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Lauer Wealth | 326k | $16M | -13% | Mar 2025 |
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Concurrent Investment Advisors | 325k | $16M | 0% | Mar 2025 |
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Financial Security Advisor | 316k | $16M | 8% | Mar 2025 |
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Aptus Capital Advisors | 307k | $15M | 1% | Mar 2025 |
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Mariner Wealth Advisors | 295k | $15M | -35% | Dec 2024 |
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Leibman Financial Services | 291k | $15M | 16% | Mar 2025 |
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Silver Oak Securities | 281k | $14M | 13% | Mar 2025 |
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Summit Financial | 278k | $14M | 508% | Dec 2024 |
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MAI Wealth Advisors | 276k | $14M | 100% | Dec 2024 |
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Blue Investment Partners | 275k | $14M | 10% | Mar 2025 |
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Guided Capital Wealth Management | 274k | $14M | -45% | Mar 2025 |
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TD Capital Management | 272k | $14M | -6% | Dec 2024 |
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Anderson Hoagland & Co | 271k | $14M | 0% | Mar 2025 |
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Catalina Capital Group | 263k | $13M | 53% | Mar 2025 |
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Eagle Strategies | 262k | $13M | 1% | Mar 2025 |
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Sanctuary Advisors | 258k | $13M | 8% | Dec 2024 |
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Keebeck Wealth Management | 256k | $13M | 149% | Dec 2024 |
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Headland Capital | 256k | $13M | 8% | Mar 2025 |
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Bonfire Financial | 255k | $13M | 100% | Dec 2024 |
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Tectonic Advisors | 248k | $13M | -7% | Mar 2025 |
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GSB Wealth Management | 247k | $12M | -8% | Mar 2025 |
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Total Clarity Wealth Management | 245k | $12M | 0% | Mar 2025 |
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Millennium Management | 241k | $12M | 5% | Dec 2024 |
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Equitable Holdings | 229k | $12M | 2% | Dec 2024 |
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Cabot Money Management | 228k | $12M | -26% | Mar 2025 |
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Mason & Associates | 228k | $12M | -23% | Mar 2025 |
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Leo Wealth | 226k | $11M | -31% | Mar 2025 |
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Geneos Wealth Management | 223k | $11M | 20% | Mar 2025 |
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Pallas Capital Advisors | 222k | $11M | 19% | Mar 2025 |
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Acorn Creek Capital | 220k | $11M | 5% | Mar 2025 |
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Parisi Gray Wealth Management | 217k | $11M | 21% | Mar 2025 |
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LifeWealth Investments | 217k | $11M | 72% | Mar 2025 |
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Stratos Wealth Partners | 217k | $11M | -26% | Mar 2025 |
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Almanack Investment Partners | 204k | $10M | 10% | Mar 2025 |
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Capital Management Corporation | 203k | $10M | 6% | Mar 2025 |
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Flagship Harbor Advisors | 203k | $10M | -4% | Mar 2025 |
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Sanchez Wealth Management Group | 197k | $9.9M | 4% | Mar 2025 |
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Western Wealth Management | 196k | $9.9M | 127% | Mar 2025 |
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Rockefeller Capital Management | 195k | $9.8M | -4% | Dec 2024 |
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Novem Group | 194k | $9.8M | 10% | Mar 2025 |
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Castle Rock Wealth Management | 193k | $9.7M | 51% | Mar 2025 |
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SFM | 193k | $9.7M | -10% | Mar 2025 |
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Allen Capital Group | 190k | $9.6M | 51% | Mar 2025 |
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Merit Financial Group | 187k | $9.4M | -25% | Mar 2025 |
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Axxcess Wealth Management | 187k | $9.4M | -6% | Mar 2025 |
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Jane Street | 183k | $9.2M | 24% | Dec 2024 |
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Jones Financial Companies, L.L | 183k | $9.2M | 39% | Dec 2024 |
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Procyon Private Wealth Partners | 177k | $8.9M | 595% | Mar 2025 |
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Cambiar Investors | 175k | $8.8M | 3% | Mar 2025 |
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HPM Partners | 175k | $8.8M | 5% | Mar 2025 |
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Integrated Wealth Concepts | 174k | $8.8M | -31% | Dec 2024 |
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Kingsview Wealth Management | 169k | $8.5M | -1% | Mar 2025 |
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Us Financial Advisors | 168k | $8.4M | 39% | Mar 2025 |
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Mml Investors Services | 167k | $8.4M | 16% | Dec 2024 |
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Great Valley Advisor Group | 164k | $8.3M | 176% | Mar 2025 |
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Krasney Financial | 161k | $8.1M | -6% | Mar 2025 |
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TCG Advisory Services | 158k | $7.9M | -12% | Dec 2024 |
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BlackDiamond Wealth Management | 156k | $7.8M | -57% | Mar 2025 |
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Elmwood Wealth Management | 151k | $7.6M | -7% | Mar 2025 |
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Banco Santander | 133k | $6.7M | -30% | Dec 2024 |
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H D Vest Advisory Services | 112k | $5.6M | -32% | Dec 2024 |
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Baird Financial | 78k | $3.9M | -60% | Dec 2024 |
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RFG Advisory | 69k | $3.5M | -62% | Mar 2025 |
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Northwestern Mutual Wealth Management Company | 43k | $2.2M | -88% | Dec 2024 |
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Eaton Financial Holdings Company | 35k | $1.8M | -82% | Dec 2024 |
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Continuum Wealth Advisors | 29k | $1.5M | -84% | Dec 2024 |
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Camden Capital | 9.0k | $455k | -98% | Dec 2024 |
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Avestar Capital | 6.8k | $342k | -98% | Dec 2024 |
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Halbert Hargrove Global Advisors | 5.1k | $255k | -100% | Mar 2025 |
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Who sold out of Wisdomtree Floating Rate Treasury Fund?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
First Trust Advisors | Sep 2024 | 1.4M | $68M |
Independent Advisor Alliance | Dec 2024 | 518k | $26M |
Citadel Advisors | Sep 2024 | 322k | $16M |
Cary Street Partner Investment Advisory | Sep 2024 | 311k | $16M |