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 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