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 |
|---|---|---|---|---|---|
| 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 |
|
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 |