WisdomTree Floating Rate Treasury Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 17.16 M | $863.85 M | -1.63% | 4.87% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 14.46 M | $728.10 M | -9.25% | 4.10% |
| LPL FINANCIAL LLC | 08/07/2026 | 13.26 M | $667.62 M | 3.92% | 3.76% |
| SUMMIT TRAIL ADVISORS, LLC | 08/11/2026 | 11.28 M | $568.20 M | 13.67% | 3.20% |
| NEWEDGE WEALTH, LLC | 08/10/2026 | 11.10 M | $558.86 M | 45.43% | 3.15% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 6.83 M | $343.64 M | -3.06% | 1.94% |
| BIP WEALTH, LLC | 08/03/2026 | 5.52 M | $278.02 M | 8.27% | 1.57% |
| UBS GROUP AG | 08/13/2026 | 5.36 M | $270.11 M | 5.37% | 1.52% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 4.37 M | $220.22 M | -16.76% | 1.24% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 4.32 M | $218.68 M | 12.78% | 1.22% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 3.98 M | $200.37 M | 1.02% | 1.13% |
| ROYAL BANK OF CANADA | 08/14/2026 | 2.92 M | $147.11 M | 3.79% | 0.83% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 2.47 M | $124.60 M | 5.74% | 0.70% |
| SERENUS WEALTH ADVISORS, LLC | 08/05/2026 | 2.42 M | $122.09 M | 0.28% | 0.69% |
| HOWARD CAPITAL MANAGEMENT INC. | 07/28/2026 | 2.08 M | $16.84 M | 1.18% | 0.59% |
| MISSION WEALTH MANAGEMENT, LP | 07/20/2026 | 1.87 M | $94.07 M | 115.19% | 0.53% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 1.79 M | $90.04 M | 4.65% | 0.51% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 1.76 M | $88.38 M | 2.72% | 0.50% |
| MORTON CAPITAL MANAGEMENT LLC/CA | 07/23/2026 | 1.74 M | $87.64 M | 3.74% | 0.49% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 1.58 M | $79.50 M | 3.40% | 0.45% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 1.57 M | $78.90 M | -32.34% | 0.44% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 1.50 M | $75.28 M | -25.61% | 0.42% |
| ENCOMPASS MORE ASSET MANAGEMENT | 07/14/2026 | 1.47 M | $74.18 M | 58.31% | 0.42% |
| CARDINAL POINT CAPITAL MANAGEMENT, ULC | 07/14/2026 | 1.44 M | $72.31 M | -2.59% | 0.41% |
| IHT WEALTH MANAGEMENT, LLC | 08/14/2026 | 1.37 M | $68.89 M | -23.21% | 0.39% |
| DAVENPORT & CO LLC | 07/13/2026 | 1.31 M | $65.85 M | 3.31% | 0.37% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 1.30 M | $65.70 M | 11.42% | 0.37% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 1.24 M | $62.22 M | 11.58% | 0.35% |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 08/13/2026 | 1.16 M | $58.59 M | -6.04% | 0.33% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 1.16 M | $58.30 M | -8.25% | 0.33% |
| REUTER JAMES WEALTH MANAGEMENT, LLC | 07/22/2026 | 1.13 M | $57.07 M | -2.67% | 0.32% |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | 07/31/2026 | 1.09 M | $54.89 M | -14.34% | 0.31% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 1.06 M | $53.36 M | 10.22% | 0.30% |
| JPMORGAN CHASE & CO | 08/12/2026 | 962.27 K | $48.44 M | 23.97% | 0.27% |
| STENGER FAMILY OFFICE, LLC | 07/13/2026 | 950.59 K | $47.86 M | -5.80% | 0.27% |
| MCGUIRE INVESTMENT GROUP, LLC | 07/27/2026 | 947.85 K | $47.72 M | 5.90% | 0.27% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 934.87 K | $47.07 M | 5.10% | 0.27% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 933.61 K | $47.01 M | 0.36% | 0.26% |
| LUNT CAPITAL MANAGEMENT, INC. | 07/30/2026 | 923.54 K | $46.50 M | 8.41% | 0.26% |
| CARMEL CAPITAL PARTNERS, LLC | 07/30/2026 | 874.71 K | $44.04 M | 51.61% | 0.25% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 07/16/2026 | 859.64 K | $43.28 M | 4.52% | 0.24% |
| BLAIR WILLIAM & CO/IL | 08/11/2026 | 848.84 K | $42.74 M | -1.43% | 0.24% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 838.88 K | $42.24 M | -9.05% | 0.24% |
| AUSDAL FINANCIAL PARTNERS, INC. | 08/14/2026 | 828.46 K | $41.71 M | -26.07% | 0.24% |
| DISCIPLINA CAPITAL MANAGEMENT LLC | 08/10/2026 | 817.37 K | $41.15 M | 22.77% | 0.23% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 800.63 K | $40.31 M | -1.27% | 0.23% |
| VERTEX PLANNING PARTNERS, LLC | 08/14/2026 | 774.26 K | $38.98 M | -13.40% | 0.22% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 761.23 K | $38.33 M | 100.00% | 0.22% |
| ALPHACORE CAPITAL LLC | 08/06/2026 | 744.18 K | $37.47 M | -2.61% | 0.21% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 734.71 K | $36.99 M | 40.61% | 0.21% |
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WisdomTree Floating Rate Treasury Fund institutional Ownership - FAQ's
During the previous two years, 764 institutional investors and hedge funds held shares of WisdomTree Floating Rate Treasury Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 17.16 M
BANK OF AMERICA CORP /DE/: 14.46 M
LPL Financial LLC: 13.26 M
Summit Trail Advisors, LLC: 11.28 M
NewEdge Wealth, LLC: 11.1 M
RAYMOND JAMES FINANCIAL INC: 6.83 M
57.77% of WisdomTree Floating Rate Treasury Fund stock is owned by institutional investors.
Institutional investors have bought a total of 224.63 M shares in the last 24 months. This purchase volume represents approximately $11.32 B in transactions.