WisdomTree Floating Rate Treasury Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 17.44 M | $877.96 M | 4.73% | 4.99% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 15.93 M | $802.12 M | 10.79% | 4.56% |
| LPL FINANCIAL LLC | 05/06/2026 | 12.76 M | $642.29 M | -0.74% | 3.65% |
| SUMMIT TRAIL ADVISORS, LLC | 05/12/2026 | 9.93 M | $499.75 M | 15.49% | 2.84% |
| NEWEDGE WEALTH, LLC | 05/13/2026 | 7.63 M | $384.21 M | -8.38% | 2.19% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 7.04 M | $354.41 M | -0.95% | 2.02% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 5.25 M | $264.51 M | -26.99% | 1.50% |
| BIP WEALTH, LLC | 04/27/2026 | 5.10 M | $256.72 M | -3.89% | 1.46% |
| UBS GROUP AG | 05/05/2026 | 5.09 M | $256.29 M | -9.63% | 1.46% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 3.94 M | $198.30 M | 18.06% | 1.13% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 3.83 M | $193.11 M | 19.85% | 1.10% |
| ROYAL BANK OF CANADA | 05/15/2026 | 2.82 M | $141.71 M | -10.42% | 0.81% |
| SERENUS WEALTH ADVISORS, LLC | 04/27/2026 | 2.42 M | $121.74 M | -7.11% | 0.69% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 2.34 M | $117.81 M | -1.63% | 0.67% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 2.32 M | $116.59 M | 16.42% | 0.66% |
| HOWARD CAPITAL MANAGEMENT INC. | 05/05/2026 | 2.06 M | $15.61 M | 2.13% | 0.59% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 2.01 M | $101.17 M | 78.33% | 0.58% |
| IHT WEALTH MANAGEMENT, LLC | 05/15/2026 | 1.78 M | $89.69 M | -6.98% | 0.51% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 1.71 M | $86.03 M | 3.88% | 0.49% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 1.71 M | $86.02 M | -22.14% | 0.49% |
| MORTON CAPITAL MANAGEMENT LLC/CA | 04/21/2026 | 1.68 M | $84.46 M | 1.24% | 0.48% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 1.53 M | $76.88 M | 18.22% | 0.44% |
| CARDINAL POINT CAPITAL MANAGEMENT, ULC | 04/20/2026 | 1.47 M | $74.22 M | 2.61% | 0.42% |
| GLOBAL VIEW CAPITAL MANAGEMENT LLC | 05/04/2026 | 1.38 M | $69.34 M | 23.79% | 0.39% |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | 05/05/2026 | 1.27 M | $64.06 M | 2.41% | 0.36% |
| DAVENPORT & CO LLC | 04/15/2026 | 1.27 M | $63.73 M | 0.79% | 0.36% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 1.26 M | $63.53 M | 34.34% | 0.36% |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 05/15/2026 | 1.24 M | $62.35 M | -33.44% | 0.35% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 1.17 M | $58.95 M | 35.46% | 0.34% |
| REUTER JAMES WEALTH MANAGEMENT, LLC | 05/01/2026 | 1.16 M | $58.63 M | 100.00% | 0.33% |
| AUSDAL FINANCIAL PARTNERS, INC. | 05/12/2026 | 1.12 M | $56.41 M | 68.60% | 0.32% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 1.11 M | $55.75 M | 33.62% | 0.32% |
| STENGER FAMILY OFFICE, LLC | 04/29/2026 | 1.01 M | $50.80 M | 100.00% | 0.29% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 961.44 K | $48.40 M | 15.72% | 0.28% |
| ENCOMPASS MORE ASSET MANAGEMENT | 04/28/2026 | 930.64 K | $46.85 M | 54.30% | 0.27% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 930.29 K | $46.83 M | 1.52% | 0.27% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 922.35 K | $46.43 M | 363.14% | 0.26% |
| MCGUIRE INVESTMENT GROUP, LLC | 04/29/2026 | 895.08 K | $45.06 M | 13.80% | 0.26% |
| LIDO ADVISORS, LLC | 05/13/2026 | 894.47 K | $45.03 M | -18.21% | 0.26% |
| VERTEX PLANNING PARTNERS, LLC | 05/15/2026 | 894.10 K | $45.01 M | 72.58% | 0.26% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 889.47 K | $44.78 M | -15.05% | 0.25% |
| MISSION WEALTH MANAGEMENT, LP | 05/15/2026 | 868.24 K | $43.71 M | 24.59% | 0.25% |
| BLAIR WILLIAM & CO/IL | 05/08/2026 | 861.14 K | $43.35 M | -6.56% | 0.25% |
| LUNT CAPITAL MANAGEMENT, INC. | 05/13/2026 | 851.90 K | $42.88 M | -4.59% | 0.24% |
| 05/11/2026 | 832.45 K | $41.91 M | 480.13% | 0.24% | |
| MRAZ, AMERINE & ASSOCIATES, INC. | 05/05/2026 | 822.47 K | $41.40 M | 14.43% | 0.24% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 810.90 K | $40.82 M | -4.30% | 0.23% |
| WEALTHSPIRE ADVISORS, LLC | 05/01/2026 | 809.80 K | $40.77 M | -31.01% | 0.23% |
| CAPITAL PLANNING ADVISORS, LLC | 05/14/2026 | 807.60 K | $40.65 M | 25.95% | 0.23% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 778.94 K | $39.21 M | 179.29% | 0.22% |
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WisdomTree Floating Rate Treasury Fund institutional Ownership - FAQ's
During the previous two years, 684 institutional investors and hedge funds held shares of WisdomTree Floating Rate Treasury Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 17.44 M
BANK OF AMERICA CORP /DE/: 15.93 M
LPL Financial LLC: 12.76 M
Summit Trail Advisors, LLC: 9.93 M
NewEdge Wealth, LLC: 7.63 M
RAYMOND JAMES FINANCIAL INC: 7.04 M
57.47% of WisdomTree Floating Rate Treasury Fund stock is owned by institutional investors.
Institutional investors have bought a total of 215.20 M shares in the last 24 months. This purchase volume represents approximately $10.84 B in transactions.