WisdomTree Floating Rate Treasury Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 16.65 M | $838.01 M | -5.70% | 5.16% |
| LPL FINANCIAL LLC | 02/11/2026 | 12.85 M | $646.84 M | -9.96% | 3.98% |
| NEWEDGE WEALTH, LLC | 02/03/2026 | 8.33 M | $419.19 M | 100.00% | 2.56% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 7.20 M | $362.12 M | 1.66% | 2.23% |
| UBS GROUP AG | 01/29/2026 | 5.63 M | $283.49 M | -25.74% | 1.73% |
| BIP WEALTH, LLC | 01/21/2026 | 5.31 M | $267.00 M | -72.85% | 1.63% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 3.34 M | $167.90 M | -1.54% | 1.03% |
| ROYAL BANK OF CANADA | 02/17/2026 | 3.14 M | $158.13 M | -8.92% | 0.97% |
| SERENUS WEALTH ADVISORS, LLC | 01/28/2026 | 2.60 M | $131.01 M | -39.29% | 0.80% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 2.38 M | $119.72 M | 14.04% | 0.74% |
| HOWARD CAPITAL MANAGEMENT INC. | 01/23/2026 | 2.02 M | $13.44 M | -0.23% | 0.62% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 1.99 M | $100.10 M | -17.56% | 0.62% |
| MORTON CAPITAL MANAGEMENT LLC/CA | 02/03/2026 | 1.66 M | $83.39 M | 12.42% | 0.51% |
| CARDINAL POINT CAPITAL MANAGEMENT, ULC | 02/05/2026 | 1.44 M | $72.30 M | 0.77% | 0.44% |
| DAVENPORT & CO LLC | 01/12/2026 | 1.26 M | $63.20 M | 0.15% | 0.39% |
| WEALTHSPIRE ADVISORS, LLC | 02/13/2026 | 1.17 M | $59.06 M | 77.84% | 0.36% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 1.13 M | $56.71 M | -13.02% | 0.35% |
| GLOBAL VIEW CAPITAL MANAGEMENT LLC | 01/14/2026 | 1.11 M | $55.99 M | 174.91% | 0.34% |
| LIDO ADVISORS, LLC | 02/10/2026 | 1.09 M | $54.97 M | -0.33% | 0.34% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 1.05 M | $52.69 M | -1.18% | 0.32% |
| ALPINE BANK WEALTH MANAGEMENT | 01/15/2026 | 1.01 M | $50.90 M | -26.63% | 0.31% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 939.35 K | $47.27 M | -37.44% | 0.29% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 916.34 K | $46.11 M | -4.69% | 0.28% |
| JPMORGAN CHASE & CO | 02/11/2026 | 906.70 K | $45.63 M | -95.53% | 0.28% |
| LUNT CAPITAL MANAGEMENT, INC. | 01/23/2026 | 892.87 K | $44.93 M | -0.10% | 0.27% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 864.48 K | $43.50 M | 19.57% | 0.27% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 847.38 K | $42.64 M | -0.20% | 0.26% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 830.83 K | $41.81 M | 5.18% | 0.26% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 828.75 K | $41.70 M | 19.26% | 0.26% |
| ALPHACORE CAPITAL LLC | 02/05/2026 | 788.72 K | $39.69 M | 100.00% | 0.24% |
| MCGUIRE INVESTMENT GROUP, LLC | 01/26/2026 | 786.57 K | $39.58 M | 27.83% | 0.24% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 761.79 K | $38.36 M | -1.86% | 0.23% |
| WEALTHCARE CAPITAL PARTNERS, LLC | 01/14/2026 | 725.81 K | $36.52 M | 10.74% | 0.22% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 02/06/2026 | 718.74 K | $36.17 M | 220.31% | 0.22% |
| MISSION WEALTH MANAGEMENT, LP | 02/05/2026 | 696.85 K | $35.07 M | -31.67% | 0.22% |
| STONEBRIDGE FINANCIAL GROUP, LLC | 01/21/2026 | 700.16 K | $35.23 M | -3.13% | 0.22% |
| AUSDAL FINANCIAL PARTNERS, INC. | 02/13/2026 | 664.70 K | $33.45 M | 18.01% | 0.21% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 02/13/2026 | 640.41 K | $32.23 M | -4.01% | 0.20% |
| ASSETMARK, INC | 01/23/2026 | 610.89 K | $30.74 M | -10.05% | 0.19% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 02/09/2026 | 601.56 K | $30.27 M | 13.24% | 0.19% |
| ENCOMPASS MORE ASSET MANAGEMENT | 02/03/2026 | 603.15 K | $30.35 M | -31.56% | 0.19% |
| HOLISTIC PLANNING, LLC | 02/02/2026 | 592.11 K | $29.80 M | -10.18% | 0.18% |
| CYPRESS CAPITAL, LLC | 02/06/2026 | 566.13 K | $28.49 M | 0.73% | 0.18% |
| CARMEL CAPITAL PARTNERS, LLC | 01/29/2026 | 555.34 K | $27.94 M | 2.82% | 0.17% |
| INSPIRE ADVISORS, LLC | 02/13/2026 | 548.21 K | $27.59 M | -9.95% | 0.17% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 520.23 K | $26.18 M | 20.03% | 0.16% |
| UHLMANN PRICE SECURITIES, LLC | 01/12/2026 | 465.26 K | $23.62 M | -8.63% | 0.14% |
| DISCIPLINA CAPITAL MANAGEMENT LLC | 02/11/2026 | 454.81 K | $22.89 M | -32.54% | 0.14% |
| LEO WEALTH, LLC | 01/21/2026 | 455.14 K | $23.02 M | -3.42% | 0.14% |
| TEAM FINANCIAL GROUP, LLC | 01/13/2026 | 454.43 K | $22.87 M | -4.75% | 0.14% |
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WisdomTree Floating Rate Treasury Fund institutional Ownership - FAQ's
During the previous two years, 623 institutional investors and hedge funds held shares of WisdomTree Floating Rate Treasury Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 16.65 M
LPL Financial LLC: 12.85 M
NewEdge Wealth, LLC: 8.33 M
CAPTRUST FINANCIAL ADVISORS: 7.2 M
UBS Group AG: 5.63 M
BIP Wealth, LLC: 5.31 M
38.36% of WisdomTree Floating Rate Treasury Fund stock is owned by institutional investors.
Institutional investors have bought a total of 162.95 M shares in the last 24 months. This purchase volume represents approximately $8.22 B in transactions.