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WisdomTree Floating Rate Treasury Fund

262 hedge funds and large institutions have $5.45B invested in WisdomTree Floating Rate Treasury Fund in 2022 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 94 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+114
Holders Change %
+77.03%
% of All Funds
4.43%
Holding in Top 10
48
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+200%
% of All Funds
0.81%
New
122
Increased
94
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
226
Selective Wealth Management
Virginia
$155K +$155K +3,084 New
US Bancorp
227
US Bancorp
Minnesota
$145K +$145K +2,873 New
BTI
228
Blue Trust Inc
Georgia
$142K +$142K +2,831 New
LWP
229
Lumature Wealth Partners
Georgia
$126K
CA
230
CoreCap Advisors
Michigan
$76K +$76K +1,506 New
CAL
231
Capital Analysts LLC
Pennsylvania
$66K +$66K +1,318 New
ACK
232
Andrew C. Karlinski
$65K +$65K +1,292 New
PFGIA
233
Patriot Financial Group Insurance Agency
Massachusetts
$55K -$2.55K -51 -4%
TFS
234
TrustCore Financial Services
Tennessee
$43K +$43K +849 New
Simplex Trading
235
Simplex Trading
Illinois
$40K +$25K +500 +167%
CG
236
Cutler Group
California
$37K
IFAM
237
Institutional & Family Asset Management
Colorado
$31K
WA
238
Win Advisors
Florida
$30K -$2.84M -56,884 -99%
CP
239
Castleview Partners
Texas
$28.8K +$28.8K +438 New
IA
240
IFP Advisors
Florida
$28K
APA
241
American Portfolios Advisors
New York
$23.2K -$4.73K -94 -17%
DWP
242
Destiny Wealth Partners
Florida
$23K
PP
243
PrairieView Partners
Minnesota
$23K +$23K +453 New
C
244
Covestor
United Kingdom
$22K +$22K +429 New
Fidelity Investments
245
Fidelity Investments
Massachusetts
$21K +$20K +392 +1,960%
PCFFS
246
Pacific Center for Financial Services
California
$21K +$21K +417 New
FMB
247
Field & Main Bank
Kentucky
$20K +$20K +398 New
PFA
248
Professional Financial Advisors
Nebraska
$18K +$18K +365 New
GEA
249
Glen Eagle Advisors
New Jersey
$16.4K
MA
250
MUFG Americas
New York
$14K +$14K +287 New