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WisdomTree Floating Rate Treasury Fund

285 hedge funds and large institutions have $7.17B invested in WisdomTree Floating Rate Treasury Fund in 2022 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 132 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+23
Holders Change %
+8.78%
% of All Funds
4.93%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
0.99%
New
61
Increased
132
Reduced
74
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MAG
226
Mayfair Advisory Group
Alabama
$412K -$151 -3 -0%
PPP
227
Private Portfolio Partners
New Jersey
$383K +$383K +7,626 New
VBFP
228
Valtinson Bruner Financial Planning
Minnesota
$379K -$20K -398 -5%
PA
229
PFG Advisors
Arizona
$363K +$363K +7,223 New
NWM
230
Northwest Wealth Management
Iowa
$340K +$1.96K +39 +0.6%
Comerica Bank
231
Comerica Bank
Texas
$338K +$338K +6,699 New
TF
232
Trek Financial
Arizona
$327K +$41K +815 +14%
RC
233
RegentAtlantic Capital
New Jersey
$323K -$46.3K -922 -13%
BIA
234
Barry Investment Advisors
Massachusetts
$321K -$133K -2,658 -29%
RJT
235
Raymond James Trust
Florida
$306K -$3.17K -63 -1%
BTI
236
Blue Trust Inc
Georgia
$300K +$158K +3,135 +111%
TW
237
TrinityPoint Wealth
Connecticut
$296K -$294K -5,834 -50%
NC
238
NewSquare Capital
Pennsylvania
$290K +$9.57K +190 +3%
PA
239
Pinnacle Associates
New York
$290K +$13.5K +268 +5%
PWMAG
240
Pinnacle Wealth Management Advisory Group
New Jersey
$290K +$13.5K +268 +5%
VCM
241
Virtue Capital Management
Tennessee
$271K
PA
242
Procyon Advisors
Connecticut
$269K +$44.4K +883 +20%
GM
243
GeoWealth Management
Illinois
$259K +$259K +5,154 New
IWN
244
Independent Wealth Network
Iowa
$250K +$19.9K +396 +9%
FSA
245
Financial Sense Advisors
California
$247K +$247K +4,911 New
BOM
246
Bank of Marin
California
$238K
ETC
247
Exchange Traded Concepts
Oklahoma
$231K +$231K +4,601 New
CFGS
248
Concourse Financial Group Securities
Alabama
$230K +$230K +4,575 New
S
249
SignatureFD
Georgia
$222K +$215K +4,289 +3,201%
SFP
250
Strategic Financial Partners
Oregon
$220K +$220K +4,373 New