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WisdomTree Floating Rate Treasury Fund

390 hedge funds and large institutions have $11.2B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 174 increasing their positions, 126 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 29

38% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 126

14% more capital invested

Capital invested by funds: $9.81B → $11.2B (+$1.34B)

12% more funds holding

Funds holding: 348390 (+42)

4.51% less ownership

Funds ownership: 77.11%72.61% (-4.5%)

5% less funds holding in top 10

Funds holding in top 10: 7874 (-4)

Holders
390
Holders Change
+42
Holders Change %
+12.07%
% of All Funds
6.22%
Holding in Top 10
74
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.13%
% of All Funds
1.18%
New
77
Increased
174
Reduced
126
Closed
29
Calls
$276K
Puts
Net Calls
+$276K
Net Calls Change
+$276K
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
226
Truist Financial
North Carolina
$1.54M -$744K -14,788 -33%
FW
227
FirstPurpose Wealth
Utah
$1.53M -$882K -17,520 -37%
B
228
Bridgeworth
Alabama
$1.51M -$47.1K -935 -3%
SFS
229
Sowell Financial Services
Arkansas
$1.5M +$172K +3,417 +13%
FSA
230
Financial Sense Advisors
California
$1.49M -$24.7M -491,079 -94%
CAL
231
Capital Advisors Ltd
Ohio
$1.43M -$236K -4,684 -14%
MTC
232
Matrix Trust Company
Colorado
$1.42M +$129K +2,556 +10%
CHJWM
233
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.4M +$32.8K +652 +2%
AWE
234
Avidian Wealth Enterprises
Texas
$1.32M +$1.32M +26,307 New
PFS
235
Prospera Financial Services
Texas
$1.3M +$439K +8,725 +51%
PTC
236
Private Trust Company
Ohio
$1.29M +$291K +5,788 +29%
CP
237
Castleview Partners
Texas
$1.27M +$123K +2,452 +11%
SIA
238
SkyView Investment Advisors
New Jersey
$1.26M -$3.79M -75,352 -75%
PMG
239
ProVise Management Group
Florida
$1.22M -$42.4K -842 -3%
FPB
240
First PREMIER Bank
South Dakota
$1.19M +$902K +17,914 +310%
MAG
241
Mayfair Advisory Group
Alabama
$1.18M +$15.7K +312 +1%
SFG
242
StrategIQ Financial Group
Indiana
$1.14M +$1.14M +22,691 New
CA
243
CGN Advisors
Kansas
$1.14M -$50K -994 -4%
Creative Planning
244
Creative Planning
Kansas
$1.13M -$364K -7,230 -24%
WCFA
245
Walkner Condon Financial Advisors
Wisconsin
$1.12M +$1.12M +22,297 New
NW
246
NewEdge Wealth
Pennsylvania
$1.1M +$93.4K +1,855 +9%
PGWM
247
Parisi Gray Wealth Management
New Jersey
$1.07M +$1.08M +21,363 New
Fiera Capital (Canada)
248
Fiera Capital (Canada)
Quebec, Canada
$1.06M +$1.07M +21,164 New
KWM
249
Keebeck Wealth Management
Illinois
$1.03M -$220K -4,370 -18%
BPA
250
Beacon Pointe Advisors
California
$1.02M -$247K -4,900 -19%