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WisdomTree Floating Rate Treasury Fund

485 hedge funds and large institutions have $11.4B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 184 increasing their positions, 220 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
-22
Holders Change %
-4.34%
% of All Funds
7.03%
Holding in Top 10
76
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.52%
% of All Funds
1.1%
New
48
Increased
184
Reduced
220
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
226
Brinker Capital Investments
Pennsylvania
$2.53M -$437K -8,688 -15%
Wealthfront Advisers
227
Wealthfront Advisers
California
$2.51M +$370K +7,352 +17%
MG
228
Mather Group
Illinois
$2.5M
BRWA
229
B. Riley Wealth Advisors
Florida
$2.5M +$548K +10,893 +28%
EFS
230
Essex Financial Services
Connecticut
$2.48M -$2.6M -51,724 -51%
AWM
231
Avaii Wealth Management
Wisconsin
$2.48M +$499K +9,913 +25%
EFG
232
Embree Financial Group
Illinois
$2.47M -$157K -3,123 -6%
WP
233
WealthShield Partners
North Carolina
$2.45M +$724K +14,390 +42%
HA
234
Herold Advisors
New York
$2.41M +$444K +8,830 +23%
ASN
235
Advisory Services Network
Georgia
$2.41M -$513K -10,193 -18%
IWP
236
Invenio Wealth Partners
Florida
$2.35M -$691K -13,731 -23%
SFS
237
Security Financial Services
Indiana
$2.32M +$11.2K +223 +0.5%
UFA
238
US Financial Advisors
Massachusetts
$2.31M -$865K -17,207 -27%
PTC
239
Private Trust Company
Ohio
$2.3M +$902K +17,934 +64%
SAM
240
Smartleaf Asset Management
Massachusetts
$2.29M -$434K -8,641 -16%
VBFG
241
Vishria Bird Financial Group
Tennessee
$2.24M +$9.81K +195 +0.4%
WP
242
Westmount Partners
California
$2.21M -$349K -6,938 -14%
SWM
243
Segment Wealth Management
Texas
$2.16M -$412K -8,190 -16%
FZCM
244
Flynn Zito Capital Management
New York
$2.05M +$65.6K +1,305 +3%
IAN
245
Integrated Advisors Network
Texas
$2.05M -$501K -9,967 -20%
SFS
246
Sowell Financial Services
Arkansas
$2.05M +$126K +2,505 +7%
WIM
247
WealthPlan Investment Management
Nebraska
$1.99M -$1.03M -20,535 -34%
HPC
248
Hobart Private Capital
North Carolina
$1.96M -$6.01M -119,597 -75%
HI
249
Harbour Investments
Wisconsin
$1.94M -$1.23M -24,367 -39%
WCFA
250
Walkner Condon Financial Advisors
Wisconsin
$1.93M -$793K -15,767 -29%