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WisdomTree Floating Rate Treasury Fund

507 hedge funds and large institutions have $11.3B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 200 increasing their positions, 199 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+22
Holders Change %
+4.54%
% of All Funds
7.37%
Holding in Top 10
74
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.63%
% of All Funds
1.08%
New
64
Increased
200
Reduced
199
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
226
Truist Financial
North Carolina
$2.55M -$1.29M -25,736 -34%
PTC
227
Private Trust Company
Ohio
$2.53M +$221K +4,387 +10%
AA
228
Aire Advisors
California
$2.5M +$2.5M +49,636 New
MWAM
229
Manhattan West Asset Management
California
$2.45M -$4.61M -91,568 -65%
ASN
230
Advisory Services Network
Georgia
$2.45M +$40.5K +806 +2%
GSC
231
G&S Capital
Colorado
$2.45M -$225K -4,461 -8%
TI
232
Tidal Investments
Wisconsin
$2.44M -$114K -2,257 -4%
MMM
233
Mendel Money Management
Illinois
$2.32M -$218K -4,332 -9%
SAM
234
Smartleaf Asset Management
Massachusetts
$2.28M -$14.5K -289 -0.6%
PPWP
235
Premier Path Wealth Partners
New Jersey
$2.23M +$2.23M +44,397 New
VBFG
236
Vishria Bird Financial Group
Tennessee
$2.23M -$7.09K -141 -0.3%
EFG
237
Embree Financial Group
Illinois
$2.2M -$273K -5,436 -11%
Susquehanna International Group
238
Susquehanna International Group
Pennsylvania
$2.18M -$18.9M -376,496 -90%
CPA
239
Clear Point Advisors
New York
$2.18M +$967K +19,224 +80%
SF
240
Summit Financial
New Jersey
$2.17M +$2.17M +43,209 New
PFA
241
Professional Financial Advisors
Nebraska
$2.17M -$450K -8,952 -17%
WP
242
Westmount Partners
California
$2.16M -$56.7K -1,127 -3%
SWM
243
Segment Wealth Management
Texas
$2.16M
WCFA
244
Walkner Condon Financial Advisors
Wisconsin
$2.1M +$167K +3,311 +9%
AWM
245
Avaii Wealth Management
Wisconsin
$2.09M -$385K -7,647 -16%
SFS
246
Security Financial Services
Indiana
$2.06M -$262K -5,213 -11%
SFS
247
Sowell Financial Services
Arkansas
$2.05M +$5.53K +110 +0.3%
FA
248
Fermata Advisors
California
$2.04M +$112K +2,222 +6%
EFS
249
Essex Financial Services
Connecticut
$2.03M -$448K -8,906 -18%
EP
250
Edgestream Partners
New Jersey
$2.03M +$2.03M +40,255 New