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WisdomTree Floating Rate Treasury Fund

507 hedge funds and large institutions have $10.3B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 199 increasing their positions, 213 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
Holders Change %
0%
% of All Funds
7.33%
Holding in Top 10
68
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.11%
% of All Funds
0.98%
New
57
Increased
199
Reduced
213
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
226
J.W. Cole Advisors
Florida
$2.56M -$7.75M -154,261 -75%
GWA
227
GGM Wealth Advisors
Maryland
$2.56M -$72.2K -1,438 -3%
RL
228
Retireful LLC
Michigan
$2.5M -$379K -7,545 -13%
MWAM
229
Manhattan West Asset Management
California
$2.5M +$48.5K +966 +2%
ASN
230
Advisory Services Network
Georgia
$2.45M
SFS
231
Sowell Financial Services
Arkansas
$2.42M +$367K +7,306 +18%
FHC
232
First Heartland Consultants
Missouri
$2.41M -$2.89M -57,467 -55%
AI
233
Atria Investments
North Carolina
$2.4M -$355K -7,059 -13%
SAM
234
Smartleaf Asset Management
Massachusetts
$2.35M +$70.3K +1,399 +3%
SF
235
Summit Financial
New Jersey
$2.29M +$121K +2,414 +6%
TFA
236
Transamerica Financial Advisors
Florida
$2.29M +$1.33M +26,502 +139%
PPWP
237
Premier Path Wealth Partners
New Jersey
$2.24M +$5.63K +112 +0.3%
SFS
238
Security Financial Services
Indiana
$2.22M +$165K +3,286 +8%
VBFG
239
Vishria Bird Financial Group
Tennessee
$2.21M -$12.3K -245 -0.6%
NWM
240
Napa Wealth Management
California
$2.21M -$20.1M -399,752 -90%
CPA
241
Clear Point Advisors
New York
$2.18M +$3.01K +60 +0.1%
WP
242
Westmount Partners
California
$2.17M +$16.6K +330 +0.8%
JSL
243
JT Stratford LLC
Georgia
$2.1M +$191K +3,794 +10%
EFG
244
Embree Financial Group
Illinois
$2.07M -$120K -2,392 -5%
CFA
245
Cahill Financial Advisors
Minnesota
$2.04M +$135K +2,694 +7%
SWA
246
Stratos Wealth Advisors
Ohio
$1.98M +$31.7K +631 +2%
AA
247
Addison Advisors
Vermont
$1.93M +$30K +597 +2%
MWM
248
Modern Wealth Management
Kansas
$1.93M +$192K +3,826 +11%
EP
249
Edgestream Partners
New Jersey
$1.93M -$94K -1,872 -5%
WP
250
WealthShield Partners
North Carolina
$1.91M +$318K +6,333 +20%