WisdomTree Floating Rate Treasury Fund
USFR
USFR
559 hedge funds and large institutions have $10.5B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 221 increasing their positions, 195 reducing their positions, and 37 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+52
Holders Change %
+10.26%
% of All Funds
7.44%
Holding in Top 10
87
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+27.94%
% of All Funds
1.16%
New
100
Increased
221
Reduced
195
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
STA
Summit Trail Advisors
New York
|
+$209M |
| 2 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$95.9M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$75.4M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$45.6M |
| 5 |
MTC
Matrix Trust Company
Denver,
Colorado
|
+$35.5M |
Top Sellers
| 1 |
JPMorgan Chase & Co
New York
|
-$479M |
| 2 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
-$176M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$68.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$26.2M |
| 5 |
C
Certuity
North Palm Beach,
Florida
|
-$24.5M |
