USFR icon

WisdomTree Floating Rate Treasury Fund

285 hedge funds and large institutions have $7.17B invested in WisdomTree Floating Rate Treasury Fund in 2022 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 132 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+23
Holders Change %
+8.78%
% of All Funds
4.93%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
0.99%
New
61
Increased
132
Reduced
74
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Jane Street
251
Jane Street
New York
$213K +$213K +4,239 New
WMA
252
Wealth Management Associates
New Jersey
$211K +$50 +1 +0%
PWM
253
Perigon Wealth Management
California
$209K +$209K +4,166 New
LFA
254
Legend Financial Advisors
Pennsylvania
$175K +$175K +3,485 New
S
255
Surevest
California
$170K
WWM
256
Wolff Wiese Magana
California
$164K -$272K -5,402 -62%
SWM
257
Selective Wealth Management
Virginia
$155K
US Bancorp
258
US Bancorp
Minnesota
$144K
LWP
259
Lumature Wealth Partners
Georgia
$126K
PNC Financial Services Group
260
PNC Financial Services Group
Pennsylvania
$98K +$98K +1,954 New
BHWM
261
Beaird Harris Wealth Management
Texas
$49K +$49K +975 New
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$46K +$46K +906 New
ACK
263
Andrew C. Karlinski
$39K -$25.7K -513 -40%
HGERS
264
Householder Group Estate & Retirement Specialist
Arizona
$30K +$30K +606 New
APS
265
American Planning Services
Florida
$25.2K -$6.67M -132,589 -100%
APA
266
American Portfolios Advisors
New York
$23.1K
DWP
267
Destiny Wealth Partners
Florida
$23K
ADL
268
Asset Dedication LLC
California
$22K +$22K +428 New
BFEC
269
Benjamin F. Edwards & Company
Missouri
$21K +$21K +415 New
PFA
270
Professional Financial Advisors
Nebraska
$18K +$98 +2 +0.5%
C
271
Covestor
United Kingdom
$17K -$4.64K -92 -21%
GEA
272
Glen Eagle Advisors
New Jersey
$16.1K -$251 -5 -2%
CFD
273
Creative Financial Designs
Indiana
$16K +$16K +324 New
MA
274
MUFG Americas
New York
$14K
IFAM
275
Institutional & Family Asset Management
Colorado
$13K -$17.8K -355 -58%