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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

348 hedge funds and large institutions have $9.81B invested in WisdomTree Floating Rate Treasury Fund in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 154 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+63
Holders Change %
+22.11%
% of All Funds
5.61%
Holding in Top 10
78
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+36.84%
% of All Funds
1.26%
New
101
Increased
154
Reduced
80
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.55B
2
STA
Summit Trail Advisors
New York
$998M
3
Morgan Stanley
Morgan Stanley
New York
$949M
4
RBA
Richard Bernstein Advisors
New York
$391M
5
FCH
Freestone Capital Holdings
Washington
$127M

Top Sellers

1
VWM
Venturi Wealth Management
Texas
$20M
2
C
Certuity
Florida
$53.5M
3
Truist Financial
Truist Financial
North Carolina
$2.28M
4
JWM
Jackson Wealth Management
Florida
$0
5
TJHA
Thomas J. Herzfeld Advisors
Florida
$7.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
251
Mutual Advisors
Nebraska
$572K +$572K +11,374 New
UWM
252
USAdvisors Wealth Management
Minnesota
$570K +$570K +11,334 New
AF
253
Apexium Financial
Texas
$556K -$17.9K -356 -3%
VIM
254
Vista Investment Management
Pennsylvania
$541K -$193K -3,835 -26%
SC
255
Savant Capital
Illinois
$540K -$52.7K -1,048 -9%
JCIA
256
Jackson Creek Investment Advisors
Colorado
$521K +$521K +10,358 New
RIA
257
Regal Investment Advisors
Michigan
$519K +$519K +10,326 New
LA
258
Latitude Advisors
Florida
$519K +$519K +10,319 New
ACM
259
Absolute Capital Management
Pennsylvania
$518K -$3.81M -75,883 -88%
IA
260
Insight Advisors
Pennsylvania
$511K +$10.8K +214 +2%
TA
261
Tiedemann Advisors
New York
$503K +$503K +10,000 New
Vontobel Holding
262
Vontobel Holding
Switzerland
$501K – – –
CCG
263
Cypress Capital Group
Florida
$500K +$82.7K +1,645 +20%
US Bancorp
264
US Bancorp
Minnesota
$492K +$347K +6,906 +240%
CCA
265
Cobblestone Capital Advisors
New York
$487K +$487K +9,696 New
HCA
266
Heck Capital Advisors
Wisconsin
$470K +$704 +14 +0.2%
IHL
267
Investment House LLC
California
$457K -$59.9K -1,192 -12%
VWA
268
VERITY Wealth Advisors
United States
$452K +$1.46K +29 +0.3%
OCM
269
One Capital Management
California
$430K +$430K +8,553 New
FAIM
270
Financial Advocates Investment Management
Washington
$430K +$4.88K +97 +1%
AWS
271
Atria Wealth Solutions
New York
$423K -$291K -5,796 -41%
NA
272
Nottingham Advisors
New York
$421K +$1.06K +21 +0.3%
ACM
273
Advisors Capital Management
New Jersey
$416K -$54.1K -1,078 -12%
RJT
274
Raymond James Trust
Florida
$402K +$96.6K +1,925 +32%
EWA
275
EP Wealth Advisors
California
$374K +$374K +7,431 New
9 10
11
12 13