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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

389 hedge funds and large institutions have $11.1B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 174 increasing their positions, 126 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+41
Holders Change %
+11.78%
% of All Funds
6.23%
Holding in Top 10
74
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.13%
% of All Funds
1.18%
New
76
Increased
174
Reduced
126
Closed
29
Calls
$276K
Puts
–
Net Calls
+$276K
Net Calls Change
+$276K

Top Buyers

1
FCH
Freestone Capital Holdings
Washington
+$325M
2
Morgan Stanley
Morgan Stanley
New York
+$144M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$128M
4
Bank of America
Bank of America
North Carolina
+$104M
5
MWM
Mission Wealth Management
California
+$91.4M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
-$240M
2
WA
Win Advisors
Florida
-$77.3M
3
AWM
Aprio Wealth Management
Georgia
-$48.9M
4
TC
TownSquare Capital
Utah
-$40.1M
5
SEIA
Signature Estate & Investment Advisors
California
-$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
251
Teamwork Financial Advisors
Texas
$1.02M +$1.02M +20,196 New
CIAS
252
Capital Investment Advisory Services
North Carolina
$1.01M – – –
RWM
253
Revisor Wealth Management
Ohio
$1.01M +$1.01M +20,055 New
Corient Private Wealth
254
Corient Private Wealth
Florida
$1M -$213K -4,235 -17%
GFG
255
Goldstone Financial Group
Illinois
$983K +$983K +19,556 New
AFP
256
Ausdal Financial Partners
Iowa
$972K +$699K +13,914 +257%
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$966K +$711K +14,141 +279%
DAS
258
Dynamic Advisor Solutions
Arizona
$962K +$962K +19,138 New
DI
259
DFPG Investments
Utah
$957K -$82.7K -1,646 -8%
MMA
260
Miracle Mile Advisors
California
$955K -$8.78M -174,659 -90%
LMKC
261
L.M. Kohn & Company
Ohio
$884K +$884K +17,583 New
PPP
262
Private Portfolio Partners
New Jersey
$880K +$183K +3,633 +26%
AO
263
Advisor OS
Illinois
$864K -$238K -4,730 -22%
Susquehanna International Group
264
Susquehanna International Group
Pennsylvania
$856K +$856K +17,027 New
SW
265
SVB Wealth
Massachusetts
$841K -$1.22M -24,335 -59%
HCA
266
Harbour Capital Advisors
Virginia
$833K -$15.1K -300 -2%
UFA
267
US Financial Advisors
Massachusetts
$813K +$813K +16,170 New
HWM
268
Howard Wealth Management
Connecticut
$803K -$252K -5,020 -24%
VC
269
Vicus Capital
Pennsylvania
$769K +$144K +2,860 +23%
MCM
270
Morton Capital Management
California
$765K +$765K +15,214 New
WA
271
Win Advisors
Florida
$750K -$77.3M -800,752 -99%
AIP
272
Almanack Investment Partners
Pennsylvania
$744K +$744K +14,805 New
MAG
273
Members Advisory Group
New York
$727K -$24.8K -494 -3%
VCP
274
Verus Capital Partners
Arizona
$719K +$72.1K +1,435 +11%
DWM
275
Destination Wealth Management
California
$699K – – –
9 10
11
12 13