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WisdomTree Floating Rate Treasury Fund

439 hedge funds and large institutions have $12.2B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 183 increasing their positions, 168 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+50
Holders Change %
+12.85%
% of All Funds
6.92%
Holding in Top 10
78
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.41%
% of All Funds
1.23%
New
70
Increased
183
Reduced
168
Closed
18
Calls
$297K
Puts
Net Calls
+$297K
Net Calls Change
+$21K
Name Holding Trade Value Shares
Change
Shares
Change %
MTC
251
Matrix Trust Company
Colorado
$1.42M -$755 -15 -0.1%
SFS
252
Sowell Financial Services
Arkansas
$1.4M -$108K -2,137 -7%
GFG
253
Goldstone Financial Group
Illinois
$1.38M +$393K +7,815 +40%
CHJWM
254
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.32M -$80.6K -1,599 -6%
HCA
255
Harbour Capital Advisors
Virginia
$1.27M +$437K +8,675 +52%
FW
256
FirstPurpose Wealth
Utah
$1.27M -$263K -5,227 -17%
PTC
257
Private Trust Company
Ohio
$1.27M -$18.5K -368 -1%
AWM
258
Aprio Wealth Management
Georgia
$1.2M -$1.22M -24,259 -50%
HA
259
Herold Advisors
New York
$1.19M +$847K +16,839 +244%
PGWM
260
Parisi Gray Wealth Management
New Jersey
$1.18M +$111K +2,202 +10%
CAL
261
Capital Advisors Ltd
Ohio
$1.18M -$249K -4,951 -17%
AWM
262
Avaii Wealth Management
Wisconsin
$1.17M +$1.17M +23,311 New
OMC
263
Old Mission Capital
Illinois
$1.15M -$6.68M -132,791 -85%
MAG
264
Mayfair Advisory Group
Alabama
$1.12M -$59.7K -1,185 -5%
KWM
265
Keebeck Wealth Management
Illinois
$1.12M +$85.5K +1,700 +8%
FTUS
266
Flow Traders U.S.
New York
$1.11M +$1.11M +22,134 New
GWP
267
Gateway Wealth Partners
Wisconsin
$1.11M +$1.11M +22,129 New
HW
268
Hedeker Wealth
Illinois
$1.11M -$1.25M -24,773 -53%
VC
269
Vicus Capital
Pennsylvania
$1.07M +$299K +5,943 +39%
CIAS
270
Capital Investment Advisory Services
North Carolina
$1.07M +$56.3K +1,119 +6%
FPB
271
First PREMIER Bank
South Dakota
$1.06M -$136K -2,696 -11%
AC
272
AlphaCore Capital
California
$1.01M +$1.01M +20,000 New
Northern Trust
273
Northern Trust
Illinois
$1M +$1M +19,953 New
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$1M +$832K +16,533 +487%
WWM
275
Western Wealth Management
Colorado
$963K +$650K +12,922 +208%