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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

507 hedge funds and large institutions have $12.3B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 181 increasing their positions, 199 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+33
Holders Change %
+6.96%
% of All Funds
7.43%
Holding in Top 10
84
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.23%
New
96
Increased
181
Reduced
199
Closed
55
Calls
$980K
Puts
–
Net Calls
+$980K
Net Calls Change
-$746K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.15B
2
BW
BIP Wealth
Georgia
$286M
3
LPL Financial
LPL Financial
California
$636M
4
SEIA
Signature Estate & Investment Advisors
California
$113M
5
PAG
Private Advisor Group
New Jersey
$112M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$529M
2
3AM
3EDGE Asset Management
Florida
$0
3
HHGA
Halbert Hargrove Global Advisors
California
$0
4
Cerity Partners
Cerity Partners
New York
$6.69M
5
Bank of America
Bank of America
North Carolina
$1.34B
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
251
Security Financial Services
Indiana
$2.3M +$65.5K +1,304 +3%
DWMG
252
DB Wealth Management Group
California
$2.27M -$523K -10,413 -19%
MMM
253
Mendel Money Management
Illinois
$2.27M +$410K +8,153 +22%
EWA
254
EP Wealth Advisors
California
$2.25M -$132K -2,627 -6%
FA
255
Fermata Advisors
California
$2.24M +$163K +3,248 +8%
AFP
256
Ausdal Financial Partners
Iowa
$2.23M -$254K -5,059 -10%
VBFG
257
Vishria Bird Financial Group
Tennessee
$2.22M -$25.4K -505 -1%
Wealthfront Advisers
258
Wealthfront Advisers
California
$2.14M +$2.14M +42,619 New
CWP
259
Core Wealth Partners
California
$2.1M -$142K -2,827 -6%
GFG
260
Goldstone Financial Group
Illinois
$2.07M +$549K +10,927 +36%
NL
261
NWAM LLC
Washington
$2.04M -$297K -5,907 -13%
FZCM
262
Flynn Zito Capital Management
New York
$1.98M -$53.3K -1,060 -3%
AWM
263
Avaii Wealth Management
Wisconsin
$1.98M -$469K -9,342 -19%
HA
264
Herold Advisors
New York
$1.96M +$272K +5,415 +16%
BRWA
265
B. Riley Wealth Advisors
Florida
$1.95M -$547K -10,893 -22%
SFS
266
Sowell Financial Services
Arkansas
$1.92M +$189K +3,759 +11%
AAS
267
Ameritas Advisory Services
Nebraska
$1.91M -$4.24M -84,101 -69%
SHJ
268
Sharkey, Howes & Javer
Colorado
$1.87M -$110K -2,196 -6%
AA
269
Addison Advisors
Vermont
$1.84M +$5.28K +105 +0.3%
GC
270
Guidance Capital
Kentucky
$1.82M +$53K +1,055 +3%
SFC
271
Strategic Financial Concepts
Texas
$1.81M -$1.52M -30,178 -46%
B
272
Bridgeworth
Alabama
$1.8M -$94.8K -1,887 -5%
PFS
273
Prospera Financial Services
Texas
$1.79M -$84.6K -1,684 -5%
TFA
274
Teamwork Financial Advisors
Texas
$1.75M +$314K +6,245 +22%
CA
275
CGN Advisors
Kansas
$1.73M -$180K -3,578 -9%
9 10
11
12 13