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WisdomTree Floating Rate Treasury Fund

485 hedge funds and large institutions have $11.4B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 184 increasing their positions, 220 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
-22
Holders Change %
-4.34%
% of All Funds
7.03%
Holding in Top 10
76
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.52%
% of All Funds
1.1%
New
48
Increased
184
Reduced
220
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FA
251
Fermata Advisors
California
$1.93M -$310K -6,168 -14%
GRP
252
Global Retirement Partners
California
$1.92M +$566K +11,249 +42%
EFG
253
Ehrlich Financial Group
California
$1.9M -$557K -11,067 -23%
AA
254
Addison Advisors
Vermont
$1.9M +$59.3K +1,179 +3%
WSWA
255
Warren Street Wealth Advisors
California
$1.89M +$555K +11,043 +42%
EWA
256
EP Wealth Advisors
California
$1.87M -$377K -7,504 -17%
CWP
257
Core Wealth Partners
California
$1.85M -$246K -4,895 -12%
JSL
258
JT Stratford LLC
Georgia
$1.84M -$855K -16,995 -32%
GC
259
Guidance Capital
Kentucky
$1.81M -$11.1K -220 -0.6%
UB
260
UMB Bank
Missouri
$1.77M -$1.27M -25,277 -42%
GWP
261
Gateway Wealth Partners
Wisconsin
$1.74M +$96.9K +1,926 +6%
FFS
262
Founders Financial Securities
Maryland
$1.69M -$4.48M -89,131 -73%
OMC
263
Old Mission Capital
Illinois
$1.68M -$1.25M -24,926 -43%
NA
264
Nottingham Advisors
New York
$1.65M -$9.49M -268,729 -85%
VWM
265
Venturi Wealth Management
Texas
$1.64M -$1.9M -37,832 -54%
CAG
266
Crestwood Advisors Group
Massachusetts
$1.64M +$247K +4,910 +18%
CA
267
CGN Advisors
Kansas
$1.59M -$141K -2,796 -8%
MWM
268
Modern Wealth Management
Kansas
$1.56M +$1.56M +31,010 New
MMA
269
Miracle Mile Advisors
California
$1.51M +$468K +9,297 +45%
CWA
270
Centennial Wealth Advisory
Michigan
$1.48M +$48K +955 +3%
CFA
271
Cahill Financial Advisors
Minnesota
$1.44M -$249K -4,960 -15%
VC
272
Vicus Capital
Pennsylvania
$1.42M -$35K -696 -2%
AWM
273
Aprio Wealth Management
Georgia
$1.42M -$5.62M -111,755 -80%
AC
274
Apella Capital
Connecticut
$1.38M -$50.2K -997 -4%
TNBTD
275
Trustmark National Bank Trust Department
Mississippi
$1.32M -$4.59M -91,366 -78%