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WisdomTree Floating Rate Treasury Fund

507 hedge funds and large institutions have $11.3B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 200 increasing their positions, 199 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+22
Holders Change %
+4.54%
% of All Funds
7.37%
Holding in Top 10
74
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.63%
% of All Funds
1.08%
New
64
Increased
200
Reduced
199
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
251
Annex Advisory Services
Wisconsin
$2.02M +$2.02M +40,213 New
SFC
252
Strategic Financial Concepts
Texas
$1.98M +$1.74M +437,239 +732%
TNBTD
253
Trustmark National Bank Trust Department
Mississippi
$1.96M +$638K +12,685 +48%
SWA
254
Stratos Wealth Advisors
Ohio
$1.95M +$1.95M +38,713 New
JSL
255
JT Stratford LLC
Georgia
$1.91M +$68.3K +1,358 +4%
CFA
256
Cahill Financial Advisors
Minnesota
$1.91M +$472K +9,382 +33%
AA
257
Addison Advisors
Vermont
$1.9M +$6.69K +133 +0.4%
IAN
258
Integrated Advisors Network
Texas
$1.88M -$171K -3,393 -8%
GWP
259
Gateway Wealth Partners
Wisconsin
$1.79M +$48.5K +964 +3%
SC
260
Savant Capital
Illinois
$1.78M +$1.41M +28,052 +384%
UB
261
UMB Bank
Missouri
$1.76M -$6.94K -138 -0.4%
MWM
262
Modern Wealth Management
Kansas
$1.74M +$179K +3,550 +11%
EWA
263
EP Wealth Advisors
California
$1.73M -$146K -2,907 -8%
WMG
264
WESCAP Management Group
California
$1.72M +$1.72M +34,209 New
HI
265
Harbour Investments
Wisconsin
$1.72M -$223K -4,437 -11%
MG
266
Mather Group
Illinois
$1.69M -$807K -16,055 -32%
GC
267
Guidance Capital
Kentucky
$1.69M -$113K -2,248 -6%
MTC
268
Matrix Trust Company
Colorado
$1.67M +$558K +11,085 +50%
NA
269
Nottingham Advisors
New York
$1.66M -$687K -13,661 -29%
CWP
270
Core Wealth Partners
California
$1.65M -$203K -4,032 -11%
BRWA
271
B. Riley Wealth Advisors
Florida
$1.65M -$849K -16,869 -34%
EFG
272
Ehrlich Financial Group
California
$1.63M -$264K -5,247 -14%
WP
273
WealthShield Partners
North Carolina
$1.59M -$853K -16,950 -35%
LWAM
274
Legacy Wealth Asset Management
Minnesota
$1.58M +$308K +6,124 +24%
CWA
275
Centennial Wealth Advisory
Michigan
$1.58M +$99K +1,967 +7%