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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

559 hedge funds and large institutions have $10.5B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 221 increasing their positions, 195 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+52
Holders Change %
+10.26%
% of All Funds
7.44%
Holding in Top 10
87
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+27.94%
% of All Funds
1.16%
New
100
Increased
221
Reduced
195
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
STA
Summit Trail Advisors
New York
+$209M
2
HHGA
Halbert Hargrove Global Advisors
California
+$95.9M
3
Lido Advisors
Lido Advisors
California
+$75.4M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$45.6M
5
MTC
Matrix Trust Company
Colorado
+$35.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$479M
2
AAS
Annex Advisory Services
Wisconsin
-$176M
3
First Trust Advisors
First Trust Advisors
Illinois
-$68.2M
4
Ameriprise
Ameriprise
Minnesota
-$26.2M
5
C
Certuity
Florida
-$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
251
First Financial Group
North Carolina
$2.51M +$2.51M +49,788 New
PFA
252
Professional Financial Advisors
Nebraska
$2.49M +$874K +17,378 +54%
AI
253
Atria Investments
North Carolina
$2.47M +$60.2K +1,196 +3%
SFS
254
Security Financial Services
Indiana
$2.37M +$149K +2,963 +7%
FAIM
255
Financial Advocates Investment Management
Washington
$2.35M +$1.07M +21,320 +84%
GAA
256
Global Assets Advisory
Florida
$2.34M +$647K +12,856 +38%
SAM
257
Smartleaf Asset Management
Massachusetts
$2.33M -$23.2K -461 -1%
GWA
258
GGM Wealth Advisors
Maryland
$2.33M -$235K -4,679 -9%
TFA
259
Transamerica Financial Advisors
Florida
$2.27M -$22.9K -455 -1%
WP
260
WealthShield Partners
North Carolina
$2.25M +$341K +6,771 +18%
PA
261
Pinnacle Associates
New York
$2.25M +$1.93M +38,286 +603%
PPWP
262
Premier Path Wealth Partners
New Jersey
$2.24M +$1.76K +35 +0.1%
OC
263
Optima Capital
Oregon
$2.23M +$2.23M +44,313 New
VBFG
264
Vishria Bird Financial Group
Tennessee
$2.22M -$1.81K -36 -0.1%
TNBTD
265
Trustmark National Bank Trust Department
Mississippi
$2.21M +$368K +7,305 +20%
WP
266
Westmount Partners
California
$2.21M +$30.1K +599 +1%
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$2.19M -$15.8M -314,582 -88%
JSL
268
JT Stratford LLC
Georgia
$2.18M +$76.1K +1,513 +4%
TSS
269
Two Sigma Securities
New York
$2.15M -$2.33M -46,284 -52%
SWA
270
Stratos Wealth Advisors
Ohio
$2.15M +$168K +3,341 +8%
SFC
271
Strategic Financial Concepts
Texas
$2.13M +$1.9M +37,811 +855%
GWSA
272
Global Wealth Strategies & Associates
Colorado
$2.1M -$5.27M -104,640 -71%
PFA
273
Portland Financial Advisors
New York
$2.08M +$2.08M +41,394 New
PA
274
PFG Advisors
Arizona
$2.07M +$1.06M +21,063 +105%
CFA
275
Cahill Financial Advisors
Minnesota
$1.99M -$51.8K -1,030 -3%
9 10
11
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