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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

285 hedge funds and large institutions have $7.17B invested in WisdomTree Floating Rate Treasury Fund in 2022 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 132 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+23
Holders Change %
+8.78%
% of All Funds
4.93%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
0.99%
New
61
Increased
132
Reduced
74
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
STA
Summit Trail Advisors
New York
$727M
2
Morgan Stanley
Morgan Stanley
New York
$717M
3
Ameriprise
Ameriprise
Minnesota
$391M
4
Bank of America
Bank of America
North Carolina
$983M
5
LPL Financial
LPL Financial
California
$306M

Top Sellers

1
RBA
Richard Bernstein Advisors
New York
$173M
2
3AM
3EDGE Asset Management
Florida
$465M
3
II
Inspire Investing
Idaho
$47.9M
4
PPW
Pasadena Private Wealth
California
$0
5
Citadel Advisors
Citadel Advisors
Florida
$707K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
276
Fidelity Investments
Massachusetts
$13K -$7.14K -146 -35%
SWM
277
Spire Wealth Management
Virginia
$13K +$49 +1 +0.4%
LWP
278
Laurel Wealth Planning
Minnesota
$10K -$8.04M -160,706 -100%
IAMOG
279
Investors Asset Management of Georgia
Georgia
$10K – – –
PB
280
Pinnacle Bancorp
Nebraska
$10K +$10K +206 New
BA
281
Bellwether Advisors
Nebraska
$10K +$10K +210 New
TAM
282
Tucker Asset Management
Colorado
$6.38K – – –
PA
283
Parallel Advisors
California
$4K +$2.23K +44 +126%
MA
284
MCF Advisors
Kentucky
$1K – – –
PPW
285
Pasadena Private Wealth
California
– -$30.7M -610,190 Closed
PWAG
286
Polaris Wealth Advisory Group
California
– -$9.44M -187,568 Closed
SAM
287
Synergy Asset Management
Washington
– -$7.52M -149,432 Closed
NFG
288
Nations Financial Group
Iowa
– -$6.55M -130,152 Closed
AAS
289
Ameritas Advisory Services
Nebraska
– -$6.12M -121,614 Closed
5SA
290
5th Street Advisors
Connecticut
– -$5.89M -116,969 Closed
SCP
291
Syntal Capital Partners
Texas
– -$5.21M -103,598 Closed
DADC
292
D.A. Davidson & Co
Montana
– -$3.38M -67,228 Closed
Allianz Asset Management
293
Allianz Asset Management
Germany
– -$2.19M -43,440 Closed
AIP
294
Almanack Investment Partners
Pennsylvania
– -$1.25M -24,890 Closed
AI
295
Atria Investments
North Carolina
– -$1.13M -22,412 Closed
SSCA
296
South Shore Capital Advisors
Massachusetts
– -$1.01M -20,000 Closed
PTC
297
Private Trust Company
Ohio
– -$754K -14,979 Closed
SKK
298
Shepherd Kaplan Krochuk
Massachusetts
– -$669K -13,294 Closed
CAP
299
Columbia Advisory Partners
Washington
– -$604K -12,007 Closed
SW
300
SVB Wealth
Massachusetts
– -$416K -8,275 Closed
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