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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

348 hedge funds and large institutions have $9.81B invested in WisdomTree Floating Rate Treasury Fund in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 154 increasing their positions, 80 reducing their positions, and 31 closing their positions.

Holders
348
Holders Change
+63
Holders Change %
+22.11%
% of All Funds
5.61%
Holding in Top 10
78
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+36.84%
% of All Funds
1.26%
New
101
Increased
154
Reduced
80
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.55B
2
STA
2
Summit Trail Advisors
New York
$998M
3
Morgan Stanley
3
Morgan Stanley
New York
$949M
4
RBA
4
Richard Bernstein Advisors
New York
$391M
5
FCH
5
Freestone Capital Holdings
Washington
$127M

Top Sellers

1
VWM
1
Venturi Wealth Management
Texas
$20M
2
C
2
Certuity
Florida
$53.5M
3
Truist Financial
3
Truist Financial
North Carolina
$2.28M
4
JWM
4
Jackson Wealth Management
Florida
$0
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$7.75M
Name Market Value Shares Shares
Change 		Shares
Change %
LWAM
276
Legacy Wealth Asset Management
Minnesota
$371K 7,381 +7,381 New
VBFP
277
Valtinson Bruner Financial Planning
Minnesota
$364K 7,222 -309 -4%
PSCM
278
Per Stirling Capital Management
Texas
$358K 7,130 +7,130 New
OC
279
Oarsman Capital
Wisconsin
$347K 6,893 -20,743 -75%
CWA
280
Clearview Wealth Advisors
Oregon
$345K 6,854 -2,474 -27%
S
281
SignatureFD
Georgia
$333K 6,633 +2,210 +50%
AC
282
ASB Consultores
Florida
$327K 6,510 +6,510 New
SFP
283
Strategic Financial Partners
Oregon
$321K 6,376 +2,003 +46%
TF
284
Trek Financial
Arizona
$319K 6,343 -158 -2%
Comerica Bank
285
Comerica Bank
Texas
$313K 6,223 -476 -7%
PA
286
Pinnacle Associates
New York
$301K 5,995 +226 +4%
PWMAG
287
Pinnacle Wealth Management Advisory Group
New Jersey
$301K 5,995 +226 +4%
NC
288
NewSquare Capital
Pennsylvania
$299K 5,955 +195 +3%
W
289
Wealthquest
Ohio
$296K 5,891 +5,891 New
FPB
290
First PREMIER Bank
South Dakota
$290K 5,770 +5,770 New
AWA
291
Arkadios Wealth Advisors
Georgia
$288K 5,734 +5,734 New
BWM
292
Bulltick Wealth Management
Florida
$287K 5,705 +5,705 New
EWM
293
Elmwood Wealth Management
California
$276K 5,500 +5,500 New
NWM
294
Northwest Wealth Management
Iowa
$276K 5,494 -1,264 -19%
HA
295
Herold Advisors
New York
$273K 5,430 +5,430 New
AFP
296
Ausdal Financial Partners
Iowa
$273K 5,421 +5,421 New
MC
297
Moors & Cabot
Massachusetts
$272K 5,410 +5,410 New
PWM
298
Perigon Wealth Management
California
$266K 5,298 +1,132 +27%
BOM
299
Bank of Marin
California
$262K 5,215 +485 +10%
Fifth Third Bancorp
300
Fifth Third Bancorp
Ohio
$255K 5,067 +4,161 +459%
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