WisdomTree Floating Rate Treasury Fund
USFR
USFR
389 hedge funds and large institutions have $11.1B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 174 increasing their positions, 126 reducing their positions, and 29 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
4.51% less ownership
Funds ownership: 77.11% → 72.6% (-4.5%)
5% less funds holding in top 10
Funds holding in top 10: 78 → 74 (-4)
Holders
389
Holding in Top 10
74
Calls
$276K
Puts
–
Top Buyers
| 1 | +$325M | |
| 2 | +$144M | |
| 3 | +$128M | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$104M |
| 5 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$91.4M |
Top Sellers
| 1 | -$240M | |
| 2 | -$77.3M | |
| 3 | -$48.9M | |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
-$40.1M |
| 5 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$37.3M |