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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

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
Holders
389
Holders Change
+41
Holders Change %
+11.78%
% of All Funds
6.23%
Holding in Top 10
74
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.13%
% of All Funds
1.18%
New
76
Increased
174
Reduced
126
Closed
29
Calls
$276K
Puts
–
Net Calls
+$276K
Net Calls Change
+$276K

Top Buyers

1
FCH
Freestone Capital Holdings
Washington
+$325M
2
Morgan Stanley
Morgan Stanley
New York
+$144M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$128M
4
Bank of America
Bank of America
North Carolina
+$104M
5
MWM
Mission Wealth Management
California
+$91.4M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
-$240M
2
WA
Win Advisors
Florida
-$77.3M
3
AWM
Aprio Wealth Management
Georgia
-$48.9M
4
TC
TownSquare Capital
Utah
-$40.1M
5
SEIA
Signature Estate & Investment Advisors
California
-$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPA
276
Sentinel Pension Advisors
Massachusetts
$698K -$49K -974 -7%
HAG
277
HF Advisory Group
Maryland
$695K +$55.7K +1,107 +9%
WWA
278
WCG Wealth Advisors
Nevada
$686K +$686K +13,639 New
RSWM
279
Robertson Stephens Wealth Management
California
$684K +$684K +13,615 New
TW
280
TrinityPoint Wealth
Connecticut
$673K +$74.4K +1,481 +12%
PAG
281
Private Advisory Group
Washington
$668K -$3.88M -77,114 -85%
EA
282
Eudaimonia Advisors
Tennessee
$662K -$717K -14,257 -52%
VIM
283
Vista Investment Management
Pennsylvania
$656K +$115K +2,285 +21%
BTI
284
Blue Trust Inc
Georgia
$651K +$517K +10,276 +384%
US Bancorp
285
US Bancorp
Minnesota
$625K +$133K +2,644 +27%
AA
286
Alesco Advisors
New York
$621K +$1.76K +35 +0.3%
TAM
287
Tucker Asset Management
Colorado
$607K +$601K +11,950 +9,409%
WCM
288
Wealthcare Capital Management
Virginia
$605K -$951K -18,919 -61%
RIA
289
Regal Investment Advisors
Michigan
$593K +$73.9K +1,471 +14%
JCIA
290
Jackson Creek Investment Advisors
Colorado
$578K +$57.3K +1,140 +11%
UWM
291
USAdvisors Wealth Management
Minnesota
$560K -$9.29K -185 -2%
TW
292
Transform Wealth
Colorado
$556K +$556K +11,067 New
AF
293
Apexium Financial
Texas
$555K -$654 -13 -0.1%
PFO
294
Pathstone Family Office
New Jersey
$555K -$702K -13,955 -56%
SC
295
Savant Capital
Illinois
$534K -$6.23K -124 -1%
GWA
296
GGM Wealth Advisors
Maryland
$530K +$530K +10,550 New
CA
297
Continuum Advisory
Idaho
$527K -$883K -17,562 -63%
FT
298
Fiduciary Trust
Massachusetts
$519K -$1.06M -20,994 -67%
CCA
299
Cobblestone Capital Advisors
New York
$509K +$21.8K +433 +4%
IA
300
Insight Advisors
Pennsylvania
$508K -$2.92K -58 -0.6%
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