USFR icon

WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

474 hedge funds and large institutions have $12.4B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 224 increasing their positions, 145 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+35
Holders Change %
+7.97%
% of All Funds
7.56%
Holding in Top 10
84
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+7.69%
% of All Funds
1.34%
New
81
Increased
224
Reduced
145
Closed
43
Calls
$1.73M
Puts
–
Net Calls
+$1.73M
Net Calls Change
+$1.43M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$220M
2
HHGA
Halbert Hargrove Global Advisors
California
+$104M
3
LPL Financial
LPL Financial
California
+$96.7M
4
Cerity Partners
Cerity Partners
New York
+$79.9M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$62.9M

Top Sellers

1
FCH
Freestone Capital Holdings
Washington
-$409M
2
Bank of America
Bank of America
North Carolina
-$230M
3
VWM
Venturi Wealth Management
Texas
-$141M
4
RBA
Richard Bernstein Advisors
New York
-$113M
5
BW
BIP Wealth
Georgia
-$49.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLPIM
276
F.L. Putnam Investment Management
Massachusetts
$1.56M -$204K -4,052 -12%
WP
277
WealthSource Partners
California
$1.54M +$1.54M +30,664 New
GFG
278
Goldstone Financial Group
Illinois
$1.52M +$147K +2,912 +11%
CWA
279
Centennial Wealth Advisory
Michigan
$1.48M -$910K -18,085 -38%
AWA
280
Authentikos Wealth Advisory
California
$1.45M -$128K -2,550 -8%
TFA
281
Teamwork Financial Advisors
Texas
$1.44M -$15.4K -307 -1%
FW
282
FirstPurpose Wealth
Utah
$1.41M +$139K +2,760 +11%
PTC
283
Private Trust Company
Ohio
$1.4M +$132K +2,631 +10%
LAS
284
Lloyd Advisory Services
Georgia
$1.37M +$1.37M +27,224 New
NG
285
Norden Group
Utah
$1.37M +$1.37M +27,224 New
LWAM
286
Legacy Wealth Asset Management
Minnesota
$1.36M +$1.02M +20,265 +301%
CHJWM
287
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.25M -$70.3K -1,398 -5%
HW
288
Hedeker Wealth
Illinois
$1.22M +$115K +2,285 +10%
HF
289
HRT Financial
New York
$1.21M +$1.21M +23,960 New
HCA
290
Harbour Capital Advisors
Virginia
$1.17M -$101K -2,000 -8%
HCM
291
Hollencrest Capital Management
California
$1.16M +$1.16M +23,113 New
CAL
292
Capital Advisors Ltd
Ohio
$1.14M -$41.8K -830 -4%
SWP
293
Strategic Wealth Partners
Ohio
$1.12M +$1.12M +22,355 New
PP
294
Patron Partners
Texas
$1.12M -$361K -7,168 -24%
Corient Private Wealth
295
Corient Private Wealth
Florida
$1.1M +$302K +6,796 +38%
CFA
296
Cahill Financial Advisors
Minnesota
$1.1M +$657K +13,052 +149%
FPB
297
First PREMIER Bank
South Dakota
$1.09M +$30.4K +604 +3%
LHC
298
Little House Capital
Massachusetts
$1.07M +$1.07M +21,358 New
JIP
299
Jaffetilchin Investment Partners
Florida
$1.07M -$551K -10,953 -34%
Northern Trust
300
Northern Trust
Illinois
$1.02M +$15.5K +309 +2%
10 11
12
13 14