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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

485 hedge funds and large institutions have $11.4B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 184 increasing their positions, 220 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
-22
Holders Change %
-4.34%
% of All Funds
7.03%
Holding in Top 10
76
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.52%
% of All Funds
1.1%
New
48
Increased
184
Reduced
220
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
STA
Summit Trail Advisors
New York
+$218M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$133M
3
Citadel Advisors
Citadel Advisors
Florida
+$99.5M
4
WCM
Wealthcare Capital Management
Virginia
+$62M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$49M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.11B
2
Bank of America
Bank of America
North Carolina
-$116M
3
Osaic Holdings
Osaic Holdings
Arizona
-$112M
4
Ameriprise
Ameriprise
Minnesota
-$53.2M
5
UBS Group
UBS Group
Switzerland
-$38.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLPIM
276
F.L. Putnam Investment Management
Massachusetts
$1.31M +$11.4K +227 +0.9%
LWAM
277
Legacy Wealth Asset Management
Minnesota
$1.27M +$231K +4,587 +22%
AI
278
AXS Investments
New York
$1.26M -$201K -4,000 -14%
FSA
279
Financial Sense Advisors
California
$1.24M -$325K -6,463 -21%
CPA
280
Clear Point Advisors
New York
$1.21M -$3.73M -74,233 -76%
FPB
281
First PREMIER Bank
South Dakota
$1.2M +$54.2K +1,077 +5%
CIBC Private Wealth Group
282
CIBC Private Wealth Group
Georgia
$1.15M +$644K +12,800 +128%
CCA
283
Cobblestone Capital Advisors
New York
$1.14M +$66K +1,312 +6%
CAL
284
Capital Advisors Ltd
Ohio
$1.14M +$1.01K +20 +0.1%
BAM
285
Belpointe Asset Management
Nevada
$1.12M +$783K +15,563 +233%
MTC
286
Matrix Trust Company
Colorado
$1.11M +$651K +12,940 +142%
CHJWM
287
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.09M -$166K -3,298 -13%
AWA
288
Authentikos Wealth Advisory
California
$1.07M +$103K +2,049 +11%
TFA
289
Teamwork Financial Advisors
Texas
$998K -$759K -15,083 -43%
Northern Trust
290
Northern Trust
Illinois
$989K +$4.17K +83 +0.4%
TFA
291
Transamerica Financial Advisors
Florida
$961K +$961K +19,097 New
IA
292
IFP Advisors
Florida
$941K -$249K -4,945 -21%
PI
293
PFG Investments
New York
$925K +$925K +18,389 New
FAIM
294
Financial Advocates Investment Management
Washington
$922K -$2.33M -46,691 -72%
SWP
295
Significant Wealth Partners
Illinois
$922K +$423K +8,415 +85%
PFS
296
Prospera Financial Services
Texas
$919K -$874K -17,379 -49%
HAG
297
HF Advisory Group
Maryland
$916K +$140K +2,787 +18%
JIP
298
Jaffetilchin Investment Partners
Florida
$906K -$159K -3,159 -15%
PP
299
Patron Partners
Texas
$902K -$194K -3,850 -18%
HCA
300
Harbour Capital Advisors
Virginia
$885K -$56.3K -1,120 -6%
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