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WisdomTree Floating Rate Treasury Fund

507 hedge funds and large institutions have $11.3B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 200 increasing their positions, 199 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+22
Holders Change %
+4.54%
% of All Funds
7.37%
Holding in Top 10
74
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.63%
% of All Funds
1.08%
New
64
Increased
200
Reduced
199
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WSWA
276
Warren Street Wealth Advisors
California
$1.55M -$344K -6,829 -18%
Envestnet Portfolio Solutions
277
Envestnet Portfolio Solutions
Illinois
$1.54M +$906K +18,015 +144%
VWM
278
Venturi Wealth Management
Texas
$1.47M -$170K -3,378 -10%
AA
279
Axiom Advisory
California
$1.44M +$1.44M +28,514 New
IWC
280
Integrated Wealth Concepts
Massachusetts
$1.43M +$586K +11,649 +69%
FLPIM
281
F.L. Putnam Investment Management
Massachusetts
$1.41M +$98.2K +1,951 +7%
GVAG
282
Great Valley Advisor Group
Delaware
$1.39M +$1.39M +27,644 New
GBA
283
Garrison Bradford & Associates
New York
$1.39M +$1.39M +27,535 New
AC
284
Apella Capital
Connecticut
$1.38M
FFS
285
Founders Financial Securities
Maryland
$1.35M -$334K -6,648 -20%
AWA
286
Authentikos Wealth Advisory
California
$1.35M +$281K +5,578 +26%
FZCM
287
Flynn Zito Capital Management
New York
$1.34M -$710K -14,109 -35%
FSA
288
Financial Sense Advisors
California
$1.32M +$75.2K +1,495 +6%
OFS
289
OneAscent Financial Services
Alabama
$1.29M +$1.29M +25,695 New
VC
290
Vicus Capital
Pennsylvania
$1.29M -$132K -2,627 -9%
CCA
291
Cobblestone Capital Advisors
New York
$1.28M +$138K +2,736 +12%
WWM
292
Whalen Wealth Management
Nevada
$1.25M +$1.25M +24,889 New
FPB
293
First PREMIER Bank
South Dakota
$1.25M +$53.3K +1,060 +4%
PA
294
Pinnacle Associates
New York
$1.24M +$786K +15,630 +174%
GLA
295
Good Life Advisors
Pennsylvania
$1.22M +$1.22M +24,275 New
TI
296
TrueMark Investments
Illinois
$1.22M +$1.22M +24,247 New
WA
297
Win Advisors
Florida
$1.19M +$1.19M +23,736 New
IA
298
Insight Advisors
Pennsylvania
$1.15M +$292K +5,805 +34%
BAM
299
Belpointe Asset Management
Nevada
$1.15M +$26.3K +522 +2%
PFS
300
Prospera Financial Services
Texas
$1.14M +$218K +4,334 +24%