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WisdomTree Floating Rate Treasury Fund

507 hedge funds and large institutions have $10.3B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 199 increasing their positions, 213 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
Holders Change %
0%
% of All Funds
7.33%
Holding in Top 10
68
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.11%
% of All Funds
0.98%
New
57
Increased
199
Reduced
213
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
276
Axiom Advisory
California
$1.39M -$43.6K -866 -3%
AWM
277
Avaii Wealth Management
Wisconsin
$1.38M -$708K -14,098 -34%
FFS
278
Founders Financial Securities
Maryland
$1.35M -$6.93K -138 -0.5%
FZCM
279
Flynn Zito Capital Management
New York
$1.34M +$4.37K +87 +0.3%
FPB
280
First PREMIER Bank
South Dakota
$1.3M +$54.2K +1,079 +4%
IA
281
Insight Advisors
Pennsylvania
$1.28M +$132K +2,634 +12%
FAIM
282
Financial Advocates Investment Management
Washington
$1.26M +$190K +3,808 +18%
GSC
283
G&S Capital
Colorado
$1.24M -$1.2M -23,803 -49%
SWM
284
Segment Wealth Management
Texas
$1.24M -$915K -18,210 -42%
TI
285
TrueMark Investments
Illinois
$1.23M +$10.9K +217 +0.9%
BFWA
286
Benchmark Financial Wealth Advisors
Florida
$1.22M +$1.22M +24,372 New
HCM
287
Hollencrest Capital Management
California
$1.22M +$142K +2,834 +13%
WWM
288
Whalen Wealth Management
Nevada
$1.21M -$44.7K -891 -4%
HAG
289
HF Advisory Group
Maryland
$1.18M +$78.9K +1,571 +7%
WCFA
290
Walkner Condon Financial Advisors
Wisconsin
$1.18M -$918K -18,280 -44%
Envestnet Portfolio Solutions
291
Envestnet Portfolio Solutions
Illinois
$1.1M -$435K -8,664 -28%
ICMP
292
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.09M +$581K +11,578 +113%
GC
293
Guggenheim Capital
Illinois
$1.09M +$248K +4,939 +29%
TI
294
Tidal Investments
Wisconsin
$1.09M -$1.35M -26,832 -55%
CHJWM
295
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.07M -$10.1K -200 -0.9%
MMM
296
Mendel Money Management
Illinois
$1.06M -$1.26M -25,170 -54%
PAS
297
Park Avenue Securities
New York
$1.04M +$1.04M +20,636 New
QP
298
Quartz Partners
New York
$1.03M +$1.03M +20,467 New
PA
299
Procyon Advisors
Connecticut
$1.02M +$801K +15,941 +364%
PI
300
PFG Investments
New York
$1.02M +$205K +4,084 +25%