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WisdomTree Floating Rate Treasury Fund

508 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 56 funds opening new positions, 201 increasing their positions, 213 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 51

0% less funds holding

Funds holding: 509508 (-1)

6% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 213

2.52% less ownership

Funds ownership: 63.74%61.22% (-2.5%)

8% less funds holding in top 10

Funds holding in top 10: 7468 (-6)

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$1.01B)

Holders
508
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.29%
Holding in Top 10
68
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.11%
% of All Funds
0.98%
New
56
Increased
201
Reduced
213
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
276
Axiom Advisory
California
$1.39M -$43.6K -866 -3%
AWM
277
Avaii Wealth Management
Wisconsin
$1.38M -$710K -14,098 -34%
FFS
278
Founders Financial Securities
Maryland
$1.35M -$6.95K -138 -0.5%
FZCM
279
Flynn Zito Capital Management
New York
$1.34M +$4.38K +87 +0.3%
FPB
280
First PREMIER Bank
South Dakota
$1.3M +$54.3K +1,079 +4%
IA
281
Insight Advisors
Pennsylvania
$1.28M +$133K +2,634 +12%
FAIM
282
Financial Advocates Investment Management
Washington
$1.26M +$192K +3,808 +18%
GSC
283
G&S Capital
Colorado
$1.24M -$1.2M -23,803 -49%
SWM
284
Segment Wealth Management
Texas
$1.24M -$917K -18,210 -42%
NPT
285
National Philanthropic Trust
Pennsylvania
$1.23M +$50.1K +995 +4%
TI
286
TrueMark Investments
Illinois
$1.23M +$10.9K +217 +0.9%
BFWA
287
Benchmark Financial Wealth Advisors
Florida
$1.22M +$1.23M +24,372 New
HCM
288
Hollencrest Capital Management
California
$1.22M +$143K +2,834 +13%
WWM
289
Whalen Wealth Management
Nevada
$1.21M -$44.9K -891 -4%
HAG
290
HF Advisory Group
Maryland
$1.18M +$79.1K +1,571 +7%
WCFA
291
Walkner Condon Financial Advisors
Wisconsin
$1.18M -$920K -18,280 -44%
Envestnet Portfolio Solutions
292
Envestnet Portfolio Solutions
Illinois
$1.1M -$436K -8,664 -28%
ICMP
293
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.09M +$583K +11,578 +113%
GC
294
Guggenheim Capital
Illinois
$1.09M +$249K +4,939 +29%
TI
295
Tidal Investments
Wisconsin
$1.09M -$1.35M -26,832 -55%
CHJWM
296
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.07M -$10.1K -200 -0.9%
MMM
297
Mendel Money Management
Illinois
$1.06M -$1.27M -25,170 -54%
PAS
298
Park Avenue Securities
New York
$1.04M +$1.04M +20,636 New
QP
299
Quartz Partners
New York
$1.03M +$1.03M +20,467 New
PA
300
Procyon Advisors
Connecticut
$1.02M +$803K +15,941 +364%