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WisdomTree Floating Rate Treasury Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
LSAG
301
Lake Street Advisors Group
New Hampshire
$871K -$3.65M -72,634 -81%
PCA
302
Prosperity Capital Advisors
Ohio
$868K +$631K +12,550 +267%
RIA
303
Regal Investment Advisors
Michigan
$865K -$38.8K -772 -4%
RSWM
304
Robertson Stephens Wealth Management
California
$855K -$247K -4,913 -22%
IA
305
Insight Advisors
Pennsylvania
$855K +$379K +7,535 +80%
IWC
306
Integrated Wealth Concepts
Massachusetts
$845K +$570K +11,333 +207%
WANY
307
Wealthspire Advisors (New York)
New York
$841K +$841K +16,723 New
TF
308
Trek Financial
Arizona
$809K +$49.8K +991 +7%
Fiera Capital (Canada)
309
Fiera Capital (Canada)
Quebec, Canada
$795K +$207K +4,121 +35%
RSWA
310
Robinson Smith Wealth Advisors
Maine
$795K
MC
311
Moors & Cabot
Massachusetts
$791K +$82.3K +1,637 +12%
Corient Private Wealth
312
Corient Private Wealth
Florida
$791K -$13.7K -272 -2%
GA
313
GFS Advisors
Texas
$784K -$132K -2,623 -14%
FCA
314
Fortis Capital Advisors
Kansas
$776K +$776K +15,423 New
PA
315
PFG Advisors
Arizona
$769K -$3.11M -61,746 -80%
OIA
316
OneDigital Investment Advisors
Kansas
$764K -$644K -12,806 -46%
National Bank of Canada
317
National Bank of Canada
Quebec, Canada
$759K +$597K +11,840 +369%
WIA
318
World Investment Advisors
California
$729K +$729K +14,499 New
SWP
319
Strategic Wealth Partners
Ohio
$713K -$741K -14,728 -51%
LA
320
Latitude Advisors
Florida
$711K +$45.3K +900 +7%
TFM
321
Trademark Financial Management
Minnesota
$703K -$67.6K -1,344 -9%
FA
322
Flagstar Advisors
New York
$685K +$9.05K +180 +1%
CPP
323
Capasso Planning Partners
South Carolina
$673K -$101K -2,006 -13%
RWM
324
Revisor Wealth Management
Ohio
$671K +$151K +3,004 +29%
KV
325
Kickstand Ventures
New York
$656K -$9.56M -190,071 -94%