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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 %
HAG
301
HF Advisory Group
Maryland
$1.1M +$187K +3,714 +20%
CHJWM
302
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.08M -$10K -199 -0.9%
FAIM
303
Financial Advocates Investment Management
Washington
$1.08M +$153K +3,038 +16%
HCM
304
Hollencrest Capital Management
California
$1.08M +$804K +15,974 +293%
CAL
305
Capital Advisors Ltd
Ohio
$1.03M -$112K -2,222 -10%
Northern Trust
306
Northern Trust
Illinois
$1M +$13.4K +266 +1%
Pathstone Holdings
307
Pathstone Holdings
New Jersey
$994K +$645K +12,816 +184%
IA
308
IFP Advisors
Florida
$963K +$21.3K +423 +2%
TFA
309
Transamerica Financial Advisors
Florida
$961K
FCP
310
Fidelis Capital Partners
Florida
$959K +$959K +19,045 New
JIP
311
Jaffetilchin Investment Partners
Florida
$906K -$151 -3 -0%
PP
312
Patron Partners
Texas
$899K -$2.52K -50 -0.3%
SWP
313
Strategic Wealth Partners
Ohio
$876K +$162K +3,220 +23%
GA
314
GFS Advisors
Texas
$869K -$3.65M -12,585 -81%
LSAG
315
Lake Street Advisors Group
New Hampshire
$868K -$2.62K -52 -0.3%
Jane Street
316
Jane Street
New York
$860K +$860K +17,101 New
MC
317
Moors & Cabot
Massachusetts
$849K +$57.6K +1,145 +7%
FFA
318
Founders Financial Alliance
North Carolina
$848K +$848K +16,860 New
GC
319
Guggenheim Capital
Illinois
$844K +$282K +5,604 +50%
OIA
320
OneDigital Investment Advisors
Kansas
$829K +$64.5K +1,283 +8%
NP
321
NorthRock Partners
Minnesota
$828K -$2.59M -51,558 -76%
RIA
322
Regal Investment Advisors
Michigan
$820K -$45.1K -896 -5%
PA
323
PFG Advisors
Arizona
$816K +$47.1K +937 +6%
Corient Private Wealth
324
Corient Private Wealth
Florida
$816K +$24.6K +488 +3%
PI
325
PFG Investments
New York
$814K -$112K -2,218 -12%