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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
PI
301
PFG Investments
New York
$1.02M +$206K +4,084 +25%
PA
302
PFG Advisors
Arizona
$1.01M +$197K +3,913 +24%
AF
303
Apexium Financial
Texas
$990K +$549K +10,908 +124%
AWA
304
Authentikos Wealth Advisory
California
$984K -$363K -7,205 -27%
Northern Trust
305
Northern Trust
Illinois
$984K -$17.6K -349 -2%
IA
306
IFP Advisors
Florida
$969K +$8.56K +170 +0.9%
EIA
307
Eldridge Investment Advisors
New Hampshire
$969K -$2.17M -43,046 -69%
PFS
308
Prospera Financial Services
Texas
$969K -$166K -3,306 -15%
FCP
309
Fidelis Capital Partners
Florida
$960K
FCA
310
Fortis Capital Advisors
Kansas
$955K +$202K +4,005 +27%
WIA
311
World Investment Advisors
California
$955K +$489K +9,710 +104%
LC
312
Lindbrook Capital
California
$929K +$931K +18,500 New
CAL
313
Capital Advisors Ltd
Ohio
$922K -$104K -2,072 -10%
CIC
314
Chilton Investment Company
Connecticut
$915K +$918K +18,225 New
MC
315
Moors & Cabot
Massachusetts
$906K +$58K +1,153 +7%
PCM
316
Prelude Capital Management
New York
$904K +$906K +18,000 New
JIP
317
Jaffetilchin Investment Partners
Florida
$904K -$906 -18 -0.1%
RFP
318
Root Financial Partners
California
$873K +$875K +17,380 New
CFCI
319
Comprehensive Financial Consultants Institutional
Indiana
$871K +$136K +2,694 +18%
MA
320
MKT Advisors
California
$871K +$111K +2,200 +15%
GA
321
GFS Advisors
Texas
$867K +$718K +14,264 +475%
OC
322
Oppenheimer & Co
New York
$867K -$4.16M -82,570 -83%
TF
323
Trek Financial
Arizona
$855K +$60.9K +1,209 +8%
OIA
324
OneDigital Investment Advisors
Kansas
$840K +$12.6K +251 +2%
SWP
325
Strategic Wealth Partners
Ohio
$835K -$39.4K -782 -4%