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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 %
PA
301
PFG Advisors
Arizona
$1.01M +$197K +3,913 +24%
AF
302
Apexium Financial
Texas
$990K +$548K +10,908 +124%
AWA
303
Authentikos Wealth Advisory
California
$984K -$362K -7,205 -27%
Northern Trust
304
Northern Trust
Illinois
$984K -$17.5K -349 -2%
IA
305
IFP Advisors
Florida
$969K +$8.54K +170 +0.9%
EIA
306
Eldridge Investment Advisors
New Hampshire
$969K -$2.16M -43,046 -69%
PFS
307
Prospera Financial Services
Texas
$969K -$166K -3,306 -15%
FCP
308
Fidelis Capital Partners
Florida
$960K
FCA
309
Fortis Capital Advisors
Kansas
$955K +$201K +4,005 +27%
WIA
310
World Investment Advisors
California
$955K +$488K +9,710 +104%
LC
311
Lindbrook Capital
California
$929K +$929K +18,500 New
CAL
312
Capital Advisors Ltd
Ohio
$922K -$104K -2,072 -10%
CIC
313
Chilton Investment Company
Connecticut
$915K +$915K +18,225 New
MC
314
Moors & Cabot
Massachusetts
$906K +$57.9K +1,153 +7%
PCM
315
Prelude Capital Management
New York
$904K +$904K +18,000 New
JIP
316
Jaffetilchin Investment Partners
Florida
$904K -$904 -18 -0.1%
RFP
317
Root Financial Partners
California
$873K +$873K +17,380 New
CFCI
318
Comprehensive Financial Consultants Institutional
Indiana
$871K +$135K +2,694 +18%
MA
319
MKT Advisors
California
$871K +$111K +2,200 +15%
GA
320
GFS Advisors
Texas
$867K +$716K +14,264 +475%
OC
321
Oppenheimer & Co
New York
$867K -$4.15M -82,570 -83%
TF
322
Trek Financial
Arizona
$855K +$60.7K +1,209 +8%
OIA
323
OneDigital Investment Advisors
Kansas
$840K +$12.6K +251 +2%
SWP
324
Strategic Wealth Partners
Ohio
$835K -$39.3K -782 -4%
RSWA
325
Robinson Smith Wealth Advisors
Maine
$794K