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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

348 hedge funds and large institutions have $9.81B invested in WisdomTree Floating Rate Treasury Fund in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 154 increasing their positions, 80 reducing their positions, and 31 closing their positions.

Holders
348
Holders Change
+63
Holders Change %
+22.11%
% of All Funds
5.61%
Holding in Top 10
78
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+36.84%
% of All Funds
1.26%
New
101
Increased
154
Reduced
80
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.55B
2
STA
2
Summit Trail Advisors
New York
$998M
3
Morgan Stanley
3
Morgan Stanley
New York
$949M
4
RBA
4
Richard Bernstein Advisors
New York
$391M
5
FCH
5
Freestone Capital Holdings
Washington
$127M

Top Sellers

1
VWM
1
Venturi Wealth Management
Texas
$20M
2
C
2
Certuity
Florida
$53.5M
3
Truist Financial
3
Truist Financial
North Carolina
$2.28M
4
JWM
4
Jackson Wealth Management
Florida
$0
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$7.75M
Name Market Value Shares Shares
Change 		Shares
Change %
IWP
326
IAG Wealth Partners
Wisconsin
$39.8K 792 +792 New
MSCM
327
McElhenny Sheffield Capital Management
Texas
$33.6K 668 +668 New
WWM
328
Wolff Wiese Magana
California
$32.7K 650 -2,605 -80%
AWM
329
Activest Wealth Management
Florida
$31.9K 635 +635 New
PB
330
Pinnacle Bancorp
Nebraska
$26K 520 +314 +152%
DWP
331
Destiny Wealth Partners
Florida
$22.9K 455 – –
BFEC
332
Benjamin F. Edwards & Company
Missouri
$21K 415 – –
C
333
Covestor
United Kingdom
$21K 425 +88 +26%
CFD
334
Creative Financial Designs
Indiana
$16.2K 322 -2 -0.6%
SWM
335
Spire Wealth Management
Virginia
$13K 267 +1 +0.4%
USCWA
336
U.S. Capital Wealth Advisors
Texas
$9.45K 188 +188 New
VF
337
VitalStone Financial
Texas
$8K 166 +166 New
TAM
338
Tucker Asset Management
Colorado
$6.38K 127 – –
NFSG
339
Newbridge Financial Services Group
Florida
$5.98K 119 +119 New
GEA
340
Glen Eagle Advisors
New Jersey
$4.98K 99 -222 -69%
PA
341
Parallel Advisors
California
$3.97K 79 – –
Fidelity Investments
342
Fidelity Investments
Massachusetts
$2.87K 57 -209 -79%
IFAM
343
Institutional & Family Asset Management
Colorado
$2.26K 45 -214 -83%
CASC
344
Coppell Advisory Solutions Corp
Texas
$1.11K 22 +22 New
CAS
345
Coppell Advisory Solutions
Texas
$1.11K 22 +22 New
LWP
346
Laurel Wealth Planning
Minnesota
$1.06K 21 -179 -90%
MA
347
MCF Advisors
Kentucky
$553 11 – –
LFG
348
Larson Financial Group
Missouri
$251 5 – –
JWM
349
Jackson Wealth Management
Florida
– – -674,993 Closed
AWA
350
Arete Wealth Advisors
Illinois
– – -308,554 Closed
12 13
14
15 16