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WisdomTree Floating Rate Treasury Fund

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.

New
Increased
Maintained
Reduced
Closed

226% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 31

93% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 80

37% more funds holding in top 10

Funds holding in top 10: 5778 (+21)

37% more capital invested

Capital invested by funds: $7.17B → $9.81B (+$2.63B)

22% more funds holding

Funds holding: 285348 (+63)

0.53% more ownership

Funds ownership: 76.58%77.11% (+0.53%)

Holders
348
Holders Change
+63
Holders Change %
+22.11%
% of All Funds
5.59%
Holding in Top 10
78
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+36.84%
% of All Funds
1.25%
New
101
Increased
154
Reduced
80
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
326
IAG Wealth Partners
Wisconsin
$39.8K +$39.8K +792 New
MSCM
327
McElhenny Sheffield Capital Management
Texas
$33.6K +$33.6K +668 New
WWM
328
Wolff Wiese Magana
California
$32.7K -$131K -2,605 -80%
AWM
329
Activest Wealth Management
Florida
$31.9K +$31.9K +635 New
PB
330
Pinnacle Bancorp
Nebraska
$26K +$15.8K +314 +152%
DWP
331
Destiny Wealth Partners
Florida
$22.9K
BFEC
332
Benjamin F. Edwards & Company
Missouri
$21K
C
333
Covestor
United Kingdom
$21K +$4.43K +88 +26%
CFD
334
Creative Financial Designs
Indiana
$16.2K -$101 -2 -0.6%
SWM
335
Spire Wealth Management
Virginia
$13K +$50 +1 +0.4%
USCWA
336
U.S. Capital Wealth Advisors
Texas
$9.45K +$9.46K +188 New
VF
337
VitalStone Financial
Texas
$8K +$8.35K +166 New
TAM
338
Tucker Asset Management
Colorado
$6.38K
NFSG
339
Newbridge Financial Services Group
Florida
$5.98K +$5.99K +119 New
GEA
340
Glen Eagle Advisors
New Jersey
$4.98K -$11.2K -222 -69%
PA
341
Parallel Advisors
California
$3.97K
Fidelity Investments
342
Fidelity Investments
Massachusetts
$2.87K -$10.5K -209 -79%
IFAM
343
Institutional & Family Asset Management
Colorado
$2.26K -$10.8K -214 -83%
CAS
344
Coppell Advisory Solutions
Texas
$1.11K +$1.11K +22 New
CASC
345
Coppell Advisory Solutions Corp
Texas
$1.11K +$1.11K +22 New
LWP
346
Laurel Wealth Planning
Minnesota
$1.06K -$9.01K -179 -90%
MA
347
MCF Advisors
Kentucky
$553
LFG
348
Larson Financial Group
Missouri
$251
JWM
349
Jackson Wealth Management
Florida
-$33.9M -674,993 Closed
AWA
350
Arete Wealth Advisors
Illinois
-$15.5M -308,554 Closed