USFR icon

WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

389 hedge funds and large institutions have $11.1B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 174 increasing their positions, 126 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+41
Holders Change %
+11.78%
% of All Funds
6.23%
Holding in Top 10
74
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.13%
% of All Funds
1.18%
New
76
Increased
174
Reduced
126
Closed
29
Calls
$276K
Puts
–
Net Calls
+$276K
Net Calls Change
+$276K

Top Buyers

1
FCH
Freestone Capital Holdings
Washington
+$325M
2
Morgan Stanley
Morgan Stanley
New York
+$144M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$128M
4
Bank of America
Bank of America
North Carolina
+$104M
5
MWM
Mission Wealth Management
California
+$91.4M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
-$240M
2
WA
Win Advisors
Florida
-$77.3M
3
AWM
Aprio Wealth Management
Georgia
-$48.9M
4
TC
TownSquare Capital
Utah
-$40.1M
5
SEIA
Signature Estate & Investment Advisors
California
-$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
326
Waterloo Capital
Texas
$321K +$321K +6,387 New
PSCM
327
Per Stirling Capital Management
Texas
$318K -$40.1K -797 -11%
NC
328
NewSquare Capital
Pennsylvania
$315K +$16.1K +320 +5%
WWM
329
Western Wealth Management
Colorado
$313K +$83.5K +1,660 +36%
SFP
330
Strategic Financial Partners
Oregon
$307K -$14K -278 -4%
BWM
331
Bulltick Wealth Management
Florida
$287K – – –
OC
332
Oarsman Capital
Wisconsin
$285K -$61.4K -1,222 -18%
NWM
333
Northwest Wealth Management
Iowa
$279K +$2.56K +51 +0.9%
AC
334
ASB Consultores
Florida
$273K -$53.8K -1,070 -16%
CWA
335
Clearview Wealth Advisors
Oregon
$273K -$71.8K -1,428 -21%
LTI
336
Laffer Tengler Investments
Tennessee
$271K +$271K +5,392 New
PWM
337
Perigon Wealth Management
California
$270K +$3.77K +75 +1%
AWA
338
Arkadios Wealth Advisors
Georgia
$269K -$19K -377 -7%
TNB
339
Thomasville National Bank
Georgia
$264K +$264K +5,242 New
BFG
340
Bleakley Financial Group
New Jersey
$262K +$13.8K +275 +6%
SS
341
Simplicity Solutions
Minnesota
$262K +$262K +5,218 New
IWN
342
Independent Wealth Network
Iowa
$257K +$10.1K +200 +4%
WMA
343
Wealth Management Associates
New Jersey
$255K +$41.5K +825 +19%
WCG
344
Weaver Consulting Group
California
$253K +$253K +5,037 New
ICP
345
Interchange Capital Partners
Pennsylvania
$250K +$29.5K +587 +13%
RJT
346
Raymond James Trust
Florida
$242K -$161K -3,200 -40%
HT
347
Headlands Technologies
Illinois
$241K +$241K +4,799 New
PA
348
Pinnacle Associates
New York
$232K -$69.7K -1,387 -23%
VHAM
349
Van Hulzen Asset Management
California
$231K +$231K +4,601 New
SFC
350
Strategic Financial Concepts
Texas
$230K +$230K +4,574 New
12 13
14
15 16