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WisdomTree Floating Rate Treasury Fund

485 hedge funds and large institutions have $11.4B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 184 increasing their positions, 220 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
-22
Holders Change %
-4.34%
% of All Funds
7.03%
Holding in Top 10
76
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.52%
% of All Funds
1.1%
New
48
Increased
184
Reduced
220
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MA
326
MKT Advisors
California
$652K +$652K +12,940 New
AA
327
Alesco Advisors
New York
$649K -$1.76K -35 -0.3%
ZIM
328
Zacks Investment Management
Illinois
$649K
PA
329
Procyon Advisors
Connecticut
$648K -$2.17M -43,235 -77%
CRC
330
Curi RMB Capital
Illinois
$643K -$2.26K -45 -0.4%
DWM
331
Defined Wealth Management
Oregon
$631K -$956 -19 -0.2%
BFIC
332
Bedell Frazier Investment Counselling
California
$631K -$25.7K -511 -4%
Envestnet Portfolio Solutions
333
Envestnet Portfolio Solutions
Illinois
$630K -$280K -5,574 -31%
SPC
334
Sigma Planning Corp
Michigan
$604K +$217K +4,321 +56%
BOM
335
Bank of Marin
California
$595K
NC
336
NewSquare Capital
Pennsylvania
$591K +$239K +4,755 +68%
LLWM
337
Life Line Wealth Management
California
$591K -$353K -7,015 -37%
CWM
338
Centric Wealth Management
Illinois
$588K +$503 +10 +0.1%
CFCI
339
Comprehensive Financial Consultants Institutional
Indiana
$582K +$97.4K +1,937 +20%
AWP
340
Abacus Wealth Partners
California
$568K +$568K +11,302 New
TW
341
Transform Wealth
Colorado
$564K
Fifth Third Bancorp
342
Fifth Third Bancorp
Ohio
$563K -$1.17M -23,302 -68%
GC
343
Guggenheim Capital
Illinois
$561K +$273K +5,433 +95%
MA
344
Mutual Advisors
Nebraska
$553K +$214K +4,248 +63%
BFG
345
Berger Financial Group
Minnesota
$535K +$535K +10,643 New
PAG
346
Private Advisory Group
Washington
$531K +$531K +10,556 New
TC
347
TownSquare Capital
Utah
$529K -$462K -9,189 -47%
SCA
348
Snowden Capital Advisors
New York
$522K -$185K -3,675 -26%
IWN
349
Independent Wealth Network
Iowa
$522K +$277K +5,512 +113%
AC
350
ASB Consultores
Florida
$519K -$402 -8 -0.1%