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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 %
CA
326
CGN Advisors
Kansas
$766K -$18.5K -369 -2%
LA
327
Latitude Advisors
Florida
$754K +$22.4K +446 +3%
CF
328
Centaurus Financial
California
$752K -$10.5M -210,018 -93%
PWMAG
329
Pinnacle Wealth Management Advisory Group
New Jersey
$749K -$16.3K -325 -2%
AWM
330
Avior Wealth Management
Nebraska
$746K +$7.53K +150 +1%
TFM
331
Trademark Financial Management
Minnesota
$737K -$54K -1,076 -7%
IIA
332
IPG Investment Advisors
California
$734K +$734K +14,620 New
MFIM
333
Mesirow Financial Investment Management
Illinois
$729K +$364K +7,240 +100%
RJT
334
Raymond James Trust
Florida
$727K +$420K +8,358 +137%
FA
335
Flagstar Advisors
New York
$719K +$9.34K +186 +1%
BOM
336
Bank of Marin
California
$694K +$99.5K +1,982 +17%
SEIA
337
Signature Estate & Investment Advisors
California
$693K -$126M -2,508,036 -99%
IWP
338
IAG Wealth Partners
Wisconsin
$669K +$169K +3,362 +34%
CIBC Private Wealth Group
339
CIBC Private Wealth Group
Georgia
$667K -$26.5K -528 -4%
MMA
340
Miracle Mile Advisors
California
$664K -$59.5K -1,184 -8%
AA
341
Alesco Advisors
New York
$651K +$3.01K +60 +0.5%
ZIM
342
Zacks Investment Management
Illinois
$648K
RSWM
343
Robertson Stephens Wealth Management
California
$644K +$54.2K +1,079 +9%
EFG
344
Ehrlich Financial Group
California
$643K -$989K -19,688 -61%
AFP
345
Alpha Financial Partners
Kentucky
$643K +$643K +12,802 New
PAG
346
Private Advisory Group
Washington
$631K -$4.01M -79,864 -86%
VC
347
Vicus Capital
Pennsylvania
$629K -$655K -13,043 -51%
SAM
348
SignalPoint Asset Management
Missouri
$623K +$143K +2,856 +30%
BFG
349
Berger Financial Group
Minnesota
$619K -$48.3K -962 -7%
NC
350
NewSquare Capital
Pennsylvania
$618K +$11.1K +221 +2%