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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 %
PP
351
Prudential plc
United Kingdom
– – -260,000 Closed
APW
352
Aurora Private Wealth
New Jersey
– – -256,688 Closed
AWA
353
Amplius Wealth Advisors
Pennsylvania
– – -114,999 Closed
OMC
354
Old Mission Capital
Illinois
– – -94,453 Closed
BFWA
355
Benchmark Financial Wealth Advisors
Florida
– – -72,919 Closed
FTUS
356
Flow Traders U.S.
New York
– – -72,374 Closed
CRWM
357
Castle Rock Wealth Management
California
– – -20,000 Closed
LWAC
358
Laurel Wealth Advisors (California)
California
– – -17,417 Closed
LCAM
359
London & Capital Asset Management
United Kingdom
– – -17,339 Closed
GL
360
Graypoint LLC
New York
– – -15,801 Closed
KCM
361
Karp Capital Management
California
– – -15,095 Closed
Citadel Advisors
362
Citadel Advisors
Florida
– – -14,056 Closed
GLA
363
Good Life Advisors
Pennsylvania
– – -12,566 Closed
CAG
364
Csenge Advisory Group
Florida
– – -12,174 Closed
HTC
365
Haverford Trust Company
Pennsylvania
– – -11,022 Closed
Thrivent Financial for Lutherans
366
Thrivent Financial for Lutherans
Minnesota
– – -9,785 Closed
BIA
367
Barry Investment Advisors
Massachusetts
– – -6,393 Closed
VCM
368
Virtue Capital Management
Tennessee
– – -5,391 Closed
PA
369
Procyon Advisors
Connecticut
– – -5,355 Closed
SWM
370
Selective Wealth Management
Virginia
– – -3,084 Closed
PNC Financial Services Group
371
PNC Financial Services Group
Pennsylvania
– – -1,954 Closed
BHWM
372
Beaird Harris Wealth Management
Texas
– – -975 Closed
ACK
373
Andrew C. Karlinski
– – -779 Closed
HGERS
374
Householder Group Estate & Retirement Specialist
Arizona
– – -606 Closed
ADL
375
Asset Dedication LLC
California
– – -428 Closed
12 13 14
15
16