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WisdomTree Floating Rate Treasury Fund

390 hedge funds and large institutions have $11.2B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 174 increasing their positions, 126 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 29

38% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 126

14% more capital invested

Capital invested by funds: $9.81B → $11.2B (+$1.34B)

12% more funds holding

Funds holding: 348390 (+42)

4.51% less ownership

Funds ownership: 77.11%72.61% (-4.5%)

5% less funds holding in top 10

Funds holding in top 10: 7874 (-4)

Holders
390
Holders Change
+42
Holders Change %
+12.07%
% of All Funds
6.22%
Holding in Top 10
74
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.13%
% of All Funds
1.18%
New
77
Increased
174
Reduced
126
Closed
29
Calls
$276K
Puts
Net Calls
+$276K
Net Calls Change
+$276K
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
351
Register Financial Advisors
Georgia
$221K +$161K +3,203 +269%
FIA
352
Foundations Investment Advisors
Arizona
$213K +$213K +4,242 New
Fidelity Investments
353
Fidelity Investments
Massachusetts
$210K +$208K +4,125 +7,237%
OC
354
Oppenheimer & Co
New York
$209K +$210K +4,165 New
IFG
355
Independent Financial Group
California
$203K +$203K +4,040 New
JIR
356
James Investment Research
Ohio
$177K +$177K +3,513 New
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$171K +$25.2K +500 +17%
CFGS
358
Concourse Financial Group Securities
Alabama
$164K +$11.2K +222 +7%
FFA
359
Farther Finance Advisors
California
$154K +$81.6K +1,622 +113%
PCM
360
Penserra Capital Management
California
$149K -$2.01K -40 -1%
TWC
361
TD Waterhouse Canada
Ontario, Canada
$142K -$38.3K -761 -21%
TPCW
362
TD Private Client Wealth
New York
$131K -$10K -199 -7%
LWP
363
Lumature Wealth Partners
Georgia
$126K
NFSG
364
Newbridge Financial Services Group
Florida
$108K +$102K +2,025 +1,702%
EWM
365
EPG Wealth Management
Georgia
$90.6K -$851K -16,912 -90%
HNB
366
Huntington National Bank
Ohio
$90.1K
GWSG
367
GPS Wealth Strategies Group
Colorado
$82.9K +$83K +1,650 New
ETC
368
Exchange Traded Concepts
Oklahoma
$65.6K -$161K -3,190 -71%
National Bank of Canada
369
National Bank of Canada
Quebec, Canada
$60.8K -$635K -12,615 -91%
VNA
370
Valley National Advisers
Pennsylvania
$45K +$45.3K +900 New
ACA
371
Atlas Capital Advisors
Wyoming
$44.2K +$44.3K +880 New
VWM
372
Valley Wealth Managers
New Jersey
$37.1K +$37.2K +739 New
WWM
373
Wolff Wiese Magana
California
$32.7K
PB
374
Pinnacle Bancorp
Nebraska
$32.2K +$6.04K +120 +23%
HGERS
375
Householder Group Estate & Retirement Specialist
Arizona
$30K +$30.5K +606 New