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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
$452M
2
Morgan Stanley
Morgan Stanley
New York
$1.09B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$266M
4
Bank of America
Bank of America
North Carolina
$1.65B
5
MWM
Mission Wealth Management
California
$91.4M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
$212M
2
WA
Win Advisors
Florida
$750K
3
AWM
Aprio Wealth Management
Georgia
$2.42M
4
TC
TownSquare Capital
Utah
$42.6M
5
SEIA
Signature Estate & Investment Advisors
California
$74.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$207K +4,125 +7,237%
OC
354
Oppenheimer & Co
New York
$209K +$209K +4,165 New
JIR
355
James Investment Research
Ohio
$177K +$177K +3,513 New
Carson Wealth (CWM LLC)
356
Carson Wealth (CWM LLC)
Nebraska
$171K +$25.2K +500 +17%
CFGS
357
Concourse Financial Group Securities
Alabama
$164K +$11.2K +222 +7%
FFA
358
Farther Finance Advisors
California
$154K +$81.5K +1,622 +113%
PCM
359
Penserra Capital Management
California
$149K -$2K -40 -1%
TWC
360
TD Waterhouse Canada
Ontario, Canada
$142K -$38.3K -761 -21%
TPCW
361
TD Private Client Wealth
New York
$131K -$10K -199 -7%
LWP
362
Lumature Wealth Partners
Georgia
$126K – – –
NFSG
363
Newbridge Financial Services Group
Florida
$108K +$102K +2,025 +1,702%
EWM
364
EPG Wealth Management
Georgia
$90.6K -$850K -16,912 -90%
HNB
365
Huntington National Bank
Ohio
$90.1K – – –
GWSG
366
GPS Wealth Strategies Group
Colorado
$82.9K +$82.9K +1,650 New
ETC
367
Exchange Traded Concepts
Oklahoma
$65.6K -$160K -3,190 -71%
National Bank of Canada
368
National Bank of Canada
Quebec, Canada
$60.8K -$634K -12,615 -91%
VNA
369
Valley National Advisers
Pennsylvania
$45K +$45K +900 New
ACA
370
Atlas Capital Advisors
Wyoming
$44.2K +$44.2K +880 New
VWM
371
Valley Wealth Managers
New Jersey
$37.2K +$37.2K +739 New
WWM
372
Wolff Wiese Magana
California
$32.7K – – –
PB
373
Pinnacle Bancorp
Nebraska
$32.2K +$6.03K +120 +23%
HGERS
374
Householder Group Estate & Retirement Specialist
Arizona
$30K +$30K +606 New
HWA
375
HHM Wealth Advisors
Tennessee
$29K +$29K +577 New
13 14
15
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