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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 %
CWM
351
Castle Wealth Management
Florida
$519K -$946K -18,807 -65%
PHWM
352
Pine Harbor Wealth Management
Maryland
$519K
AWG
353
Altus Wealth Group
Colorado
$516K +$516K +10,262 New
US Bancorp
354
US Bancorp
Minnesota
$511K -$40.3K -801 -7%
TAM
355
Tucker Asset Management
Colorado
$510K
JCIA
356
Jackson Creek Investment Advisors
Colorado
$509K -$78.2K -1,554 -13%
ICMP
357
Integrated Capital Management (Pennsylvania)
Pennsylvania
$506K +$247K +4,905 +95%
DWA
358
Delos Wealth Advisors
Texas
$499K
MIM
359
MTM Investment Management
South Carolina
$493K -$3.72K -74 -0.7%
WCG
360
Weaver Consulting Group
California
$488K +$2.11K +42 +0.4%
CPRC
361
Consolidated Portfolio Review Corp
New York
$482K -$105K -2,091 -18%
TW
362
TrinityPoint Wealth
Connecticut
$473K -$24.9K -496 -5%
DWT
363
Dorsey & Whitney Trust
South Dakota
$467K -$20.1K -400 -4%
EW
364
Evoke Wealth
California
$464K +$6.14K +122 +1%
VWA
365
VERITY Wealth Advisors
United States
$462K +$2.06K +41 +0.4%
VIM
366
Vista Investment Management
Pennsylvania
$461K
CIA
367
Cascade Investment Advisors
Oregon
$460K +$44K +875 +11%
PAS
368
Park Avenue Securities
New York
$459K -$451K -8,956 -50%
PA
369
Pinnacle Associates
New York
$452K +$133K +2,650 +42%
AF
370
Apexium Financial
Texas
$452K -$212K -4,223 -32%
1CP
371
17 Capital Partners
Arizona
$438K +$438K +8,702 New
CSC
372
Caldwell Sutter Capital
California
$436K +$113K +2,253 +35%
MWA
373
Muirfield Wealth Advisors
North Carolina
$408K +$3.82K +76 +0.9%
HCA
374
Heck Capital Advisors
Wisconsin
$399K
FSA
375
Financial Services Advisory
Maryland
$397K -$352 -7 -0.1%