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WisdomTree Floating Rate Treasury Fund

507 hedge funds and large institutions have $11.3B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 200 increasing their positions, 199 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+22
Holders Change %
+4.54%
% of All Funds
7.37%
Holding in Top 10
74
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.63%
% of All Funds
1.08%
New
64
Increased
200
Reduced
199
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TW
351
Transform Wealth
Colorado
$564K
BFIC
352
Bedell Frazier Investment Counselling
California
$563K -$67.7K -1,346 -11%
PCA
353
Prosperity Capital Advisors
Ohio
$541K -$327K -6,500 -38%
AC
354
ASB Consultores
Florida
$540K +$20.6K +410 +4%
RWM
355
Revisor Wealth Management
Ohio
$532K -$139K -2,756 -21%
CSC
356
Caldwell Sutter Capital
California
$531K +$94.5K +1,879 +22%
SPC
357
Sigma Planning Corp
Michigan
$528K -$76.2K -1,515 -13%
CWM
358
Castle Wealth Management
Florida
$519K
ICMP
359
Integrated Capital Management (Pennsylvania)
Pennsylvania
$514K +$6.89K +137 +1%
IWN
360
Independent Wealth Network
Iowa
$512K -$10.3K -204 -2%
PO
361
Private Ocean
California
$503K +$503K +9,994 New
IWP
362
IAG Wealth Partners
Wisconsin
$501K +$222K +4,416 +80%
DWA
363
Delos Wealth Advisors
Texas
$499K
RC
364
Roundview Capital
New Jersey
$498K +$498K +9,900 New
MIM
365
MTM Investment Management
South Carolina
$493K
TSS
366
Two Sigma Securities
New York
$490K -$4.67M -92,799 -91%
TW
367
TrinityPoint Wealth
Connecticut
$488K +$14.3K +284 +3%
DFA
368
DHJJ Financial Advisors
Illinois
$482K +$188K +3,734 +64%
SAM
369
SignalPoint Asset Management
Missouri
$480K +$480K +9,540 New
CIA
370
Cascade Investment Advisors
Oregon
$477K +$16.8K +334 +4%
EW
371
Evoke Wealth
California
$471K +$6.34K +126 +1%
PHWM
372
Pine Harbor Wealth Management
Maryland
$469K -$50.3K -1,000 -10%
WIA
373
World Investment Advisors
California
$468K -$261K -5,194 -36%
TDC
374
Thompson Davis & Co
Virginia
$467K +$467K +9,282 New
TAM
375
Tucker Asset Management
Colorado
$467K -$43.8K -870 -9%