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WisdomTree Floating Rate Treasury Fund

507 hedge funds and large institutions have $10.3B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 199 increasing their positions, 213 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
Holders Change %
0%
% of All Funds
7.33%
Holding in Top 10
68
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.11%
% of All Funds
0.98%
New
57
Increased
199
Reduced
213
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFIC
351
Bedell Frazier Investment Counselling
California
$612K +$49.7K +989 +9%
AC
352
Apella Capital
Connecticut
$597K -$777K -15,472 -57%
LLWM
353
Life Line Wealth Management
California
$584K +$7.63K +152 +1%
MA
354
Mutual Advisors
Nebraska
$579K -$64.6K -1,282 -10%
TW
355
Transform Wealth
Colorado
$565K +$1.81K +36 +0.3%
CPRC
356
Consolidated Portfolio Review Corp
New York
$562K +$128K +2,546 +29%
SSWM
357
Sheets Smith Wealth Management
North Carolina
$560K +$261K +5,207 +88%
VWM
358
Venturi Wealth Management
Texas
$555K -$917K -18,261 -62%
Creative Planning
359
Creative Planning
Kansas
$554K +$241K +4,790 +77%
EPAM
360
Euro Pacific Asset Management
Puerto Rico
$551K +$94.5K +1,883 +21%
DWM
361
Denver Wealth Management
Colorado
$548K +$301K +5,989 +122%
MIM
362
MTM Investment Management
South Carolina
$540K +$46.9K +932 +10%
1CP
363
17 Capital Partners
Arizona
$516K +$58.2K +1,159 +13%
IWN
364
Independent Wealth Network
Iowa
$513K +$1.71K +34 +0.3%
BTI
365
Blue Trust Inc
Georgia
$508K +$217K +4,323 +75%
ACM
366
ADAR1 Capital Management
Texas
$502K -$2.16M -43,000 -81%
RFA
367
Resurgent Financial Advisors
Georgia
$500K +$500K +9,965 New
BIP
368
Blueprint Investment Partners
North Carolina
$500K +$500K +9,964 New
CSC
369
Caldwell Sutter Capital
California
$500K -$30.4K -606 -6%
DWA
370
Delos Wealth Advisors
Texas
$498K
RC
371
Roundview Capital
New Jersey
$497K
CIA
372
Cascade Investment Advisors
Oregon
$488K +$11.4K +227 +2%
HCA
373
Harbour Capital Advisors
Virginia
$483K -$252K -5,000 -34%
MG
374
Mather Group
Illinois
$472K -$1.22M -24,269 -72%
PHWM
375
Pine Harbor Wealth Management
Maryland
$468K