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WisdomTree Floating Rate Treasury Fund

508 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 56 funds opening new positions, 201 increasing their positions, 213 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 51

0% less funds holding

Funds holding: 509508 (-1)

6% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 213

2.52% less ownership

Funds ownership: 63.74%61.22% (-2.5%)

8% less funds holding in top 10

Funds holding in top 10: 7468 (-6)

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$1.01B)

Holders
508
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.29%
Holding in Top 10
68
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.11%
% of All Funds
0.98%
New
56
Increased
201
Reduced
213
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NC
351
NewSquare Capital
Pennsylvania
$618K +$11.1K +221 +2%
BFIC
352
Bedell Frazier Investment Counselling
California
$612K +$49.8K +989 +9%
AC
353
Apella Capital
Connecticut
$597K -$779K -15,472 -57%
LLWM
354
Life Line Wealth Management
California
$584K +$7.65K +152 +1%
MA
355
Mutual Advisors
Nebraska
$579K -$64.5K -1,282 -10%
TW
356
Transform Wealth
Colorado
$565K +$1.81K +36 +0.3%
CPRC
357
Consolidated Portfolio Review Corp
New York
$562K +$128K +2,546 +29%
SSWM
358
Sheets Smith Wealth Management
North Carolina
$560K +$262K +5,207 +88%
VWM
359
Venturi Wealth Management
Texas
$555K -$919K -18,261 -62%
Creative Planning
360
Creative Planning
Kansas
$554K +$241K +4,790 +77%
EPAM
361
Euro Pacific Asset Management
Puerto Rico
$551K +$94.8K +1,883 +21%
DWM
362
Denver Wealth Management
Colorado
$548K +$302K +5,989 +122%
MIM
363
MTM Investment Management
South Carolina
$540K +$46.9K +932 +10%
1CP
364
17 Capital Partners
Arizona
$516K +$58.4K +1,159 +13%
IWN
365
Independent Wealth Network
Iowa
$513K +$1.71K +34 +0.3%
BTI
366
Blue Trust Inc
Georgia
$508K +$218K +4,323 +75%
ACM
367
ADAR1 Capital Management
Texas
$502K -$2.16M -43,000 -81%
RFA
368
Resurgent Financial Advisors
Georgia
$500K +$502K +9,965 New
BIP
369
Blueprint Investment Partners
North Carolina
$500K +$502K +9,964 New
CSC
370
Caldwell Sutter Capital
California
$500K -$30.5K -606 -6%
DWA
371
Delos Wealth Advisors
Texas
$498K
RC
372
Roundview Capital
New Jersey
$497K
CIA
373
Cascade Investment Advisors
Oregon
$488K +$11.4K +227 +2%
HCA
374
Harbour Capital Advisors
Virginia
$483K -$252K -5,000 -34%
MG
375
Mather Group
Illinois
$472K -$1.22M -24,269 -72%