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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

348 hedge funds and large institutions have $9.81B invested in WisdomTree Floating Rate Treasury Fund in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 154 increasing their positions, 80 reducing their positions, and 31 closing their positions.

Holders
348
Holders Change
+63
Holders Change %
+22.11%
% of All Funds
5.61%
Holding in Top 10
78
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+36.84%
% of All Funds
1.26%
New
101
Increased
154
Reduced
80
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.55B
2
STA
2
Summit Trail Advisors
New York
$998M
3
Morgan Stanley
3
Morgan Stanley
New York
$949M
4
RBA
4
Richard Bernstein Advisors
New York
$391M
5
FCH
5
Freestone Capital Holdings
Washington
$127M

Top Sellers

1
VWM
1
Venturi Wealth Management
Texas
$20M
2
C
2
Certuity
Florida
$53.5M
3
Truist Financial
3
Truist Financial
North Carolina
$2.28M
4
JWM
4
Jackson Wealth Management
Florida
$0
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$7.75M
Name Market Value Shares Shares
Change 		Shares
Change %
PFA
376
Professional Financial Advisors
Nebraska
– – -367 Closed
MA
377
MUFG Americas
New York
– – -287 Closed
BA
378
Bellwether Advisors
Nebraska
– – -210 Closed
IAMOG
379
Investors Asset Management of Georgia
Georgia
– – -202 Closed
12 13 14 15
16