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WisdomTree Floating Rate Treasury Fund

390 hedge funds and large institutions have $11.2B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 174 increasing their positions, 126 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 29

38% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 126

14% more capital invested

Capital invested by funds: $9.81B → $11.2B (+$1.34B)

12% more funds holding

Funds holding: 348390 (+42)

4.51% less ownership

Funds ownership: 77.11%72.61% (-4.5%)

5% less funds holding in top 10

Funds holding in top 10: 7874 (-4)

Holders
390
Holders Change
+42
Holders Change %
+12.07%
% of All Funds
6.22%
Holding in Top 10
74
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.13%
% of All Funds
1.18%
New
77
Increased
174
Reduced
126
Closed
29
Calls
$276K
Puts
Net Calls
+$276K
Net Calls Change
+$276K
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
376
HHM Wealth Advisors
Tennessee
$29K +$29K +577 New
BFEC
377
Benjamin F. Edwards & Company
Missouri
$21K
C
378
Covestor
United Kingdom
$20K -$1.66K -33 -8%
CFD
379
Creative Financial Designs
Indiana
$19.5K +$3.32K +66 +20%
SWM
380
Spire Wealth Management
Virginia
$13.5K +$101 +2 +0.7%
HWA
381
Heritage Wealth Advisors
Virginia
$10.9K +$10.9K +217 New
Commonwealth Equity Services
382
Commonwealth Equity Services
Massachusetts
$6.08K +$695K +13,811 +13%
AWM
383
Avior Wealth Management
Nebraska
$5.38K +$5.38K +107 New
AF
384
Advisornet Financial
Minnesota
$5.03K +$5.03K +100 New
PA
385
Parallel Advisors
California
$3.97K
GI
386
Gradient Investments
Minnesota
$3.52K +$3.52K +70 New
LFA
387
Legend Financial Advisors
Pennsylvania
$2.97K -$172K -3,426 -98%
GFWA
388
Grey Fox Wealth Advisors
Delaware
$2.88K +$2.87K +57 New
GEA
389
Glen Eagle Advisors
New Jersey
$2.87K -$2.11K -42 -42%
IFAM
390
Institutional & Family Asset Management
Colorado
$2.26K
MA
391
MCF Advisors
Kentucky
$553
RCS
392
Retirement Capital Strategies
California
-$11.3M -225,669 Closed
VFM
393
Valley Financial Management
New York
-$6.52M -129,667 Closed
FCAG
394
First Capital Advisors Group
New Jersey
-$5.04M -100,352 Closed
BW
395
Bison Wealth
Georgia
-$1.73M -34,493 Closed
LBC
396
Lawrence B. Cohen
-$1.65M -32,779 Closed
BF
397
Blankinship & Foster
California
-$876K -17,423 Closed
HWAM
398
Hennion & Walsh Asset Management
New Jersey
-$698K -13,883 Closed
BWM
399
Benchmark Wealth Management
Connecticut
-$613K -12,200 Closed
LA
400
Latitude Advisors
Florida
-$519K -10,319 Closed