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WisdomTree Floating Rate Treasury Fund

485 hedge funds and large institutions have $11.4B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 184 increasing their positions, 220 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
-22
Holders Change %
-4.34%
% of All Funds
7.03%
Holding in Top 10
76
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.52%
% of All Funds
1.1%
New
48
Increased
184
Reduced
220
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NS
376
NBC Securities
Alabama
$396K +$145K +2,877 +58%
FFBTD
377
First Financial Bank - Trust Division
Ohio
$388K -$96K -1,909 -20%
FIA
378
Foundations Investment Advisors
Arizona
$387K -$196K -3,907 -34%
CB
379
Community Bank
New York
$384K -$151K -3,000 -28%
S
380
SignatureFD
Georgia
$376K +$88.9K +1,767 +31%
SQA
381
Simon Quick Advisors
New Jersey
$373K
MA
382
Marshfield Associates
District of Columbia
$372K
SFPG
383
Stonebridge Financial Planning Group
Florida
$370K -$25.1K -500 -6%
DAS
384
Dynamic Advisor Solutions
Arizona
$369K +$24.7K +491 +7%
SC
385
Savant Capital
Illinois
$367K -$17.3K -344 -4%
MFIM
386
Mesirow Financial Investment Management
Illinois
$364K +$7.14K +142 +2%
CAM
387
Creekmur Asset Management
Illinois
$357K -$253K -5,025 -41%
Bank of Montreal
388
Bank of Montreal
Ontario, Canada
$352K +$352K +6,996 New
Pathstone Holdings
389
Pathstone Holdings
New Jersey
$349K -$152K -3,022 -30%
SAI
390
Savvy Advisors Inc
New York
$343K -$162K -3,227 -32%
T
391
Tidemark
California
$336K -$4.7M -93,458 -93%
VBFP
392
Valtinson Bruner Financial Planning
Minnesota
$335K
KFGK
393
Keystone Financial Group (Kentucky)
Kentucky
$332K -$3.03M -60,212 -90%
WIM
394
Westside Investment Management
California
$327K -$347K -6,900 -51%
PWA
395
Prairie Wealth Advisors
Nebraska
$327K +$327K +6,497 New
PWMAG
396
Pinnacle Wealth Management Advisory Group
New Jersey
$323K +$323K +6,419 New
DCM
397
Donaldson Capital Management
Indiana
$320K -$955 -19 -0.3%
FFA
398
Farther Finance Advisors
California
$319K +$291K +5,788 +1,060%
LBC
399
Lowe Brockenbrough & Co
Virginia
$312K -$5.03K -100 -2%
RJT
400
Raymond James Trust
Florida
$308K +$12.1K +241 +4%