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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 %
AWA
376
Arkadios Wealth Advisors
Georgia
$459K +$459K +9,138 New
AWG
377
Altus Wealth Group
Colorado
$455K -$161K -3,198 -26%
CTC
378
Central Trust Company
Missouri
$455K +$455K +9,056 New
NS
379
NBC Securities
Alabama
$453K -$6.22K -124 -1%
WMA
380
Wealth Management Associates
New Jersey
$452K +$192K +3,819 +74%
LSIA
381
LaSalle St. Investment Advisors
Illinois
$446K +$446K +8,893 New
VWA
382
VERITY Wealth Advisors
United States
$425K +$2.11K +42 +0.5%
WTC
383
WhitTier Trust Company
Nevada
$423K +$423K +8,415 New
Lido Advisors
384
Lido Advisors
California
$413K +$148K +2,941 +56%
SPC
385
Sigma Planning Corp
Michigan
$409K -$118K -2,355 -22%
DWM
386
Defined Wealth Management
Oregon
$407K +$9.89K +197 +2%
WCG
387
Weaver Consulting Group
California
$405K -$3.97K -79 -1%
DFA
388
DHJJ Financial Advisors
Illinois
$403K -$78.2K -1,557 -16%
HCA
389
Heck Capital Advisors
Wisconsin
$399K
FSA
390
Financial Services Advisory
Maryland
$396K
SWA
391
Sax Wealth Advisors
New Jersey
$389K +$170K +3,377 +77%
LBC
392
Lowe Brockenbrough & Co
Virginia
$385K +$105K +2,100 +38%
DWT
393
Dorsey & Whitney Trust
South Dakota
$384K -$47.7K -949 -11%
FFA
394
Farther Finance Advisors
California
$381K +$236K +4,703 +163%
MA
395
Marshfield Associates
District of Columbia
$372K
TAM
396
Tucker Asset Management
Colorado
$369K -$96.8K -1,927 -21%
SCA
397
Snowden Capital Advisors
New York
$353K -$90.1K -1,794 -20%
CL
398
Choreo LLC
Illinois
$338K +$12K +239 +4%
DAS
399
Dynamic Advisor Solutions
Arizona
$337K -$73.8K -1,470 -18%
Fifth Third Bancorp
400
Fifth Third Bancorp
Ohio
$327K -$83.8K -1,669 -20%