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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
PHWM
376
Pine Harbor Wealth Management
Maryland
$468K
AWA
377
Arkadios Wealth Advisors
Georgia
$459K +$460K +9,138 New
AWG
378
Altus Wealth Group
Colorado
$455K -$161K -3,198 -26%
CTC
379
Central Trust Company
Missouri
$455K +$456K +9,056 New
NS
380
NBC Securities
Alabama
$453K -$6.24K -124 -1%
WMA
381
Wealth Management Associates
New Jersey
$452K +$192K +3,819 +74%
LSIA
382
LaSalle St. Investment Advisors
Illinois
$446K +$448K +8,893 New
VWA
383
VERITY Wealth Advisors
United States
$425K +$2.12K +42 +0.5%
WTC
384
WhitTier Trust Company
Nevada
$423K +$424K +8,415 New
Lido Advisors
385
Lido Advisors
California
$413K +$148K +2,941 +56%
SPC
386
Sigma Planning Corp
Michigan
$409K -$119K -2,355 -22%
DWM
387
Defined Wealth Management
Oregon
$407K +$9.92K +197 +2%
WCG
388
Weaver Consulting Group
California
$405K -$3.98K -79 -1%
DFA
389
DHJJ Financial Advisors
Illinois
$403K -$78.4K -1,557 -16%
HCA
390
Heck Capital Advisors
Wisconsin
$399K
FSA
391
Financial Services Advisory
Maryland
$396K
SWA
392
Sax Wealth Advisors
New Jersey
$389K +$170K +3,377 +77%
LBC
393
Lowe Brockenbrough & Co
Virginia
$385K +$106K +2,100 +38%
DWT
394
Dorsey & Whitney Trust
South Dakota
$384K -$47.8K -949 -11%
FFA
395
Farther Finance Advisors
California
$381K +$237K +4,703 +163%
MA
396
Marshfield Associates
District of Columbia
$372K
TAM
397
Tucker Asset Management
Colorado
$369K -$97K -1,927 -21%
SCA
398
Snowden Capital Advisors
New York
$353K -$90.3K -1,794 -20%
CL
399
Choreo LLC
Illinois
$338K +$12K +239 +4%
DAS
400
Dynamic Advisor Solutions
Arizona
$337K -$74K -1,470 -18%