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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
ACM
401
Absolute Capital Management
Pennsylvania
-$518K -10,302 Closed
CCG
402
Cypress Capital Group
Florida
-$500K -9,950 Closed
OCM
403
One Capital Management
California
-$430K -8,553 Closed
PWMAG
404
Pinnacle Wealth Management Advisory Group
New Jersey
-$301K -5,995 Closed
BOM
405
Bank of Marin
California
-$262K -5,215 Closed
HAS
406
HBW Advisory Services
California
-$228K -4,531 Closed
HWM
407
Heirloom Wealth Management
Colorado
-$216K -4,297 Closed
SC
408
SouthState Corp
Florida
-$168K -3,334 Closed
BAAM
409
Baker Avenue Asset Management
California
-$91.3K -1,817 Closed
AWM
410
Accurate Wealth Management
Florida
-$77K -1,531 Closed
CS
411
Comerica Securities
Michigan
-$64.1K -1,276 Closed
MSCM
412
McElhenny Sheffield Capital Management
Texas
-$33.6K -668 Closed
AWM
413
Activest Wealth Management
Florida
-$31.9K -635 Closed
DWP
414
Destiny Wealth Partners
Florida
-$22.9K -455 Closed
USCWA
415
U.S. Capital Wealth Advisors
Texas
-$9.45K -188 Closed
VF
416
VitalStone Financial
Texas
-$8K -166 Closed
CAS
417
Coppell Advisory Solutions
Texas
-$1.11K -22 Closed
CASC
418
Coppell Advisory Solutions Corp
Texas
-$1.11K -22 Closed
LWP
419
Laurel Wealth Planning
Minnesota
-$1.06K -21 Closed
LFG
420
Larson Financial Group
Missouri
-$251 -5 Closed