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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

389 hedge funds and large institutions have $11.1B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 174 increasing their positions, 126 reducing their positions, and 29 closing their positions.

Holders
389
Holders Change
+41
Holders Change %
+11.78%
% of All Funds
6.23%
Holding in Top 10
74
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.13%
% of All Funds
1.18%
New
76
Increased
174
Reduced
126
Closed
29
Calls
$276K
Puts
–
Net Calls
+$276K
Net Calls Change
+$276K

Top Buyers

1
FCH
1
Freestone Capital Holdings
Washington
$452M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.09B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$266M
4
Bank of America
4
Bank of America
North Carolina
$1.65B
5
MWM
5
Mission Wealth Management
California
$91.4M

Top Sellers

1
3AM
1
3EDGE Asset Management
Florida
$212M
2
WA
2
Win Advisors
Florida
$750K
3
AWM
3
Aprio Wealth Management
Georgia
$2.42M
4
TC
4
TownSquare Capital
Utah
$42.6M
5
SEIA
5
Signature Estate & Investment Advisors
California
$74.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CCG
401
Cypress Capital Group
Florida
– – -9,950 Closed
OCM
402
One Capital Management
California
– – -8,553 Closed
PWMAG
403
Pinnacle Wealth Management Advisory Group
New Jersey
– – -5,995 Closed
BOM
404
Bank of Marin
California
– – -5,215 Closed
HAS
405
HBW Advisory Services
California
– – -4,531 Closed
HWM
406
Heirloom Wealth Management
Colorado
– – -4,297 Closed
SC
407
SouthState Corp
Florida
– – -3,334 Closed
BAAM
408
Baker Avenue Asset Management
California
– – -1,817 Closed
AWM
409
Accurate Wealth Management
Florida
– – -1,531 Closed
CS
410
Comerica Securities
Michigan
– – -1,276 Closed
MSCM
411
McElhenny Sheffield Capital Management
Texas
– – -668 Closed
AWM
412
Activest Wealth Management
Florida
– – -635 Closed
DWP
413
Destiny Wealth Partners
Florida
– – -455 Closed
USCWA
414
U.S. Capital Wealth Advisors
Texas
– – -188 Closed
VF
415
VitalStone Financial
Texas
– – -166 Closed
CAS
416
Coppell Advisory Solutions
Texas
– – -22 Closed
CASC
417
Coppell Advisory Solutions Corp
Texas
– – -22 Closed
LWP
418
Laurel Wealth Planning
Minnesota
– – -21 Closed
LFG
419
Larson Financial Group
Missouri
– – -5 Closed
Belvedere Trading
420
Belvedere Trading
Illinois
– – – –
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