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WisdomTree Floating Rate Treasury Fund

439 hedge funds and large institutions have $12.2B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 183 increasing their positions, 168 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+50
Holders Change %
+12.85%
% of All Funds
6.92%
Holding in Top 10
78
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.41%
% of All Funds
1.23%
New
70
Increased
183
Reduced
168
Closed
18
Calls
$297K
Puts
Net Calls
+$297K
Net Calls Change
+$21K
Name Holding Trade Value Shares
Change
Shares
Change %
WTC
401
WhitTier Trust Company
Nevada
$105K +$105K +2,078 New
VNA
402
Valley National Advisers
Pennsylvania
$95K +$49.3K +970 +108%
EWM
403
EPG Wealth Management
Georgia
$89.6K -$1.16K -23 -1%
EWA
404
EverSource Wealth Advisors
Alabama
$82.7K +$82.7K +1,644 New
Bessemer Group
405
Bessemer Group
New Jersey
$74K +$74K +1,472 New
GI
406
Gradient Investments
Minnesota
$66.5K +$63K +1,251 +1,787%
HNB
407
Huntington National Bank
Ohio
$63.7K -$90.1K
FFA
408
Farther Finance Advisors
California
$60.8K -$92.9K -1,846 -60%
TPCW
409
TD Private Client Wealth
New York
$58.5K -$72.2K -1,435 -55%
VAG
410
VisionPoint Advisory Group
Texas
$36.6K +$36.6K +728 New
LTI
411
Laffer Tengler Investments
Tennessee
$33.5K -$238K -4,727 -88%
WWM
412
Wolff Wiese Magana
California
$33K +$302 +6 +0.9%
PB
413
Pinnacle Bancorp
Nebraska
$30.9K -$1.26K -25 -4%
CSC
414
Caldwell Sutter Capital
California
$30.2K +$30.2K +601 New
AWM
415
Abound Wealth Management
Tennessee
$29.6K +$29.6K +588 New
ETC
416
Exchange Traded Concepts
Oklahoma
$29.1K -$36.5K -726 -56%
HWA
417
HHM Wealth Advisors
Tennessee
$29K
HWP
418
Highline Wealth Partners
California
$27.5K +$27.5K +547 New
BFEC
419
Benjamin F. Edwards & Company
Missouri
$21K
WP
420
WealthPLAN Partners
Nebraska
$20.2K +$20.2K +402 New
AIP
421
Ameritas Investment Partners
Nebraska
$20.2K +$20.2K +402 New
C
422
Covestor
United Kingdom
$17K -$2.66K -53 -14%
SWM
423
Spire Wealth Management
Virginia
$13.6K +$50 +1 +0.4%
FBC
424
Fairfield, Bush & Co
Connecticut
$13.4K +$13.4K +266 New
CFD
425
Creative Financial Designs
Indiana
$11.1K -$8.45K -168 -43%