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WisdomTree Floating Rate Treasury Fund

507 hedge funds and large institutions have $12.3B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 181 increasing their positions, 199 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+33
Holders Change %
+6.96%
% of All Funds
7.43%
Holding in Top 10
84
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.23%
New
96
Increased
181
Reduced
199
Closed
55
Calls
$980K
Puts
Net Calls
+$980K
Net Calls Change
-$746K
Name Holding Trade Value Shares
Change
Shares
Change %
VAS
401
Vestmark Advisory Solutions
Massachusetts
$378K -$612K -12,172 -62%
NW
402
NewEdge Wealth
Pennsylvania
$378K -$612K -12,172 -62%
SQA
403
Simon Quick Advisors
New Jersey
$372K
MA
404
Marshfield Associates
District of Columbia
$372K +$43.5K +865 +13%
MAG
405
Mayfair Advisory Group
Alabama
$362K -$262K -5,209 -42%
MFIM
406
Mesirow Financial Investment Management
Illinois
$357K +$357K +7,105 New
RWA
407
Redmont Wealth Advisors
Illinois
$357K -$430K -8,560 -55%
Focus Partners Wealth
408
Focus Partners Wealth
Massachusetts
$353K +$353K +7,019 New
NC
409
NewSquare Capital
Pennsylvania
$352K +$22.9K +455 +7%
DAS
410
Dynamic Advisor Solutions
Arizona
$345K -$291K -5,777 -46%
AWA
411
Arete Wealth Advisors
Illinois
$340K +$340K +6,758 New
MA
412
Mutual Advisors
Nebraska
$339K +$136K +2,708 +67%
IHL
413
Investment House LLC
California
$338K -$4.87K -97 -1%
BAM
414
Belpointe Asset Management
Nevada
$336K -$194K -3,854 -37%
VBFP
415
Valtinson Bruner Financial Planning
Minnesota
$335K
VAG
416
VisionPoint Advisory Group
Texas
$325K -$13.9K -277 -4%
HNB
417
Huntington National Bank
Ohio
$323K -$67.9K
CSC
418
Caldwell Sutter Capital
California
$323K +$117K +2,333 +57%
DCM
419
Donaldson Capital Management
Indiana
$321K -$89.8K -1,787 -22%
PA
420
Pinnacle Associates
New York
$319K -$19.9K -397 -6%
LBC
421
Lowe Brockenbrough & Co
Virginia
$317K +$317K +6,310 New
GWSG
422
GPS Wealth Strategies Group
Colorado
$305K +$94K +1,871 +44%
MM
423
Main Management
California
$303K +$303K +6,039 New
FCG
424
Fielder Capital Group
Tennessee
$299K +$299K +5,955 New
RJT
425
Raymond James Trust
Florida
$295K +$13.3K +265 +5%