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WisdomTree Floating Rate Treasury Fund

485 hedge funds and large institutions have $11.4B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 184 increasing their positions, 220 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
-22
Holders Change %
-4.34%
% of All Funds
7.03%
Holding in Top 10
76
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.52%
% of All Funds
1.1%
New
48
Increased
184
Reduced
220
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VF
401
VitalStone Financial
Texas
$306K +$182K +3,610 +146%
DFA
402
DHJJ Financial Advisors
Illinois
$294K +$181K +3,600 +160%
MM
403
Main Management
California
$293K -$11.1K -220 -4%
BTI
404
Blue Trust Inc
Georgia
$291K -$947K -18,822 -76%
RWA
405
Redmont Wealth Advisors
Illinois
$286K -$71K -1,411 -20%
DWM
406
Destination Wealth Management
California
$279K -$146K -2,898 -34%
IWP
407
IAG Wealth Partners
Wisconsin
$279K -$571K -11,363 -67%
CA
408
Continuum Advisory
Idaho
$278K
AFG
409
Atomi Financial Group
New York
$276K +$276K +5,490 New
FPIS
410
Financial Planning & Information Services
Wisconsin
$275K -$266K -5,287 -49%
Lido Advisors
411
Lido Advisors
California
$275K -$14.6K -291 -5%
HCM
412
Hollencrest Capital Management
California
$274K -$909K -18,076 -77%
EWM
413
Executive Wealth Management
Michigan
$269K -$6.65M -132,127 -96%
SW
414
Simplicity Wealth
New Jersey
$265K +$265K +5,260 New
Empower Advisory Group
415
Empower Advisory Group
Colorado
$261K +$261K +5,195 New
WMA
416
Wealth Management Associates
New Jersey
$261K +$48K +955 +23%
WS
417
Wedbush Securities
California
$255K -$18.7K -371 -7%
BWP
418
Baldwin Wealth Partners
Massachusetts
$252K
VWM
419
Vigilare Wealth Management
Arizona
$251K
LSA
420
L & S Advisors
California
$251K +$251K +5,000 New
Citigroup
421
Citigroup
New York
$251K -$14.5K -289 -5%
BPA
422
Beacon Pointe Advisors
California
$248K +$248K +4,928 New
FF
423
Friedenthal Financial
New Jersey
$242K +$26.9K +535 +12%
SC
424
Summa Corp
Texas
$239K
VCP
425
Verus Capital Partners
Arizona
$237K +$27.9K +555 +13%