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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

507 hedge funds and large institutions have $11.3B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 200 increasing their positions, 199 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+22
Holders Change %
+4.54%
% of All Funds
7.37%
Holding in Top 10
74
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.63%
% of All Funds
1.08%
New
64
Increased
200
Reduced
199
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$134M
2
C
Certuity
Florida
+$47.5M
3
BlackRock
BlackRock
New York
+$44.4M
4
RJA
Raymond James & Associates
Florida
+$36.6M
5
QC
Quadrature Capital
United Kingdom
+$28.5M

Top Sellers

1
STA
Summit Trail Advisors
New York
-$229M
2
Citadel Advisors
Citadel Advisors
Florida
-$93.2M
3
Bank of America
Bank of America
North Carolina
-$86.2M
4
BW
BIP Wealth
Georgia
-$45.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$43M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
401
National Bank of Canada
Quebec, Canada
$346K -$411K -8,172 -54%
LGWM
402
Litman Gregory Wealth Management
California
$337K +$337K +6,692 New
VCM
403
Virtue Capital Management
Tennessee
$331K +$331K +6,566 New
CB
404
Community Bank
New York
$331K -$53.3K -1,059 -14%
GI
405
Gradient Investments
Minnesota
$329K +$325K +6,456 +8,070%
WIM
406
Westside Investment Management
California
$327K – – –
CL
407
Choreo LLC
Illinois
$327K +$327K +6,494 New
IAS
408
Insigneo Advisory Services
Florida
$315K +$315K +6,258 New
SFPG
409
Stonebridge Financial Planning Group
Florida
$314K -$55.3K -1,100 -15%
Creative Planning
410
Creative Planning
Kansas
$314K +$314K +6,242 New
RJT
411
Raymond James Trust
Florida
$308K – – –
RWA
412
Redmont Wealth Advisors
Illinois
$305K +$18.5K +367 +6%
CAM
413
Creekmur Asset Management
Illinois
$300K -$57.3K -1,138 -16%
SSWM
414
Sheets Smith Wealth Management
North Carolina
$299K +$299K +5,948 New
KV
415
Kickstand Ventures
New York
$295K -$361K -7,167 -55%
VBFP
416
Valtinson Bruner Financial Planning
Minnesota
$295K -$40.1K -798 -12%
BTI
417
Blue Trust Inc
Georgia
$291K – – –
SW
418
Simplicity Wealth
New Jersey
$287K +$22K +437 +8%
LBC
419
Lowe Brockenbrough & Co
Virginia
$280K -$31.9K -635 -10%
MM
420
Main Management
California
$279K -$13.8K -275 -5%
CA
421
Continuum Advisory
Idaho
$278K – – –
PFG
422
Peterson Financial Group
Iowa
$276K +$276K +5,495 New
AFG
423
Atomi Financial Group
New York
$276K -$704 -14 -0.3%
Lido Advisors
424
Lido Advisors
California
$266K -$9.56K -190 -3%
BCM
425
Brookstone Capital Management
Illinois
$264K +$61K +1,210 +30%
15 16
17
18 19