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WisdomTree Floating Rate Treasury Fund

507 hedge funds and large institutions have $10.3B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 199 increasing their positions, 213 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
Holders Change %
0%
% of All Funds
7.33%
Holding in Top 10
68
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.11%
% of All Funds
0.98%
New
57
Increased
199
Reduced
213
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MOS
401
MGO One Seven
Ohio
$327K -$2.94M -58,448 -90%
CRC
402
Curi RMB Capital
Illinois
$326K -$239K -4,766 -42%
KIC
403
Kensington Investment Counsel
California
$324K +$324K +6,446 New
NP
404
NorthRock Partners
Minnesota
$323K -$503K -10,022 -61%
PA
405
Pinnacle Associates
New York
$319K -$918K -18,280 -74%
AMM
406
American Money Management
California
$318K -$107K -2,139 -25%
OP
407
ORG Partners
Indiana
$317K +$317K +6,311 New
Pathstone Holdings
408
Pathstone Holdings
New Jersey
$316K -$677K -13,473 -68%
IAS
409
Insigneo Advisory Services
Florida
$306K -$8.04K -160 -3%
RWA
410
Redmont Wealth Advisors
Illinois
$304K
SW
411
Simplicity Wealth
New Jersey
$302K +$15.6K +311 +5%
S
412
SignatureFD
Georgia
$301K -$45.5K -906 -13%
CAM
413
Creekmur Asset Management
Illinois
$296K -$3.52K -70 -1%
VBFP
414
Valtinson Bruner Financial Planning
Minnesota
$295K
KV
415
Kickstand Ventures
New York
$292K -$3.26K -65 -1%
National Bank of Canada
416
National Bank of Canada
Quebec, Canada
$291K -$54.4K -1,084 -16%
AGA
417
Arkos Global Advisors
Texas
$287K -$8.31M -165,436 -97%
PFG
418
Peterson Financial Group
Iowa
$282K +$6.18K +123 +2%
CA
419
Continuum Advisory
Idaho
$278K
CB
420
Community Bank
New York
$273K -$57.1K -1,136 -17%
MM
421
Main Management
California
$267K -$11.2K -224 -4%
MGIA
422
Moneta Group Investment Advisors
Missouri
$261K +$261K +5,207 New
AFG
423
Atomi Financial Group
New York
$261K -$13.6K -270 -5%
CIA
424
Capital Investment Advisors
Georgia
$261K +$261K +5,205 New
EL
425
Essex LLC
Illinois
$256K +$256K +5,090 New