We are live on ! Find out more
USFR icon

WisdomTree Floating Rate Treasury Fund

508 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 56 funds opening new positions, 201 increasing their positions, 213 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 51

0% less funds holding

Funds holding: 509508 (-1)

6% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 213

2.52% less ownership

Funds ownership: 63.74%61.22% (-2.5%)

8% less funds holding in top 10

Funds holding in top 10: 7468 (-6)

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$1.01B)

Holders
508
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.29%
Holding in Top 10
68
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.11%
% of All Funds
0.98%
New
56
Increased
201
Reduced
213
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
401
Fifth Third Bancorp
Ohio
$327K -$84K -1,669 -20%
MOS
402
MGO One Seven
Ohio
$327K -$2.94M -58,448 -90%
CRC
403
Curi RMB Capital
Illinois
$326K -$240K -4,766 -42%
KIC
404
Kensington Investment Counsel
California
$324K +$325K +6,446 New
NP
405
NorthRock Partners
Minnesota
$323K -$505K -10,022 -61%
PA
406
Pinnacle Associates
New York
$319K -$920K -18,280 -74%
AMM
407
American Money Management
California
$318K -$108K -2,139 -25%
OP
408
ORG Partners
Indiana
$317K +$318K +6,311 New
Pathstone Holdings
409
Pathstone Holdings
New Jersey
$316K -$678K -13,473 -68%
IAS
410
Insigneo Advisory Services
Florida
$306K -$8.06K -160 -3%
RWA
411
Redmont Wealth Advisors
Illinois
$304K
SW
412
Simplicity Wealth
New Jersey
$302K +$15.7K +311 +5%
S
413
SignatureFD
Georgia
$301K -$45.6K -906 -13%
CAM
414
Creekmur Asset Management
Illinois
$296K -$3.52K -70 -1%
VBFP
415
Valtinson Bruner Financial Planning
Minnesota
$295K
KV
416
Kickstand Ventures
New York
$292K -$3.27K -65 -1%
National Bank of Canada
417
National Bank of Canada
Quebec, Canada
$291K -$54.6K -1,084 -16%
AGA
418
Arkos Global Advisors
Texas
$287K -$8.33M -165,436 -97%
PFG
419
Peterson Financial Group
Iowa
$282K +$6.19K +123 +2%
CA
420
Continuum Advisory
Idaho
$278K
CB
421
Community Bank
New York
$273K -$57.2K -1,136 -17%
MM
422
Main Management
California
$267K -$11.3K -224 -4%
MGIA
423
Moneta Group Investment Advisors
Missouri
$261K +$262K +5,207 New
AFG
424
Atomi Financial Group
New York
$261K -$13.6K -270 -5%
CIA
425
Capital Investment Advisors
Georgia
$261K +$262K +5,205 New