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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.15B
2
BW
BIP Wealth
Georgia
$286M
3
LPL Financial
LPL Financial
California
$636M
4
SEIA
Signature Estate & Investment Advisors
California
$113M
5
PAG
Private Advisor Group
New Jersey
$112M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$529M
2
3AM
3EDGE Asset Management
Florida
$0
3
HHGA
Halbert Hargrove Global Advisors
California
$0
4
Cerity Partners
Cerity Partners
New York
$6.69M
5
Bank of America
Bank of America
North Carolina
$1.34B
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
426
Lido Advisors
California
$289K -$43.5K -866 -13%
GC
427
Guggenheim Capital
Illinois
$288K +$288K +5,731 New
S
428
SignatureFD
Georgia
$286K +$45.2K +899 +19%
PMG
429
ProVise Management Group
Florida
$285K -$352 -7 -0.1%
CA
430
Continuum Advisory
Idaho
$277K -$191K -3,808 -41%
IWC
431
Integrated Wealth Concepts
Massachusetts
$275K -$1.69M -33,726 -86%
WS
432
Wedbush Securities
California
$273K +$6.03K +120 +2%
TWM
433
TSA Wealth Management
Texas
$266K +$266K +5,294 New
Citigroup
434
Citigroup
New York
$265K +$92.9K +1,849 +54%
NG
435
Norden Group
Utah
$263K -$1.78M -23,707 -87%
TJHA
436
Thomas J. Herzfeld Advisors
Florida
$260K -$2.83M -56,310 -92%
ICMP
437
Integrated Capital Management (Pennsylvania)
Pennsylvania
$260K -$62.9K -1,253 -20%
TWC
438
TD Waterhouse Canada
Ontario, Canada
$259K +$86.9K +1,729 +51%
SFP
439
Strategic Financial Partners
Oregon
$256K – – –
BWP
440
Baldwin Wealth Partners
Massachusetts
$252K +$252K +5,015 New
VWM
441
Vigilare Wealth Management
Arizona
$251K +$251K +5,000 New
NS
442
NBC Securities
Alabama
$251K +$50.1K +997 +25%
IWN
443
Independent Wealth Network
Iowa
$245K -$8.99K -179 -4%
OC
444
Oarsman Capital
Wisconsin
$240K -$9.04K -180 -4%
SC
445
Summa Corp
Texas
$239K +$239K +4,760 New
Betterment LLC
446
Betterment LLC
New York
$238K -$3.22K -64 -1%
ARC
447
Advisor Resource Council
Texas
$237K +$237K +4,709 New
PCA
448
Prosperity Capital Advisors
Ohio
$236K +$236K +4,701 New
1WM
449
1900 Wealth Management
Texas
$230K -$506K -10,066 -69%
GFA
450
Gallagher Fiduciary Advisors
Illinois
$226K +$226K +4,500 New
16 17
18
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