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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 %
GG
426
GenWealth Group
New Jersey
$236K +$236K +4,700 New
XT
427
XTX Topco
Cayman Islands
$230K +$230K +4,575 New
AWM
428
Avior Wealth Management
Nebraska
$230K +$214K +4,256 +1,364%
IHL
429
Investment House LLC
California
$227K -$111K -2,216 -33%
VAG
430
VisionPoint Advisory Group
Texas
$222K -$104K -2,064 -32%
MWM
431
Melfa Wealth Management
Massachusetts
$208K +$208K +4,145 New
GWSG
432
GPS Wealth Strategies Group
Colorado
$205K -$100K -1,994 -33%
BCM
433
Brookstone Capital Management
Illinois
$203K -$13K -258 -6%
NW
434
NewEdge Wealth
Pennsylvania
$200K -$178K -3,540 -47%
JFGIW
435
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$180K
TWC
436
TD Waterhouse Canada
Ontario, Canada
$173K -$86.1K -1,712 -33%
AWM
437
Atticus Wealth Management
Florida
$170K -$806K -16,016 -83%
HNB
438
Huntington National Bank
Ohio
$150K -$323K
AIC
439
Archer Investment Corporation
Indiana
$149K +$71.7K +1,425 +93%
VNA
440
Valley National Advisers
Pennsylvania
$134K +$23.5K +471 +21%
ACA
441
Aptus Capital Advisors
Alabama
$118K +$118K +2,350 New
PCM
442
Penserra Capital Management
California
$89K -$42.1K -837 -32%
TH
443
TCTC Holdings
Texas
$87.1K
OWA
444
Opal Wealth Advisors
New York
$86.7K +$86.7K +1,725 New
EWM
445
EPG Wealth Management
Georgia
$77.9K +$704 +14 +0.9%
HGERS
446
Householder Group Estate & Retirement Specialist
Arizona
$71.6K
CA
447
CoreCap Advisors
Michigan
$62.9K +$62.9K +1,251 New
PFBT
448
Parkside Financial Bank & Trust
Missouri
$60.3K -$65.1K -1,294 -52%
HFM
449
Hartford Financial Management
Connecticut
$54.5K +$15.5K +308 +40%
RIL
450
Rothschild Investment LLC
Illinois
$52.8K +$52.1K +1,036 +7,400%