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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
EL
426
Essex LLC
Illinois
$256K +$256K +5,090 New
GLA
427
Good Life Advisors
Pennsylvania
$253K -$968K -19,233 -79%
BWP
428
Baldwin Wealth Partners
Massachusetts
$252K
LSA
429
L & S Advisors
California
$251K
ZF
430
Zega Financial
Florida
$250K +$251K +4,976 New
FIA
431
Foundations Investment Advisors
Arizona
$250K +$2.92K +58 +1%
WS
432
Wedbush Securities
California
$244K -$18.3K -363 -7%
VAG
433
VisionPoint Advisory Group
Texas
$240K +$24.8K +492 +11%
EAM
434
Everstar Asset Management
North Carolina
$236K +$237K +4,700 New
PP
435
Patron Partners
Texas
$234K -$666K -13,219 -74%
OMC
436
Old Mission Capital
Illinois
$232K +$232K +4,614 New
KFGK
437
Keystone Financial Group (Kentucky)
Kentucky
$231K +$232K +4,609 New
Corient Private Wealth
438
Corient Private Wealth
Florida
$227K -$589K -11,692 -72%
TFGT
439
TS Financial Group (TSFG)
Illinois
$226K -$14.1K -280 -6%
WG
440
Watchman Group
Texas
$224K +$225K +4,470 New
SQA
441
Simon Quick Advisors
New Jersey
$223K -$226K -4,497 -50%
SFC
442
Strategic Financial Concepts
Texas
$222K -$24.8M -492,527 -99%
SEA
443
Stegent Equity Advisors
Texas
$222K +$503 +10 +0.2%
BBHC
444
Brown Brothers Harriman & Co
New York
$221K
PCA
445
Prosperity Capital Advisors
Ohio
$219K -$321K -6,385 -59%
RWM
446
Revisor Wealth Management
Ohio
$216K -$316K -6,280 -59%
GG
447
GenWealth Group
New Jersey
$211K +$212K +4,209 New
VF
448
VitalStone Financial
Texas
$211K +$4.28K +85 +2%
BCM
449
Brookstone Capital Management
Illinois
$210K -$53.8K -1,068 -20%
MWM
450
Melfa Wealth Management
Massachusetts
$208K