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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 %
GLA
426
Good Life Advisors
Pennsylvania
$253K -$965K -19,233 -79%
BWP
427
Baldwin Wealth Partners
Massachusetts
$252K
LSA
428
L & S Advisors
California
$251K
ZF
429
Zega Financial
Florida
$250K +$250K +4,976 New
FIA
430
Foundations Investment Advisors
Arizona
$250K +$2.91K +58 +1%
WS
431
Wedbush Securities
California
$244K -$18.2K -363 -7%
VAG
432
VisionPoint Advisory Group
Texas
$240K +$24.7K +492 +11%
EAM
433
Everstar Asset Management
North Carolina
$236K +$236K +4,700 New
PP
434
Patron Partners
Texas
$234K -$664K -13,219 -74%
OMC
435
Old Mission Capital
Illinois
$232K +$232K +4,614 New
KFGK
436
Keystone Financial Group (Kentucky)
Kentucky
$231K +$231K +4,609 New
Corient Private Wealth
437
Corient Private Wealth
Florida
$227K -$587K -11,692 -72%
TFGT
438
TS Financial Group (TSFG)
Illinois
$226K -$14K -280 -6%
WG
439
Watchman Group
Texas
$224K +$224K +4,470 New
SQA
440
Simon Quick Advisors
New Jersey
$223K -$226K -4,497 -50%
SFC
441
Strategic Financial Concepts
Texas
$222K -$24.7M -492,527 -99%
SEA
442
Stegent Equity Advisors
Texas
$222K +$502 +10 +0.2%
BBHC
443
Brown Brothers Harriman & Co
New York
$221K
PCA
444
Prosperity Capital Advisors
Ohio
$219K -$321K -6,385 -59%
RWM
445
Revisor Wealth Management
Ohio
$216K -$315K -6,280 -59%
GG
446
GenWealth Group
New Jersey
$211K +$211K +4,209 New
VF
447
VitalStone Financial
Texas
$211K +$4.27K +85 +2%
BCM
448
Brookstone Capital Management
Illinois
$210K -$53.6K -1,068 -20%
MWM
449
Melfa Wealth Management
Massachusetts
$208K
Citigroup
450
Citigroup
New York
$207K -$32.3K -644 -14%