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WisdomTree Floating Rate Treasury Fund
USFR
USFR
564 hedge funds and large institutions have $10.5B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 221 increasing their positions, 196 reducing their positions, and 37 closing their positions.
New
Increased
Maintained
Reduced
Closed
181% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 37
28% more funds holding in top 10
Funds holding in top 10: 68 → 87 (+19)
13% more repeat investments, than reductions
Existing positions increased: 221 | Existing positions reduced: 196
11% more funds holding
Funds holding: 508 → 564 (+56)
3.34% more ownership
Funds ownership: 61.22% → 64.56% (+3.3%)
2% more capital invested
Capital invested by funds: $10.3B → $10.5B (+$214M)
Holders
564
Holders Change
+56
Holders Change %
+11.02%
% of All Funds
7.43%
Holding in Top 10
87
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+27.94%
% of All Funds
1.15%
New
104
Increased
221
Reduced
196
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
STA
Summit Trail Advisors
New York
|
+$209M |
| 2 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$95.9M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$75.5M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$45.6M |
| 5 |
MTC
Matrix Trust Company
Denver,
Colorado
|
+$35.5M |
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$479M |
| 2 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
-$176M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$68.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$26.2M |
| 5 |
C
Certuity
North Palm Beach,
Florida
|
-$24.5M |