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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

474 hedge funds and large institutions have $12.4B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 224 increasing their positions, 145 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+35
Holders Change %
+7.97%
% of All Funds
7.56%
Holding in Top 10
84
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+7.69%
% of All Funds
1.34%
New
81
Increased
224
Reduced
145
Closed
43
Calls
$1.73M
Puts
–
Net Calls
+$1.73M
Net Calls Change
+$1.43M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$220M
2
HHGA
Halbert Hargrove Global Advisors
California
+$104M
3
LPL Financial
LPL Financial
California
+$96.7M
4
Cerity Partners
Cerity Partners
New York
+$79.9M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$62.9M

Top Sellers

1
FCH
Freestone Capital Holdings
Washington
-$409M
2
Bank of America
Bank of America
North Carolina
-$230M
3
VWM
Venturi Wealth Management
Texas
-$141M
4
RBA
Richard Bernstein Advisors
New York
-$113M
5
BW
BIP Wealth
Georgia
-$49.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
451
HHM Wealth Advisors
Tennessee
$29K – – –
PMFA
452
Plante Moran Financial Advisors
Michigan
$28K +$28K +557 New
HWP
453
Highline Wealth Partners
California
$27.9K +$402 +8 +1%
WWM
454
Wolff Wiese Magana
California
$23.9K -$9.11K -181 -28%
Simplex Trading
455
Simplex Trading
Illinois
$22K +$22K +453 New
BFEC
456
Benjamin F. Edwards & Company
Missouri
$21K – – –
C
457
Covestor
United Kingdom
$21K +$3.64K +71 +21%
SWM
458
Spire Wealth Management
Virginia
$13.7K +$101 +2 +0.7%
CFD
459
Creative Financial Designs
Indiana
$11.1K – – –
QCG
460
Quadrant Capital Group
Ohio
$10.8K +$10.8K +214 New
CTC
461
Central Trust Company
Missouri
$10.4K +$10.4K +207 New
BlackRock
462
BlackRock
New York
$9.76K +$9.76K +194 New
PNC Financial Services Group
463
PNC Financial Services Group
Pennsylvania
$8.3K +$8.3K +165 New
AF
464
Advisornet Financial
Minnesota
$6.94K +$6.94K +138 New
NFSG
465
Newbridge Financial Services Group
Florida
$5.99K – – –
SS
466
Sunbelt Securities
Texas
$4.78K +$4.78K +95 New
PA
467
Parallel Advisors
California
$3.98K – – –
LFA
468
Legend Financial Advisors
Pennsylvania
$2.97K – – –
GEA
469
Glen Eagle Advisors
New Jersey
$2.87K – – –
FCA
470
FinTrust Capital Advisors
South Carolina
$2.27K +$2.27K +45 New
CAS
471
Coppell Advisory Solutions
Texas
$1.11K +$1.11K +22 New
TFGT
472
TS Financial Group (TSFG)
Illinois
$1K +$1K +20 New
GIA
473
GHP Investment Advisors
Colorado
$958 – – –
MA
474
MCF Advisors
Kentucky
$554 – – –
CIA
475
Cape Investment Advisory
Georgia
$352 +$352 +7 New
17 18
19
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