USFR icon

WisdomTree Floating Rate Treasury Fund

507 hedge funds and large institutions have $12.3B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 181 increasing their positions, 199 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+33
Holders Change %
+6.96%
% of All Funds
7.43%
Holding in Top 10
84
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.23%
New
96
Increased
181
Reduced
199
Closed
55
Calls
$980K
Puts
Net Calls
+$980K
Net Calls Change
-$746K
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
451
Brookstone Capital Management
Illinois
$215K +$215K +4,288 New
FF
452
Friedenthal Financial
New Jersey
$215K +$215K +4,283 New
WMA
453
Wealth Management Associates
New Jersey
$213K -$25.1K -500 -11%
CWA
454
Clearview Wealth Advisors
Oregon
$210K -$10.3K -206 -5%
ACM
455
Advisors Capital Management
New Jersey
$210K -$34.7K -692 -14%
VCP
456
Verus Capital Partners
Arizona
$209K -$479K -9,540 -70%
AO
457
Advisor OS
Illinois
$203K +$203K +4,034 New
JFGIW
458
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$180K +$180K +3,580 New
National Bank of Canada
459
National Bank of Canada
Quebec, Canada
$161K +$3.02K +60 +2%
CFB
460
Cullen/Frost Bankers
Texas
$154K +$154K +3,069 New
ODG
461
O'Dell Group
Ohio
$148K +$148K +2,946 New
ACA
462
Atlas Capital Advisors
Wyoming
$134K +$134K +2,675 New
BGAI
463
Bruce G. Allen Investments
Colorado
$134K +$134K +2,660 New
PCM
464
Penserra Capital Management
California
$130K -$27.5K -552 -17%
PFBT
465
Parkside Financial Bank & Trust
Missouri
$125K -$292K -5,808 -70%
VF
466
VitalStone Financial
Texas
$124K -$94.6K -1,885 -43%
DFA
467
DHJJ Financial Advisors
Illinois
$113K +$66.6K +1,325 +144%
VNA
468
Valley National Advisers
Pennsylvania
$111K +$5.58K +111 +5%
TH
469
TCTC Holdings
Texas
$87K +$87K +1,732 New
SWS
470
SYSTM Wealth Solutions
Illinois
$81.5K +$81.5K +1,623 New
EWM
471
EPG Wealth Management
Georgia
$77.4K +$1.36K +27 +2%
AIC
472
Archer Investment Corporation
Indiana
$76.8K +$76.8K +1,529 New
HGERS
473
Householder Group Estate & Retirement Specialist
Arizona
$71K
GI
474
Gradient Investments
Minnesota
$66.4K
PPC
475
Park Place Capital
Alabama
$49.4K +$49.4K +983 New