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WisdomTree Floating Rate Treasury Fund

485 hedge funds and large institutions have $11.4B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 184 increasing their positions, 220 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
-22
Holders Change %
-4.34%
% of All Funds
7.03%
Holding in Top 10
76
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.52%
% of All Funds
1.1%
New
48
Increased
184
Reduced
220
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFA
451
Register Financial Advisors
Georgia
$51.5K +$51.5K +1,025 New
Jones Financial Companies
452
Jones Financial Companies
Missouri
$51.2K +$51.2K +1,018 New
TJHA
453
Thomas J. Herzfeld Advisors
Florida
$50.3K -$210K -4,183 -81%
BGAI
454
Bruce G. Allen Investments
Colorado
$48.2K -$85.5K -1,701 -64%
VWWMG
455
Vermillion & White Wealth Management Group
Pennsylvania
$35K
GCM
456
Gables Capital Management
Florida
$30.5K +$30.5K +607 New
NCM
457
Northwest Capital Management
Oregon
$28.5K +$28.5K +567 New
PB
458
Pinnacle Bancorp
Nebraska
$24.9K +$855 +17 +4%
EWA
459
EverSource Wealth Advisors
Alabama
$23.2K -$10.5K -208 -31%
Fidelity Investments
460
Fidelity Investments
Massachusetts
$22.3K +$6.9K +137 +45%
Simplex Trading
461
Simplex Trading
Illinois
$22K -$9.71K -200 -31%
BFEC
462
Benjamin F. Edwards & Company
Missouri
$21K
CP
463
Castleview Partners
Texas
$18.7K +$5.73K +114 +44%
MSG
464
Main Street Group
Virginia
$17.6K
C
465
Covestor
United Kingdom
$17K +$5.47K +111 +47%
SWM
466
Spire Wealth Management
Virginia
$13.9K +$100 +2 +0.7%
HWA
467
Heritage Wealth Advisors
Virginia
$12.1K +$12.1K +241 New
BlackRock
468
BlackRock
New York
$9.76K
HWP
469
Highline Wealth Partners
California
$9.45K -$18.8K -374 -67%
SWS
470
SYSTM Wealth Solutions
Illinois
$9.33K -$72.1K -1,437 -89%
BBHC
471
Brown Brothers Harriman & Co
New York
$8.2K +$8.2K +163 New
TPCW
472
TD Private Client Wealth
New York
$8K -$5.93K -118 -43%
NFSG
473
Newbridge Financial Services Group
Florida
$5.99K
GI
474
Gradient Investments
Minnesota
$4.02K -$62.4K -1,241 -94%
BL
475
BFSG LLC
California
$3.47K +$3.47K +69 New