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WisdomTree Floating Rate Treasury Fund

507 hedge funds and large institutions have $11.3B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 200 increasing their positions, 199 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+22
Holders Change %
+4.54%
% of All Funds
7.37%
Holding in Top 10
74
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.63%
% of All Funds
1.08%
New
64
Increased
200
Reduced
199
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
451
Melfa Wealth Management
Massachusetts
$209K
VF
452
VitalStone Financial
Texas
$207K -$98.7K -1,962 -32%
AIC
453
Archer Investment Corporation
Indiana
$206K +$57.9K +1,150 +39%
VNA
454
Valley National Advisers
Pennsylvania
$197K +$62.2K +1,238 +46%
JFGIW
455
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$180K
OSAM
456
O'Shaughnessy Asset Management
Connecticut
$176K +$176K +3,500 New
US Bancorp
457
US Bancorp
Minnesota
$162K -$349K -6,946 -68%
FFA
458
Farther Finance Advisors
California
$145K -$174K -3,453 -55%
FF
459
Friedenthal Financial
New Jersey
$141K -$102K -2,024 -42%
ACA
460
Atlas Capital Advisors
Wyoming
$136K +$136K +2,707 New
TWC
461
TD Waterhouse Canada
Ontario, Canada
$132K -$40.8K -811 -24%
LWM
462
Liberty Wealth Management
California
$123K +$123K +122,518 New
AWM
463
Atticus Wealth Management
Florida
$100K -$70.3K -1,398 -41%
IAIM
464
International Assets Investment Management
Florida
$97.1K +$97.1K +1,931 New
PCM
465
Penserra Capital Management
California
$91K +$2.11K +42 +2%
OWA
466
Opal Wealth Advisors
New York
$88K +$1.16K +23 +1%
TH
467
TCTC Holdings
Texas
$87.1K
EWM
468
EPG Wealth Management
Georgia
$79K -$77.9K -1,550 Closed
Fidelity Investments
469
Fidelity Investments
Massachusetts
$78.8K +$56.5K +1,123 +253%
HGERS
470
Householder Group Estate & Retirement Specialist
Arizona
$69K -$2.25K -45 -3%
HFM
471
Hartford Financial Management
Connecticut
$63.2K +$8.7K +173 +16%
PFBT
472
Parkside Financial Bank & Trust
Missouri
$60.4K
CA
473
CoreCap Advisors
Michigan
$58.4K -$4.58K -91 -7%
CPG
474
Cornerstone Planning Group
New Jersey
$56.6K +$56.6K +1,125 New
RFA
475
Register Financial Advisors
Georgia
$51.6K