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WisdomTree Floating Rate Treasury Fund

507 hedge funds and large institutions have $10.3B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 199 increasing their positions, 213 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
Holders Change %
0%
% of All Funds
7.33%
Holding in Top 10
68
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.11%
% of All Funds
0.98%
New
57
Increased
199
Reduced
213
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFPG
451
Stonebridge Financial Planning Group
Florida
$206K -$108K -2,150 -34%
PWM
452
Perigon Wealth Management
California
$205K +$205K +4,085 New
TWM
453
Trinity Wealth Management
Pennsylvania
$205K +$205K +4,085 New
T
454
Tidemark
California
$190K -$20.4K -406 -10%
AIC
455
Archer Investment Corporation
Indiana
$186K -$20.3K -404 -10%
JFGIW
456
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$180K
US Bancorp
457
US Bancorp
Minnesota
$166K +$4.87K +97 +3%
WSFS
458
Wilmington Savings Fund Society
Delaware
$141K +$141K +2,800 New
FF
459
Friedenthal Financial
New Jersey
$140K -$402 -8 -0.3%
RI
460
Ridgewood Investments
New Jersey
$120K -$262K -5,209 -68%
TH
461
TCTC Holdings
Texas
$87K
EWM
462
EPG Wealth Management
Georgia
$79.7K +$79.7K +1,588 New
Fidelity Investments
463
Fidelity Investments
Massachusetts
$75.1K -$3.52K -70 -4%
AWM
464
Atticus Wealth Management
Florida
$73.4K -$26.5K -527 -27%
HFM
465
Hartford Financial Management
Connecticut
$69K +$5.93K +118 +9%
PCM
466
Penserra Capital Management
California
$69K -$21.7K -433 -24%
PFBT
467
Parkside Financial Bank & Trust
Missouri
$60.3K
FHA
468
First Horizon Advisors
Tennessee
$58.7K +$37.2K +741 +173%
CA
469
CoreCap Advisors
Michigan
$58.3K
CPG
470
Cornerstone Planning Group
New Jersey
$56.8K +$251 +5 +0.4%
PWA
471
Provenance Wealth Advisors
Florida
$49.7K +$49.7K +990 New
DF
472
Dunhill Financial
United Kingdom
$45.2K +$45.2K +900 New
BGAI
473
Bruce G. Allen Investments
Colorado
$40.4K -$8.39K -167 -17%
HGERS
474
Householder Group Estate & Retirement Specialist
Arizona
$40K -$28.8K -577 -42%
CP
475
Castleview Partners
Texas
$35.3K -$653 -13 -2%