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WisdomTree Floating Rate Treasury Fund

508 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 56 funds opening new positions, 201 increasing their positions, 213 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 51

0% less funds holding

Funds holding: 509508 (-1)

6% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 213

2.52% less ownership

Funds ownership: 63.74%61.22% (-2.5%)

8% less funds holding in top 10

Funds holding in top 10: 7468 (-6)

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$1.01B)

Holders
508
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.29%
Holding in Top 10
68
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.11%
% of All Funds
0.98%
New
56
Increased
201
Reduced
213
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
451
Citigroup
New York
$207K -$32.4K -644 -14%
SFPG
452
Stonebridge Financial Planning Group
Florida
$206K -$108K -2,150 -34%
PWM
453
Perigon Wealth Management
California
$205K +$206K +4,085 New
TWM
454
Trinity Wealth Management
Pennsylvania
$205K +$206K +4,085 New
T
455
Tidemark
California
$190K -$20.4K -406 -10%
AIC
456
Archer Investment Corporation
Indiana
$186K -$20.3K -404 -10%
JFGIW
457
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$180K
US Bancorp
458
US Bancorp
Minnesota
$166K +$4.88K +97 +3%
WSFS
459
Wilmington Savings Fund Society
Delaware
$141K +$141K +2,800 New
FF
460
Friedenthal Financial
New Jersey
$140K -$403 -8 -0.3%
RI
461
Ridgewood Investments
New Jersey
$120K -$262K -5,209 -68%
TH
462
TCTC Holdings
Texas
$87K
EWM
463
EPG Wealth Management
Georgia
$79.7K +$80K +1,588 New
Fidelity Investments
464
Fidelity Investments
Massachusetts
$75.1K -$3.52K -70 -4%
AWM
465
Atticus Wealth Management
Florida
$73.4K -$26.5K -527 -27%
HFM
466
Hartford Financial Management
Connecticut
$69K +$5.94K +118 +9%
PCM
467
Penserra Capital Management
California
$69K -$21.8K -433 -24%
PFBT
468
Parkside Financial Bank & Trust
Missouri
$60.3K
FHA
469
First Horizon Advisors
Tennessee
$58.7K +$37.3K +741 +173%
CA
470
CoreCap Advisors
Michigan
$58.3K
CPG
471
Cornerstone Planning Group
New Jersey
$56.8K +$252 +5 +0.4%
PWA
472
Provenance Wealth Advisors
Florida
$49.7K +$49.8K +990 New
DF
473
Dunhill Financial
United Kingdom
$45.2K +$45.3K +900 New
BGAI
474
Bruce G. Allen Investments
Colorado
$40.4K -$8.41K -167 -17%
HGERS
475
Householder Group Estate & Retirement Specialist
Arizona
$40K -$29.1K -577 -42%