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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

148 hedge funds and large institutions have $2.14B invested in WisdomTree Floating Rate Treasury Fund in 2022 Q1 according to their latest regulatory filings, with 147 funds opening new positions, increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+146
Holders Change %
+7,300%
% of All Funds
2.34%
Holding in Top 10
16
Holding in Top 10 Change
+16
Holding in Top 10 Change %
%
% of All Funds
0.25%
New
147
Increased
–
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$600M
2
RBA
Richard Bernstein Advisors
New York
$326M
3
Morgan Stanley
Morgan Stanley
New York
$131M
4
Ameriprise
Ameriprise
Minnesota
$124M
5
3AM
3EDGE Asset Management
Florida
$117M

Top Sellers

1
HF
Halpern Financial
Virginia
$6.69K
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
26
Venturi Wealth Management
Texas
$11.3M +$11.3M +224,897 New
CPA
27
Capital Planning Advisors
California
$11.2M +$11.2M +222,838 New
PWMG
28
Prestige Wealth Management Group
New Jersey
$11.1M +$11.1M +220,657 New
AWA
29
Arete Wealth Advisors
Illinois
$10.2M +$10.2M +201,882 New
RJA
30
Raymond James & Associates
Florida
$10M +$10M +199,127 New
Stifel Financial
31
Stifel Financial
Missouri
$9.57M +$9.57M +190,228 New
MIG
32
McGuire Investment Group
Rhode Island
$8.85M +$8.85M +176,048 New
HighTower Advisors
33
HighTower Advisors
Illinois
$8.01M +$8.01M +159,167 New
LWP
34
Laurel Wealth Planning
Minnesota
$7.92M +$7.92M +157,450 New
MML Investors Services
35
MML Investors Services
Massachusetts
$7.38M +$7.38M +146,867 New
Kayne Anderson Rudnick Investment Management
36
Kayne Anderson Rudnick Investment Management
California
$7.23M +$7.23M +143,817 New
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$7.08M +$7.08M +140,725 New
CSPIA
38
Cary Street Partners Investment Advisory
Virginia
$6.88M +$6.88M +136,726 New
5SA
39
5th Street Advisors
Connecticut
$5.72M +$5.72M +113,665 New
KLC
40
Knowledge Leaders Capital
Colorado
$5.6M +$5.6M +111,396 New
TCA
41
Transcend Capital Advisors
New Jersey
$5.49M +$5.49M +109,213 New
AWA
42
Amplius Wealth Advisors
Pennsylvania
$4.84M +$4.84M +96,256 New
KAS
43
Kestra Advisory Services
Texas
$4.42M +$4.42M +87,949 New
MIAN
44
Mariner Independent Advisor Network
Kansas
$4.3M +$4.3M +85,584 New
BWM
45
BlackDiamond Wealth Management
New York
$3.78M +$3.78M +75,252 New
AAS
46
Ameritas Advisory Services
Nebraska
$3.56M +$3.56M +70,758 New
CAN
47
Cetera Advisor Networks
California
$3.19M +$3.19M +63,464 New
OMC
48
Old Mission Capital
Illinois
$3.16M +$3.16M +62,810 New
WA
49
Win Advisors
Florida
$2.89M +$2.89M +57,484 New
NL
50
NVWM LLC
Pennsylvania
$2.89M +$2.89M +57,471 New
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