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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

262 hedge funds and large institutions have $5.45B invested in WisdomTree Floating Rate Treasury Fund in 2022 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 94 increasing their positions, 30 reducing their positions, and 7 closing their positions.

Holders
262
Holders Change
+114
Holders Change %
+77.03%
% of All Funds
4.43%
Holding in Top 10
48
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+200%
% of All Funds
0.81%
New
122
Increased
94
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
1
3EDGE Asset Management
Florida
$521M
2
STA
2
Summit Trail Advisors
New York
$399M
3
Morgan Stanley
3
Morgan Stanley
New York
$396M
4
Bank of America
4
Bank of America
North Carolina
$836M
5
LPL Financial
5
LPL Financial
California
$168M

Top Sellers

1
HWM
1
Heirloom Wealth Management
Colorado
$831K
2
JWM
2
Jackson Wealth Management
Florida
$12M
3
WA
3
Win Advisors
Florida
$30K
4
BOPW
4
Brandywine Oak Private Wealth
Pennsylvania
$25.4M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$33.9M 673,726 +401,485 +147%
WCAMG
27
Woodard & Company Asset Management Group
North Carolina
$33.8M 672,351 +672,351 New
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$33.8M 671,479 +671,479 New
C
29
Certuity
Florida
$32.4M 643,162 +643,162 New
GIA
30
Gladstone Institutional Advisory
Florida
$32.1M 637,839 +608,969 +2,109%
GRP
31
Global Retirement Partners
California
$31.5M 626,596 +14,930 +2%
Stifel Financial
32
Stifel Financial
Missouri
$31M 616,917 +426,689 +224%
PPW
33
Pasadena Private Wealth
California
$30.7M 610,190 +610,190 New
SWP
34
Stratos Wealth Partners
Ohio
$30.4M 603,957 +603,957 New
IA
35
Inspire Advisors
Idaho
$29.4M 583,644 +583,644 New
CPWMP
36
Cardinal Point Wealth Management Partners
California
$28.2M 560,375 +560,375 New
BOPW
37
Brandywine Oak Private Wealth
Pennsylvania
$25.4M 503,987 -43,665 -8%
MA
38
MJP Associates
Connecticut
$22.9M 455,938 +224,752 +97%
Renaissance Technologies
39
Renaissance Technologies
New York
$22M 437,500 +64,800 +17%
AWM
40
AE Wealth Management
Kansas
$21.8M 433,678 +433,678 New
Citadel Advisors
41
Citadel Advisors
Florida
$21.8M 432,421 +419,401 +3,221%
KAS
42
Kestra Advisory Services
Texas
$21.3M 424,007 +336,058 +382%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$20.7M 410,995 +407,149 +10,586%
NPI
44
New Perspectives Inc
Mississippi
$20.2M 401,803 -14,992 -4%
AWA
45
Arete Wealth Advisors
Illinois
$19.5M 387,791 +185,909 +92%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$19.4M 384,973 +127,557 +50%
MCC
47
Money Concepts Capital
Florida
$19.2M 381,414 -521 -0.1%
SI
48
Stephens Inc
Arkansas
$18.8M 372,550 +317,727 +580%
WMR
49
Wealth Management Resources
Rhode Island
$18.5M 366,953 +366,953 New
VWM
50
Venturi Wealth Management
Texas
$18.4M 366,704 +141,807 +63%
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