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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

285 hedge funds and large institutions have $7.17B invested in WisdomTree Floating Rate Treasury Fund in 2022 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 132 increasing their positions, 74 reducing their positions, and 33 closing their positions.

Holders
285
Holders Change
+23
Holders Change %
+8.78%
% of All Funds
4.93%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
0.99%
New
61
Increased
132
Reduced
74
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
STA
1
Summit Trail Advisors
New York
$727M
2
Morgan Stanley
2
Morgan Stanley
New York
$717M
3
Ameriprise
3
Ameriprise
Minnesota
$391M
4
Bank of America
4
Bank of America
North Carolina
$983M
5
LPL Financial
5
LPL Financial
California
$306M

Top Sellers

1
RBA
1
Richard Bernstein Advisors
New York
$173M
2
3AM
2
3EDGE Asset Management
Florida
$465M
3
II
3
Inspire Investing
Idaho
$47.9M
4
PPW
4
Pasadena Private Wealth
California
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$707K
Name Market Value Shares Shares
Change 		Shares
Change %
DC
26
Davenport & Co
Virginia
$46.1M 916,701 +213,754 +30%
Truist Financial
27
Truist Financial
North Carolina
$43.2M 859,962 +859,962 New
Bank of New York Mellon
28
Bank of New York Mellon
New York
$43.2M 858,265 +48,965 +6%
MFG
29
Merit Financial Group
Georgia
$41.7M 830,170 +22,045 +3%
MAC
30
Mason & Associates (California)
California
$40.2M 799,174 +104,981 +15%
William Blair & Company
31
William Blair & Company
Illinois
$39.1M 776,899 +413,330 +114%
CPWMP
32
Cardinal Point Wealth Management Partners
California
$37.6M 747,070 +186,695 +33%
WA
33
Win Advisors
Florida
$37M 735,153 +734,553 +122,426%
KAS
34
Kestra Advisory Services
Texas
$34.7M 690,834 +266,827 +63%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$34.5M 685,871 +14,392 +2%
WCAMG
36
Woodard & Company Asset Management Group
North Carolina
$34.1M 677,455 +5,104 +0.8%
JWM
37
Jackson Wealth Management
Florida
$33.9M 674,993 +436,832 +183%
TJHA
38
Thomas J. Herzfeld Advisors
Florida
$33.9M 674,504 +475,346 +239%
Stifel Financial
39
Stifel Financial
Missouri
$33.3M 661,398 +44,481 +7%
MCC
40
Money Concepts Capital
Florida
$32.3M 642,978 +261,564 +69%
GRP
41
Global Retirement Partners
California
$31.8M 633,037 +6,441 +1%
RL
42
Retireful LLC
Michigan
$31.4M 624,650 +624,650 New
HighTower Advisors
43
HighTower Advisors
Illinois
$31.3M 622,862 -95,391 -13%
GIA
44
Gladstone Institutional Advisory
Florida
$30.9M 615,345 -22,494 -4%
SI
45
Stephens Inc
Arkansas
$29.4M 584,783 +212,233 +57%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$28M 557,320 +146,325 +36%
Goldman Sachs
47
Goldman Sachs
New York
$26.2M 520,969 -376,531 -42%
CPA
48
Capital Planning Advisors
California
$26.2M 520,245 +235,364 +83%
SWMG
49
Sanchez Wealth Management Group
Florida
$24M 476,659 +476,659 New
BOPW
50
Brandywine Oak Private Wealth
Pennsylvania
$23.9M 476,086 -27,901 -6%
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