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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

485 hedge funds and large institutions have $11.4B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 184 increasing their positions, 220 reducing their positions, and 65 closing their positions.

Holders
485
Holders Change
-22
Holders Change %
-4.34%
% of All Funds
7.03%
Holding in Top 10
76
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.52%
% of All Funds
1.1%
New
48
Increased
184
Reduced
220
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
STA
1
Summit Trail Advisors
New York
$1.25B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$662M
3
Citadel Advisors
3
Citadel Advisors
Florida
$99.5M
4
WCM
4
Wealthcare Capital Management
Virginia
$67.5M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$95.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.04B
2
Bank of America
2
Bank of America
North Carolina
$1.22B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$83.7M
4
Ameriprise
4
Ameriprise
Minnesota
$401M
5
UBS Group
5
UBS Group
Switzerland
$362M
Name Market Value Shares Shares
Change 		Shares
Change %
IWM
26
IHT Wealth Management
Illinois
$73.2M 1,455,440 -13,010 -0.9%
CPCM
27
Cardinal Point Capital Management
Ontario, Canada
$71.4M 1,419,168 -47,112 -3%
PWS
28
Private Wealth Strategies
Ohio
$70.2M 1,396,019 +101,164 +8%
WCM
29
Wealthcare Capital Management
Virginia
$67.5M 1,342,807 +1,232,329 +1,115%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$64.4M 1,281,147 +818,197 +177%
William Blair & Company
31
William Blair & Company
Illinois
$62.2M 1,237,349 +213,813 +21%
NWM
32
Napa Wealth Management
California
$55.7M 1,107,883 +612,796 +124%
DC
33
Davenport & Co
Virginia
$52.9M 1,052,287 +37,886 +4%
AssetMark Inc
34
AssetMark Inc
California
$50.3M 1,001,045 +268,448 +37%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$49M 974,335 +106,894 +12%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$47.2M 938,675 -104,828 -10%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$46.5M 925,032 +64,323 +7%
CCP
38
Carmel Capital Partners
California
$46.1M 917,153 +411,640 +81%
CAN
39
Cetera Advisor Networks
California
$45M 894,619 +397,455 +80%
MWM
40
Mission Wealth Management
California
$44.4M 883,124 -219,722 -20%
KPWS
41
Kestra Private Wealth Services
Texas
$43.8M 870,450 +70,937 +9%
GIA
42
Gladstone Institutional Advisory
Florida
$41.6M 826,377 -45,689 -5%
IA
43
Inspire Advisors
Idaho
$41.5M 826,170 +12,400 +2%
CA
44
Cetera Advisors
Colorado
$40.9M 813,390 +571,542 +236%
Stifel Financial
45
Stifel Financial
Missouri
$40.5M 804,950 -80,662 -9%
SI
46
Stephens Inc
Arkansas
$40.4M 802,875 -356,317 -31%
LCM
47
Lunt Capital Management
Utah
$39.5M 786,390 -164,451 -17%
DCM
48
Disciplina Capital Management
Tennessee
$39.3M 781,793 -346,480 -31%
CPA
49
Capital Planning Advisors
California
$37.9M 754,620 -93,379 -11%
VPP
50
Vertex Planning Partners
Illinois
$37.1M 738,631 -83,240 -10%
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