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WisdomTree Floating Rate Treasury Fund

507 hedge funds and large institutions have $12.3B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 181 increasing their positions, 199 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+33
Holders Change %
+6.96%
% of All Funds
7.43%
Holding in Top 10
84
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.23%
New
96
Increased
181
Reduced
199
Closed
55
Calls
$980K
Puts
Net Calls
+$980K
Net Calls Change
-$746K
Name Holding Trade Value Shares
Change
Shares
Change %
HFM
476
Hartford Financial Management
Connecticut
$38.9K
VWWMG
477
Vermillion & White Wealth Management Group
Pennsylvania
$34.9K +$34.9K +695 New
NMG
478
New Millennium Group
Utah
$34.2K +$34.2K +681 New
EWA
479
EverSource Wealth Advisors
Alabama
$33.6K +$33.6K +668 New
LTI
480
Laffer Tengler Investments
Tennessee
$33.4K
FBC
481
Fairfield, Bush & Co
Connecticut
$32.9K +$32.9K +655 New
Simplex Trading
482
Simplex Trading
Illinois
$32K +$9.8K +200 +44%
HWP
483
Highline Wealth Partners
California
$28.3K +$352 +7 +1%
FFA
484
Farther Finance Advisors
California
$27.4K -$27.6K -550 -50%
OLVIG
485
Oliver Lagore Vanvalin Investment Group
Michigan
$26.6K -$42.7K -850 -62%
PB
486
Pinnacle Bancorp
Nebraska
$24K -$6.08K -121 -20%
BFEC
487
Benjamin F. Edwards & Company
Missouri
$21K
MSG
488
Main Street Group
Virginia
$17.6K +$17.6K +350 New
AWM
489
Avior Wealth Management
Nebraska
$15.7K +$15.7K +312 New
Fidelity Investments
490
Fidelity Investments
Massachusetts
$15.4K -$21.5K -427 -58%
TPCW
491
TD Private Client Wealth
New York
$13.9K -$25.7K -512 -65%
SWM
492
Spire Wealth Management
Virginia
$13.8K +$101 +2 +0.7%
CP
493
Castleview Partners
Texas
$13K -$45.6K -908 -78%
C
494
Covestor
United Kingdom
$12K -$9.03K -176 -43%
CFD
495
Creative Financial Designs
Indiana
$11.1K
OAJ
496
Ogorek Anthony Joseph
New York
$11K +$11K +235 New
BlackRock
497
BlackRock
New York
$9.75K
Bessemer Group
498
Bessemer Group
New Jersey
$9K +$9K +185 New
AF
499
Advisornet Financial
Minnesota
$6.93K
NFSG
500
Newbridge Financial Services Group
Florida
$5.98K