USFR icon

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.

New
Increased
Maintained
Reduced
Closed
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
Summit Trail Advisors
New York
+$218M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$133M
3
Citadel Advisors
Citadel Advisors
Florida
+$99.5M
4
WCM
Wealthcare Capital Management
Virginia
+$62M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$49M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.11B
2
Bank of America
Bank of America
North Carolina
-$116M
3
Osaic Holdings
Osaic Holdings
Arizona
-$112M
4
Ameriprise
Ameriprise
Minnesota
-$53.2M
5
UBS Group
UBS Group
Switzerland
-$38.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
476
Legend Financial Advisors
Pennsylvania
$2.97K – – –
GEA
477
Glen Eagle Advisors
New Jersey
$2.87K – – –
PA
478
Parallel Advisors
California
$2.21K -$1.76K -35 -44%
KFS
479
Kelly Financial Services
Massachusetts
$1.91K +$1.91K +38 New
CCMI
480
Creative Capital Management Investments
California
$1.81K +$1.81K +36 New
HFS
481
Hantz Financial Services
Michigan
$1K +$1K +15 New
GIA
482
GHP Investment Advisors
Colorado
$956 – – –
CFD
483
Creative Financial Designs
Indiana
$905 -$10.2K -202 -92%
FGAM
484
Financial Gravity Asset Management
Texas
$832 +$832 +17 New
MA
485
MCF Advisors
Kentucky
$554 – – –
CIA
486
Cape Investment Advisory
Georgia
$352 – – –
Korea Investment Corp
487
Korea Investment Corp
South Korea
– -$29.6M -589,992 Closed
UIC
488
Uniplan Investment Counsel
Wisconsin
– -$28.5M -567,011 Closed
ES
489
Eagle Strategies
New York
– -$6.86M -136,583 Closed
EF
490
Empowered Funds
Pennsylvania
– -$3.91M -77,908 Closed
SFP
491
Sweet Financial Partners
Minnesota
– -$3.7M -73,645 Closed
FA
492
FDx Advisors
Illinois
– -$3.53M -70,336 Closed
GM
493
GeoWealth Management
Illinois
– -$3.5M -69,674 Closed
DA
494
Detalus Advisors
Missouri
– -$3.45M -68,628 Closed
HGWM
495
Horst & Graben Wealth Management
Oregon
– -$3.03M -60,319 Closed
WAG
496
Wallace Advisory Group
California
– -$2.41M -47,922 Closed
KW
497
KWB Wealth
California
– -$2.38M -47,395 Closed
SHJ
498
Sharkey, Howes & Javer
Colorado
– -$1.87M -37,201 Closed
AG
499
Ascent Group
Virginia
– -$1.59M -31,495 Closed
CFIM
500
Client First Investment Management
Wisconsin
– -$1.26M -25,014 Closed
18 19
20
21 22