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WisdomTree Floating Rate Treasury Fund

507 hedge funds and large institutions have $11.3B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 200 increasing their positions, 199 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+22
Holders Change %
+4.54%
% of All Funds
7.37%
Holding in Top 10
74
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.63%
% of All Funds
1.08%
New
64
Increased
200
Reduced
199
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BGAI
476
Bruce G. Allen Investments
Colorado
$48.9K +$654 +13 +1%
BCMLT
477
Beacon Capital Management LLC (Tennessee)
Tennessee
$40.2K +$40.2K +800 New
CP
478
Castleview Partners
Texas
$36.1K +$17.4K +345 +93%
VWWMG
479
Vermillion & White Wealth Management Group
Pennsylvania
$35K
GCM
480
Gables Capital Management
Florida
$30.5K
PB
481
Pinnacle Bancorp
Nebraska
$24.9K
HNB
482
Huntington National Bank
Ohio
$24.7K -$150K
TJHA
483
Thomas J. Herzfeld Advisors
Florida
$24.5K -$25.8K -513 -51%
BFEC
484
Benjamin F. Edwards & Company
Missouri
$24K +$3.21K +64 +15%
FHA
485
First Horizon Advisors
Tennessee
$21.5K +$21.5K +428 New
MSG
486
Main Street Group
Virginia
$17.6K
C
487
Covestor
United Kingdom
$16K -$1.75K -34 -10%
CAS
488
Coppell Advisory Solutions
Texas
$13K +$13K +258 New
HWA
489
Heritage Wealth Advisors
Virginia
$12.3K +$151 +3 +1%
Bank of Montreal
490
Bank of Montreal
Ontario, Canada
$10.9K -$342K -6,781 -97%
BL
491
BFSG LLC
California
$10.4K +$6.94K +138 +200%
PGAM
492
Princeton Global Asset Management
New Jersey
$10.1K +$10.1K +200 New
NCM
493
Northwest Capital Management
Oregon
$9.66K -$18.9K -375 -66%
HWP
494
Highline Wealth Partners
California
$9.58K +$101 +2 +1%
SWS
495
SYSTM Wealth Solutions
Illinois
$9.46K +$101 +2 +1%
GIA
496
GHP Investment Advisors
Colorado
$8.45K +$7.5K +149 +784%
TPCW
497
TD Private Client Wealth
New York
$8K
SWM
498
Spire Wealth Management
Virginia
$6.81K -$7.11K -141 -51%
NFSG
499
Newbridge Financial Services Group
Florida
$5.99K
FHC
500
First Heartland Consultants
Missouri
$5.3K +$1.11K +22,106 +27%