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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.

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 %
Creative Planning
501
Creative Planning
Kansas
– -$1.06M -21,194 Closed
SAG
502
SageView Advisory Group
California
– -$1M -19,973 Closed
AWM
503
Angeles Wealth Management
California
– -$928K -18,472 Closed
CWA
504
Choice Wealth Advisors
Maine
– -$844K -16,801 Closed
SPA
505
Sentinel Pension Advisors
Massachusetts
– -$808K -16,074 Closed
BA
506
Bridge Advisory
California
– -$749K -14,905 Closed
VHAM
507
Van Hulzen Asset Management
California
– -$598K -11,897 Closed
OWMIAS
508
One Wealth Management Investment & Advisory Services
Florida
– -$588K -11,707 Closed
PWM
509
Perigon Wealth Management
California
– -$579K -11,515 Closed
AWM
510
Apollon Wealth Management
South Carolina
– -$552K -10,990 Closed
PIA
511
Perennial Investment Advisors
California
– -$551K -10,960 Closed
PEA
512
Park Edge Advisors
Ohio
– -$524K -10,434 Closed
DFA
513
DHK Financial Advisors
New Hampshire
– -$502K -10,000 Closed
Vontobel Holding
514
Vontobel Holding
Switzerland
– -$500K -9,960 Closed
AllianceBernstein
515
AllianceBernstein
Tennessee
– -$475K -9,448 Closed
WWM
516
WJ Wealth Management
Arizona
– -$461K -9,168 Closed
AWE
517
Avidian Wealth Enterprises
Texas
– -$449K -8,945 Closed
W
518
Wealthquest
Ohio
– -$428K -8,514 Closed
SAM
519
Secure Asset Management
Michigan
– -$411K -8,187 Closed
TI
520
Trexquant Investment
Connecticut
– -$410K -8,164 Closed
CFGS
521
Concourse Financial Group Securities
Alabama
– -$410K -8,156 Closed
RFA
522
Resurgent Financial Advisors
Georgia
– -$386K -7,681 Closed
VAS
523
Vestmark Advisory Solutions
Massachusetts
– -$378K -7,517 Closed
MAG
524
Mayfair Advisory Group
Alabama
– -$362K -7,204 Closed
Focus Partners Wealth
525
Focus Partners Wealth
Massachusetts
– -$353K -7,019 Closed
19 20
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