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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 %
FNWA
501
Financial Network Wealth Advisors
Utah
$4.37K +$4.37K +87 New
LFA
502
Legend Financial Advisors
Pennsylvania
$2.97K
GEA
503
Glen Eagle Advisors
New Jersey
$2.87K
PA
504
Parallel Advisors
California
$2.21K
RBC
505
Roble Belko & Company
Pennsylvania
$1K +$1K +19 New
CFD
506
Creative Financial Designs
Indiana
$906
RIL
507
Rothschild Investment LLC
Illinois
$704 -$52.1K -1,036 -99%
MA
508
MCF Advisors
Kentucky
$554
GLR
509
Great Lakes Retirement
Ohio
$151 +$151 +3 New
GAA
510
Global Assets Advisory
Florida
-$19.9M -1,002,980 Closed
QCM
511
Quantinno Capital Management
New York
-$9M -178,949 Closed
WAS
512
Wealth Advisory Solutions
Indiana
-$4.3M -85,087 Closed
HF
513
HRT Financial
New York
-$3.94M -78,411 Closed
KLC
514
Knowledge Leaders Capital
Colorado
-$3.26M -64,900 Closed
NL
515
NWAM LLC
Washington
-$3.27M -64,804 Closed
OMC
516
Old Mission Capital
Illinois
-$1.68M -33,461 Closed
AWM
517
Aprio Wealth Management
Georgia
-$1.42M -28,174 Closed
AI
518
AXS Investments
New York
-$1.26M -25,000 Closed
TFA
519
Teamwork Financial Advisors
Texas
-$998K -19,845 Closed
SWP
520
Significant Wealth Partners
Illinois
-$922K -18,329 Closed
Fiera Capital (Canada)
521
Fiera Capital (Canada)
Quebec, Canada
-$795K -15,813 Closed
CPP
522
Capasso Planning Partners
South Carolina
-$673K -13,387 Closed
CWM
523
Centric Wealth Management
Illinois
-$588K -11,671 Closed
AWP
524
Abacus Wealth Partners
California
-$568K -11,302 Closed
VIM
525
Vista Investment Management
Pennsylvania
-$461K -9,165 Closed