WisdomTree Floating Rate Treasury Fund
USFR
USFR
507 hedge funds and large institutions have $10.3B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 199 increasing their positions, 213 reducing their positions, and 51 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
8% less funds holding in top 10
Funds holding in top 10: 74 → 68 (-6)
9% less capital invested
Capital invested by funds: $11.3B → $10.3B (-$1B)
Holders
507
Holding in Top 10
68
Calls
–
Puts
–
Top Buyers
| 1 | +$184M | |
| 2 | +$175M | |
| 3 | +$68.2M | |
| 4 |
MCM
Morton Capital Management
Calabasas,
California
|
+$43.8M |
| 5 |
BW
BIP Wealth
Atlanta,
Georgia
|
+$41.6M |
Top Sellers
| 1 | -$363M | |
| 2 | -$224M | |
| 3 | -$197M | |
| 4 |
STA
Summit Trail Advisors
New York
|
-$130M |
| 5 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$126M |