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WisdomTree Floating Rate Treasury Fund

508 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 56 funds opening new positions, 201 increasing their positions, 213 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 51

0% less funds holding

Funds holding: 509508 (-1)

6% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 213

2.52% less ownership

Funds ownership: 63.74%61.22% (-2.5%)

8% less funds holding in top 10

Funds holding in top 10: 7468 (-6)

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$1.01B)

Holders
508
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.29%
Holding in Top 10
68
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.11%
% of All Funds
0.98%
New
56
Increased
201
Reduced
213
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
501
Centerpoint Advisors
Massachusetts
$2K +$2.47K +49 New
HFS
502
Hantz Financial Services
Michigan
$2K +$2.47K +49 New
RBC
503
Roble Belko & Company
Pennsylvania
$1K
GIA
504
GHP Investment Advisors
Colorado
$955 -$7.5K -149 -89%
CFD
505
Creative Financial Designs
Indiana
$904
RIL
506
Rothschild Investment LLC
Illinois
$703
RBA
507
Richard Bernstein Advisors
New York
$577 -$235M -4,661,171 -100%
MA
508
MCF Advisors
Kentucky
$553
TWD
509
True Wealth Design
Ohio
-$15.4M -306,283 Closed
Toronto Dominion Bank
510
Toronto Dominion Bank
Ontario, Canada
-$15.1M -300,000 Closed
LWM
511
Liberty Wealth Management
California
-$123K -122,518 Closed
GSEP
512
Golden State Equity Partners
California
-$4.86M -96,558 Closed
F4L
513
Fortune 45 LLC
Louisiana
-$3.66M -72,664 Closed
TCA
514
Transcend Capital Advisors
New Jersey
-$3.38M -67,158 Closed
AA
515
Aire Advisors
California
-$2.5M -49,636 Closed
MTC
516
Matrix Trust Company
Colorado
-$1.67M -33,158 Closed
CWA
517
Centennial Wealth Advisory
Michigan
-$1.58M -31,319 Closed
FLPIM
518
F.L. Putnam Investment Management
Massachusetts
-$1.41M -27,987 Closed
FSA
519
Financial Sense Advisors
California
-$1.32M -26,152 Closed
OFS
520
OneAscent Financial Services
Alabama
-$1.29M -25,695 Closed
WA
521
Win Advisors
Florida
-$1.19M -23,736 Closed
LSAG
522
Lake Street Advisors Group
New Hampshire
-$868K -17,260 Closed
RIA
523
Regal Investment Advisors
Michigan
-$820K -16,302 Closed
AC
524
ASB Consultores
Florida
-$540K -10,737 Closed
CWM
525
Castle Wealth Management
Florida
-$519K -10,325 Closed