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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

507 hedge funds and large institutions have $12.3B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 181 increasing their positions, 199 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+33
Holders Change %
+6.96%
% of All Funds
7.43%
Holding in Top 10
84
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.23%
New
96
Increased
181
Reduced
199
Closed
55
Calls
$980K
Puts
–
Net Calls
+$980K
Net Calls Change
-$746K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.15B
2
BW
BIP Wealth
Georgia
$286M
3
LPL Financial
LPL Financial
California
$636M
4
SEIA
Signature Estate & Investment Advisors
California
$113M
5
PAG
Private Advisor Group
New Jersey
$112M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$529M
2
3AM
3EDGE Asset Management
Florida
$0
3
HHGA
Halbert Hargrove Global Advisors
California
$0
4
Cerity Partners
Cerity Partners
New York
$6.69M
5
Bank of America
Bank of America
North Carolina
$1.34B
Name Holding Trade Value Shares
Change 		Shares
Change %
LAS
526
Lloyd Advisory Services
Georgia
– -$1.37M -27,224 Closed
HW
527
Hedeker Wealth
Illinois
– -$1.22M -24,324 Closed
HF
528
HRT Financial
New York
– -$1.21M -23,960 Closed
LHC
529
Little House Capital
Massachusetts
– -$1.07M -21,358 Closed
AC
530
AlphaCore Capital
California
– -$1.01M -20,000 Closed
BOPW
531
Brandywine Oak Private Wealth
Pennsylvania
– -$981K -19,496 Closed
CIAS
532
CFS Investment Advisory Services
New Jersey
– -$970K -19,283 Closed
PCM
533
Prelude Capital Management
New York
– -$906K -18,000 Closed
PAG
534
Private Advisory Group
Washington
– -$875K -17,380 Closed
BPA
535
Beacon Pointe Advisors
California
– -$761K -15,128 Closed
UWM
536
USAdvisors Wealth Management
Minnesota
– -$556K -11,056 Closed
SEA
537
Stegent Equity Advisors
Texas
– -$546K -10,849 Closed
FA
538
Fountainhead AM
New Jersey
– -$503K -9,987 Closed
BFG
539
Bouchey Financial Group
New York
– -$442K -8,792 Closed
DI
540
DFPG Investments
Utah
– -$432K -8,579 Closed
MAG
541
Members Advisory Group
New York
– -$352K -6,994 Closed
AWA
542
Arkadios Wealth Advisors
Georgia
– -$347K -6,897 Closed
NWM
543
Northwest Wealth Management
Iowa
– -$283K -5,617 Closed
NCM
544
Northwest Capital Management
Oregon
– -$274K -5,440 Closed
FA
545
Fiduciary Alliance
South Carolina
– -$247K -4,899 Closed
SW
546
SVB Wealth
Massachusetts
– -$242K -4,801 Closed
RFA
547
Register Financial Advisors
Georgia
– -$226K -4,499 Closed
Thrivent Financial for Lutherans
548
Thrivent Financial for Lutherans
Minnesota
– -$226K -4,491 Closed
IIA
549
IPG Investment Advisors
California
– -$219K -4,355 Closed
LL
550
LPWM LLC
Minnesota
– -$213K -4,240 Closed
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