USFR icon

WisdomTree Floating Rate Treasury Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
526
Arete Wealth Advisors
Illinois
-$340K -6,758 Closed
FCG
527
Fielder Capital Group
Tennessee
-$299K -5,955 Closed
PMG
528
ProVise Management Group
Florida
-$285K -5,671 Closed
TWM
529
TSA Wealth Management
Texas
-$266K -5,294 Closed
SFP
530
Strategic Financial Partners
Oregon
-$256K -5,104 Closed
OC
531
Oarsman Capital
Wisconsin
-$240K -4,778 Closed
Betterment LLC
532
Betterment LLC
New York
-$238K -4,734 Closed
ARC
533
Advisor Resource Council
Texas
-$237K -4,709 Closed
1WM
534
1900 Wealth Management
Texas
-$230K -4,571 Closed
GFA
535
Gallagher Fiduciary Advisors
Illinois
-$226K -4,500 Closed
ACM
536
Advisors Capital Management
New Jersey
-$210K -4,185 Closed
CWA
537
Clearview Wealth Advisors
Oregon
-$210K -4,183 Closed
AO
538
Advisor OS
Illinois
-$203K -4,034 Closed
NG
539
Norden Group
Utah
-$263K -3,517 Closed
CFB
540
Cullen/Frost Bankers
Texas
-$154K -3,069 Closed
ODG
541
O'Dell Group
Ohio
-$148K -2,946 Closed
ACA
542
Atlas Capital Advisors
Wyoming
-$134K -2,675 Closed
PPC
543
Park Place Capital
Alabama
-$49.4K -983 Closed
NMG
544
New Millennium Group
Utah
-$34.2K -681 Closed
LTI
545
Laffer Tengler Investments
Tennessee
-$33.4K -665 Closed
FBC
546
Fairfield, Bush & Co
Connecticut
-$32.9K -655 Closed
OLVIG
547
Oliver Lagore Vanvalin Investment Group
Michigan
-$26.6K -529 Closed
OAJ
548
Ogorek Anthony Joseph
New York
-$11K -235 Closed
Bessemer Group
549
Bessemer Group
New Jersey
-$9K -185 Closed
AF
550
Advisornet Financial
Minnesota
-$6.93K -138 Closed