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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

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.

Holders
507
Holders Change
+22
Holders Change %
+4.54%
% of All Funds
7.38%
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
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$797M
2
C
2
Certuity
Florida
$143M
3
BlackRock
3
BlackRock
New York
$44.4M
4
RJA
4
Raymond James & Associates
Florida
$136M
5
QC
5
Quadrature Capital
United Kingdom
$37.5M

Top Sellers

1
STA
1
Summit Trail Advisors
New York
$1.02B
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.34M
3
Bank of America
3
Bank of America
North Carolina
$1.14B
4
BW
4
BIP Wealth
Georgia
$261M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$182M
Name Market Value Shares Shares
Change 		Shares
Change %
PAS
526
Park Avenue Securities
New York
– – -9,121 Closed
FFBTD
527
First Financial Bank - Trust Division
Ohio
– – -7,717 Closed
SAI
528
Savvy Advisors Inc
New York
– – -6,819 Closed
KFGK
529
Keystone Financial Group (Kentucky)
Kentucky
– – -6,605 Closed
PWA
530
Prairie Wealth Advisors
Nebraska
– – -6,497 Closed
DWM
531
Destination Wealth Management
California
– – -5,539 Closed
Empower Advisory Group
532
Empower Advisory Group
Colorado
– – -5,195 Closed
VWM
533
Vigilare Wealth Management
Arizona
– – -5,000 Closed
BPA
534
Beacon Pointe Advisors
California
– – -4,928 Closed
VCP
535
Verus Capital Partners
Arizona
– – -4,721 Closed
GG
536
GenWealth Group
New Jersey
– – -4,700 Closed
XT
537
XTX Topco
Cayman Islands
– – -4,575 Closed
NW
538
NewEdge Wealth
Pennsylvania
– – -3,977 Closed
EWA
539
EverSource Wealth Advisors
Alabama
– – -460 Closed
Simplex Trading
540
Simplex Trading
Illinois
– – -453 Closed
KFS
541
Kelly Financial Services
Massachusetts
– – -38 Closed
CCMI
542
Creative Capital Management Investments
California
– – -36 Closed
FGAM
543
Financial Gravity Asset Management
Texas
– – -17 Closed
HFS
544
Hantz Financial Services
Michigan
– – -15 Closed
CIA
545
Cape Investment Advisory
Georgia
– – -7 Closed
CFGS
546
Concourse Financial Group Securities
Alabama
– – – –
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