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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

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
Holders
507
Holders Change
–
Holders Change %
0%
% of All Funds
7.33%
Holding in Top 10
68
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.11%
% of All Funds
0.98%
New
57
Increased
199
Reduced
213
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$980M
2
AAS
Annex Advisory Services
Wisconsin
$177M
3
First Trust Advisors
First Trust Advisors
Illinois
$68.2M
4
MCM
Morton Capital Management
California
$60.2M
5
BW
BIP Wealth
Georgia
$301M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$771M
2
RBA
Richard Bernstein Advisors
New York
$577
3
Ameriprise
Ameriprise
Minnesota
$216M
4
STA
Summit Trail Advisors
New York
$889M
5
SEIA
Signature Estate & Investment Advisors
California
$693K
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
526
Evoke Wealth
California
– -$471K -9,358 Closed
TDC
527
Thompson Davis & Co
Virginia
– -$467K -9,282 Closed
OPCM
528
Osborne Partners Capital Management
California
– -$444K -8,827 Closed
AIA
529
Alera Investment Advisors
Illinois
– -$414K -8,221 Closed
MWA
530
Muirfield Wealth Advisors
North Carolina
– -$413K -8,207 Closed
SAM
531
Synergy Asset Management
Washington
– -$359K -7,142 Closed
LGWM
532
Litman Gregory Wealth Management
California
– -$337K -6,692 Closed
VCM
533
Virtue Capital Management
Tennessee
– -$331K -6,566 Closed
GI
534
Gradient Investments
Minnesota
– -$329K -6,536 Closed
FPIS
535
Financial Planning & Information Services
Wisconsin
– -$254K -5,041 Closed
CFB
536
Cullen/Frost Bankers
Texas
– -$251K -4,993 Closed
EWM
537
Executive Wealth Management
Michigan
– -$251K -4,982 Closed
JCIA
538
Jackson Creek Investment Advisors
Colorado
– -$248K -4,922 Closed
SC
539
Summa Corp
Texas
– -$239K -4,760 Closed
WIM
540
WealthPlan Investment Management
Nebraska
– -$234K -4,651 Closed
IHL
541
Investment House LLC
California
– -$227K -4,521 Closed
DCM
542
Donaldson Capital Management
Indiana
– -$221K -4,386 Closed
AWA
543
Arete Wealth Advisors
Illinois
– -$220K -4,381 Closed
HAS
544
HBW Advisory Services
California
– -$218K -4,337 Closed
AAM
545
Aureus Asset Management
Massachusetts
– -$210K -4,169 Closed
VNA
546
Valley National Advisers
Pennsylvania
– -$197K -3,919 Closed
OSAM
547
O'Shaughnessy Asset Management
Connecticut
– -$176K -3,500 Closed
ACA
548
Atlas Capital Advisors
Wyoming
– -$136K -2,707 Closed
TWC
549
TD Waterhouse Canada
Ontario, Canada
– -$132K -2,628 Closed
IAIM
550
International Assets Investment Management
Florida
– -$97.1K -1,931 Closed
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