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WisdomTree Floating Rate Treasury Fund
USFR
USFR
486 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, 221 reducing their positions, and 66 closing their positions.
New
Increased
Maintained
Reduced
Closed
5% less funds holding
Funds holding: 509 → 486 (-23)
4.62% less ownership
Funds ownership: 69.99% → 65.37% (-4.6%)
7% less capital invested
Capital invested by funds: $12.3B → $11.4B (-$865M)
10% less funds holding in top 10
Funds holding in top 10: 84 → 76 (-8)
17% less repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 221
27% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 66
Holders
486
Holders Change
-23
Holders Change %
-4.52%
% of All Funds
7%
Holding in Top 10
76
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.52%
% of All Funds
1.09%
New
48
Increased
184
Reduced
221
Closed
66
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
STA
Summit Trail Advisors
New York
|
+$218M |
| 2 |
JP Morgan Chase
New York
|
+$133M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$99.6M |
| 4 |
WCM
Wealthcare Capital Management
Richmond,
Virginia
|
+$62M |
| 5 |
GAA
Global Assets Advisory
Orlando,
Florida
|
+$49.6M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$1.11B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$116M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$112M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$52.9M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$38.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
551
Bessemer Group
Woodbridge,
New Jersey
| – | -$9K | -185 | Closed |
|
|
AF
552
Advisornet Financial
Minnetonka,
Minnesota
| – | -$6.93K | -138 | Closed |
|
553
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$36 | -1 | Closed |
|