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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

148 hedge funds and large institutions have $2.14B invested in WisdomTree Floating Rate Treasury Fund in 2022 Q1 according to their latest regulatory filings, with 147 funds opening new positions, increasing their positions, 1 reducing their positions, and 0 closing their positions.

Holders
148
Holders Change
+146
Holders Change %
+7,300%
% of All Funds
2.34%
Holding in Top 10
16
Holding in Top 10 Change
+16
Holding in Top 10 Change %
%
% of All Funds
0.25%
New
147
Increased
–
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$600M
2
RBA
2
Richard Bernstein Advisors
New York
$326M
3
Morgan Stanley
3
Morgan Stanley
New York
$131M
4
Ameriprise
4
Ameriprise
Minnesota
$124M
5
3AM
5
3EDGE Asset Management
Florida
$117M

Top Sellers

1
HF
1
Halpern Financial
Virginia
$6.69K
Name Market Value Shares Shares
Change 		Shares
Change %
SI
51
Stephens Inc
Arkansas
$2.76M 54,823 +54,823 New
AA
52
Addison Advisors
Vermont
$2.44M 48,434 +48,434 New
FFC
53
Fure Financial Corporation
Minnesota
$2.43M 48,402 +48,402 New
ACM
54
Absolute Capital Management
Pennsylvania
$2.42M 48,195 +48,195 New
BAM
55
Belpointe Asset Management
Nevada
$2.31M 45,991 +45,991 New
PP
56
Prudential plc
United Kingdom
$2.29M 45,500 +45,500 New
T
57
TCWP
Ohio
$1.99M 39,577 +39,577 New
EWMCB
58
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.9M 37,719 +37,719 New
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$1.87M 37,259 +37,259 New
OC
60
Oarsman Capital
Wisconsin
$1.84M 36,590 +36,590 New
EA
61
Eudaimonia Advisors
Tennessee
$1.84M 36,551 +36,551 New
AW
62
ACG Wealth
Georgia
$1.75M 34,757 +34,757 New
PP
63
Patron Partners
Texas
$1.65M 32,764 +32,764 New
KWM
64
Kingsview Wealth Management
Oregon
$1.51M 30,032 +30,032 New
BPA
65
Beacon Pointe Advisors
California
$1.51M 30,009 +30,009 New
LWAC
66
Laurel Wealth Advisors (California)
California
$1.48M 29,385 +29,385 New
Jane Street
67
Jane Street
New York
$1.47M 29,132 +29,132 New
GIA
68
Gladstone Institutional Advisory
Florida
$1.45M 28,870 +28,870 New
VAS
69
Vestmark Advisory Solutions
Massachusetts
$1.42M 28,146 +28,146 New
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$1.38M 27,347 +27,347 New
PWS
71
Private Wealth Strategies
Ohio
$1.31M 26,431 +26,431 New
AAS
72
Avantax Advisory Services
Texas
$1.26M 24,986 +24,986 New
KPWS
73
Kestra Private Wealth Services
Texas
$1.21M 24,004 +24,004 New
EWM
74
EPG Wealth Management
Georgia
$942K 18,740 +18,740 New
VC
75
Vicus Capital
Pennsylvania
$924K 18,383 +18,383 New
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3
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