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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

262 hedge funds and large institutions have $5.45B invested in WisdomTree Floating Rate Treasury Fund in 2022 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 94 increasing their positions, 30 reducing their positions, and 7 closing their positions.

Holders
262
Holders Change
+114
Holders Change %
+77.03%
% of All Funds
4.43%
Holding in Top 10
48
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+200%
% of All Funds
0.81%
New
122
Increased
94
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
1
3EDGE Asset Management
Florida
$521M
2
STA
2
Summit Trail Advisors
New York
$399M
3
Morgan Stanley
3
Morgan Stanley
New York
$396M
4
Bank of America
4
Bank of America
North Carolina
$836M
5
LPL Financial
5
LPL Financial
California
$168M

Top Sellers

1
HWM
1
Heirloom Wealth Management
Colorado
$831K
2
JWM
2
Jackson Wealth Management
Florida
$12M
3
WA
3
Win Advisors
Florida
$30K
4
BOPW
4
Brandywine Oak Private Wealth
Pennsylvania
$25.4M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
William Blair & Company
51
William Blair & Company
Illinois
$18.3M 363,569 +357,000 +5,435%
PP
52
Prudential plc
United Kingdom
$17.6M 350,000 +304,500 +669%
WB
53
Webster Bank
Connecticut
$17.2M 341,989 +341,989 New
MAG
54
Members Advisory Group
New York
$15.9M 316,811 +1,571 +0.5%
MML Investors Services
55
MML Investors Services
Massachusetts
$14.9M 296,265 +149,398 +102%
TM
56
Titan Managers
Arizona
$14.8M 294,775 +294,775 New
MWM
57
Madison Wealth Management
Ohio
$14.7M 291,980 +276,205 +1,751%
CPA
58
Capital Planning Advisors
California
$14.3M 284,881 +62,043 +28%
AAS
59
Avantax Advisory Services
Texas
$13.9M 275,861 +250,875 +1,004%
JCM
60
Jacobi Capital Management
Pennsylvania
$13.5M 269,074 +269,074 New
RJA
61
Raymond James & Associates
Florida
$13.3M 263,310 +64,183 +32%
AF
62
Allworth Financial
California
$13M 258,648 +258,004 +40,063%
APW
63
Aurora Private Wealth
New Jersey
$12.7M 251,933 +251,933 New
PWMG
64
Prestige Wealth Management Group
New Jersey
$12.5M 247,802 +27,145 +12%
KLC
65
Knowledge Leaders Capital
Colorado
$12.2M 241,520 +130,124 +117%
JWM
66
Jackson Wealth Management
Florida
$12M 238,161 -99,419 -29%
CWM
67
Cabot Wealth Management
Massachusetts
$11.9M 235,631 +235,631 New
EWMCB
68
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$11M 219,222 +181,503 +481%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$10.2M 203,578 +203,450 +158,945%
TJHA
70
Thomas J. Herzfeld Advisors
Florida
$10M 199,158 +199,158 New
FSA
71
Financial Services Advisory
Maryland
$9.91M 196,825 +196,825 New
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$9.77M 194,065 +156,806 +421%
Kayne Anderson Rudnick Investment Management
73
Kayne Anderson Rudnick Investment Management
California
$9.48M 188,456 +44,639 +31%
PWAG
74
Polaris Wealth Advisory Group
California
$9.44M 187,568 +187,568 New
MIG
75
McGuire Investment Group
Rhode Island
$9.04M 179,580 +3,532 +2%
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3
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