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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

348 hedge funds and large institutions have $9.81B invested in WisdomTree Floating Rate Treasury Fund in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 154 increasing their positions, 80 reducing their positions, and 31 closing their positions.

Holders
348
Holders Change
+63
Holders Change %
+22.11%
% of All Funds
5.61%
Holding in Top 10
78
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+36.84%
% of All Funds
1.26%
New
101
Increased
154
Reduced
80
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.55B
2
STA
2
Summit Trail Advisors
New York
$998M
3
Morgan Stanley
3
Morgan Stanley
New York
$949M
4
RBA
4
Richard Bernstein Advisors
New York
$391M
5
FCH
5
Freestone Capital Holdings
Washington
$127M

Top Sellers

1
VWM
1
Venturi Wealth Management
Texas
$20M
2
C
2
Certuity
Florida
$53.5M
3
Truist Financial
3
Truist Financial
North Carolina
$2.28M
4
JWM
4
Jackson Wealth Management
Florida
$0
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$7.75M
Name Market Value Shares Shares
Change 		Shares
Change %
APS
51
American Planning Services
Florida
$31.9M 634,864 +634,363 +126,619%
GIA
52
Gladstone Institutional Advisory
Florida
$30.7M 609,936 -5,409 -0.9%
Renaissance Technologies
53
Renaissance Technologies
New York
$29.3M 582,000 +129,300 +29%
CCP
54
Carmel Capital Partners
California
$28.5M 567,263 +567,263 New
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$28.1M 559,834 +2,514 +0.5%
MFG
56
Merit Financial Group
Georgia
$26.8M 533,182 -296,988 -36%
FSA
57
Financial Sense Advisors
California
$26.2M 520,744 +515,833 +10,504%
TCWM
58
Total Clarity Wealth Management
Illinois
$25.3M 504,250 +465,854 +1,213%
MFG
59
Magnus Financial Group
New York
$25.2M 501,694 +356,476 +245%
GM
60
GeoWealth Management
Illinois
$24.7M 492,312 +487,158 +9,452%
LFAS
61
Level Four Advisory Services
Texas
$24.6M 488,529 +236,007 +93%
GRP
62
Global Retirement Partners
California
$24.3M 484,112 -148,925 -24%
SWMG
63
Sanchez Wealth Management Group
Florida
$24.2M 481,057 +4,398 +0.9%
AWM
64
AE Wealth Management
Kansas
$24.2M 480,572 +60,256 +14%
MIA
65
Milestone Investment Advisors
Wisconsin
$23.7M 471,903 +471,903 New
WB
66
Webster Bank
Connecticut
$22.8M 453,307 +47,060 +12%
NPI
67
New Perspectives Inc
Mississippi
$21.9M 436,060 +37,591 +9%
MWM
68
Madison Wealth Management
Ohio
$21.8M 433,940 +95,363 +28%
SWP
69
Stratos Wealth Partners
Ohio
$21.1M 418,880 -33,373 -7%
IA
70
Inspire Advisors
Idaho
$20.5M 408,328 +138,741 +51%
VWM
71
Venturi Wealth Management
Texas
$20M 398,228 -1,326,872 -77%
WAP
72
Wealthcare Advisory Partners
Pennsylvania
$18.6M 370,495 +370,495 New
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$17.8M 353,569 +67,001 +23%
AAS
74
Avantax Advisory Services
Texas
$17.6M 350,984 +45,476 +15%
WCAMG
75
Woodard & Company Asset Management Group
North Carolina
$17.4M 346,718 -330,737 -49%
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3
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