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WisdomTree Floating Rate Treasury Fund

390 hedge funds and large institutions have $11.2B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 174 increasing their positions, 126 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 29

38% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 126

14% more capital invested

Capital invested by funds: $9.81B → $11.2B (+$1.34B)

12% more funds holding

Funds holding: 348390 (+42)

4.51% less ownership

Funds ownership: 77.11%72.61% (-4.5%)

5% less funds holding in top 10

Funds holding in top 10: 7874 (-4)

Holders
390
Holders Change
+42
Holders Change %
+12.07%
% of All Funds
6.22%
Holding in Top 10
74
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.13%
% of All Funds
1.18%
New
77
Increased
174
Reduced
126
Closed
29
Calls
$276K
Puts
Net Calls
+$276K
Net Calls Change
+$276K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
$35M +$5.72M +113,700 +20%
IA
52
Inspire Advisors
Idaho
$35M +$14.5M +287,280 +70%
Stifel Financial
53
Stifel Financial
Missouri
$34.1M -$1.15M -22,769 -3%
BOPW
54
Brandywine Oak Private Wealth
Pennsylvania
$33.4M -$6.61M -131,346 -17%
KPWS
55
Kestra Private Wealth Services
Texas
$32.7M +$29.7M +590,305 +978%
GIA
56
Gladstone Institutional Advisory
Florida
$32.6M +$1.92M +38,091 +6%
AWM
57
AE Wealth Management
Kansas
$30.3M +$6.1M +121,282 +25%
TCWM
58
Total Clarity Wealth Management
Illinois
$30.2M +$4.9M +97,421 +19%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$29.4M +$1.25M +24,921 +4%
SPIA
60
Steward Partners Investment Advisory
New York
$28.1M +$24.4M +483,853 +641%
MFG
61
Magnus Financial Group
New York
$28.1M +$2.89M +57,432 +11%
CCP
62
Carmel Capital Partners
California
$27.4M -$1.07M -21,307 -4%
LFAS
63
Level Four Advisory Services
Texas
$26.4M +$1.85M +36,707 +8%
PWMG
64
Prestige Wealth Management Group
New Jersey
$24.8M +$10.3M +204,876 +71%
APS
65
American Planning Services
Florida
$23.5M -$8.45M -167,822 -26%
AWM
66
Atticus Wealth Management
Florida
$23M +$23.1M +458,345 New
Kayne Anderson Rudnick Investment Management
67
Kayne Anderson Rudnick Investment Management
California
$22.9M +$7.45M +147,960 +48%
MWM
68
Madison Wealth Management
Ohio
$22M +$184K +3,664 +0.8%
MML Investors Services
69
MML Investors Services
Massachusetts
$21.3M +$4.19M +83,309 +24%
WB
70
Webster Bank
Connecticut
$20.6M -$2.14M -42,609 -9%
WWM
71
WT Wealth Management
Arizona
$20.6M +$4.35M +86,408 +27%
Goldman Sachs
72
Goldman Sachs
New York
$20.6M -$17.5M -347,930 -46%
CAN
73
Cetera Advisor Networks
California
$19.7M +$2.7M +53,589 +16%
NA
74
NewEdge Advisors
Louisiana
$19.1M +$5.89M +116,953 +44%
CWM
75
Cabot Wealth Management
Massachusetts
$18.9M +$12M +239,054 +174%