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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

389 hedge funds and large institutions have $11.1B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 174 increasing their positions, 126 reducing their positions, and 29 closing their positions.

Holders
389
Holders Change
+41
Holders Change %
+11.78%
% of All Funds
6.23%
Holding in Top 10
74
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.13%
% of All Funds
1.18%
New
76
Increased
174
Reduced
126
Closed
29
Calls
$276K
Puts
–
Net Calls
+$276K
Net Calls Change
+$276K

Top Buyers

1
FCH
1
Freestone Capital Holdings
Washington
$452M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.09B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$266M
4
Bank of America
4
Bank of America
North Carolina
$1.65B
5
MWM
5
Mission Wealth Management
California
$91.4M

Top Sellers

1
3AM
1
3EDGE Asset Management
Florida
$212M
2
WA
2
Win Advisors
Florida
$750K
3
AWM
3
Aprio Wealth Management
Georgia
$2.42M
4
TC
4
TownSquare Capital
Utah
$42.6M
5
SEIA
5
Signature Estate & Investment Advisors
California
$74.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
51
Renaissance Technologies
New York
$35M 695,700 +113,700 +20%
IA
52
Inspire Advisors
Idaho
$35M 695,608 +287,280 +70%
Stifel Financial
53
Stifel Financial
Missouri
$34.1M 678,269 -22,769 -3%
BOPW
54
Brandywine Oak Private Wealth
Pennsylvania
$33.4M 663,553 -131,346 -17%
KPWS
55
Kestra Private Wealth Services
Texas
$32.7M 650,644 +590,305 +978%
GIA
56
Gladstone Institutional Advisory
Florida
$32.6M 648,027 +38,091 +6%
AWM
57
AE Wealth Management
Kansas
$30.3M 601,854 +121,282 +25%
TCWM
58
Total Clarity Wealth Management
Illinois
$30.2M 601,671 +97,421 +19%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$29.4M 584,755 +24,921 +4%
SPIA
60
Steward Partners Investment Advisory
New York
$28.1M 559,375 +483,853 +641%
MFG
61
Magnus Financial Group
New York
$28.1M 559,126 +57,432 +11%
CCP
62
Carmel Capital Partners
California
$27.4M 545,956 -21,307 -4%
LFAS
63
Level Four Advisory Services
Texas
$26.4M 525,236 +36,707 +8%
PWMG
64
Prestige Wealth Management Group
New Jersey
$24.8M 492,418 +204,876 +71%
APS
65
American Planning Services
Florida
$23.5M 467,042 -167,822 -26%
AWM
66
Atticus Wealth Management
Florida
$23M 458,345 +458,345 New
Kayne Anderson Rudnick Investment Management
67
Kayne Anderson Rudnick Investment Management
California
$22.9M 455,577 +147,960 +48%
MWM
68
Madison Wealth Management
Ohio
$22M 437,604 +3,664 +0.8%
MML Investors Services
69
MML Investors Services
Massachusetts
$21.3M 423,518 +83,309 +24%
WB
70
Webster Bank
Connecticut
$20.6M 410,698 -42,609 -9%
WWM
71
WT Wealth Management
Arizona
$20.6M 410,540 +86,408 +27%
Goldman Sachs
72
Goldman Sachs
New York
$20.6M 409,430 -347,930 -46%
CAN
73
Cetera Advisor Networks
California
$19.7M 391,105 +53,589 +16%
NA
74
NewEdge Advisors
Louisiana
$19.1M 380,869 +116,953 +44%
CWM
75
Cabot Wealth Management
Massachusetts
$18.9M 376,109 +239,054 +174%
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