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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

439 hedge funds and large institutions have $12.2B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 183 increasing their positions, 168 reducing their positions, and 18 closing their positions.

Holders
439
Holders Change
+50
Holders Change %
+12.85%
% of All Funds
6.92%
Holding in Top 10
78
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.41%
% of All Funds
1.23%
New
70
Increased
183
Reduced
168
Closed
18
Calls
$297K
Puts
–
Net Calls
+$297K
Net Calls Change
+$21K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$864M
2
BW
2
BIP Wealth
Georgia
$274M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$282M
4
AHC
4
Anderson Hoagland & Co
Missouri
$60.5M
5
LCM
5
Lunt Capital Management
Utah
$49.6M

Top Sellers

1
STA
1
Summit Trail Advisors
New York
$985M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.04B
3
MWM
3
Mission Wealth Management
California
$45.8M
4
FCH
4
Freestone Capital Holdings
Washington
$409M
5
Ameriprise
5
Ameriprise
Minnesota
$459M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
51
AE Wealth Management
Kansas
$35.9M 713,316 +111,462 +19%
WB
52
Webster Bank
Connecticut
$35.6M 706,924 +296,226 +72%
CPA
53
Capital Planning Advisors
California
$35.4M 702,877 -333,981 -32%
Renaissance Technologies
54
Renaissance Technologies
New York
$35M 695,700 – –
GIA
55
Gladstone Institutional Advisory
Florida
$35M 695,688 +47,661 +7%
TC
56
TownSquare Capital
Utah
$34.2M 679,537 -168,404 -20%
BOPW
57
Brandywine Oak Private Wealth
Pennsylvania
$33.9M 674,031 +10,478 +2%
IA
58
Inspire Advisors
Idaho
$33M 656,601 -39,007 -6%
VPP
59
Vertex Planning Partners
Illinois
$32.8M 651,416 -52,801 -7%
LFAS
60
Level Four Advisory Services
Texas
$31.9M 634,616 +109,380 +21%
AAS
61
Avantax Advisory Services
Texas
$31.1M 617,971 +277,325 +81%
RL
62
Retireful LLC
Michigan
$30.9M 614,824 -450,564 -42%
Stifel Financial
63
Stifel Financial
Missouri
$29.8M 592,949 -85,320 -13%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$28.3M 563,324 +279,535 +99%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$27.9M 554,642 -142,073 -20%
FHC
66
First Heartland Consultants
Missouri
$27M 537,355 +503,772 +1,500%
PWMG
67
Prestige Wealth Management Group
New Jersey
$26.5M 527,585 +35,167 +7%
MFG
68
Magnus Financial Group
New York
$25.8M 512,071 -47,055 -8%
TCWM
69
Total Clarity Wealth Management
Illinois
$24M 475,968 -125,703 -21%
Kayne Anderson Rudnick Investment Management
70
Kayne Anderson Rudnick Investment Management
California
$22.9M 456,106 +529 +0.1%
AWM
71
Atticus Wealth Management
Florida
$22.7M 452,060 -6,285 -1%
II
72
Inspire Investing
Idaho
$22.7M 451,776 -689,511 -60%
MML Investors Services
73
MML Investors Services
Massachusetts
$22.7M 450,870 +27,352 +6%
SWP
74
Stratos Wealth Partners
Ohio
$22M 436,307 -295,986 -40%
MWM
75
Madison Wealth Management
Ohio
$21.7M 430,836 -6,768 -2%
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