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WisdomTree Floating Rate Treasury Fund
USFR
USFR
509 hedge funds and large institutions have $12.3B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 182 increasing their positions, 199 reducing their positions, and 55 closing their positions.
New
Increased
Maintained
Reduced
Closed
76% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 55
7% more funds holding
Funds holding: 475 → 509 (+34)
2.45% more ownership
Funds ownership: 67.54% → 69.99% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 84 → 84 (0)
1% less capital invested
Capital invested by funds: $12.4B → $12.3B (-$64.9M)
9% less repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 199
Holders
509
Holders Change
+34
Holders Change %
+7.16%
% of All Funds
7.42%
Holding in Top 10
84
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.22%
New
97
Increased
182
Reduced
199
Closed
55
Calls
$980K
Puts
–
Net Calls
+$980K
Net Calls Change
-$746K
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$1.07B |
| 2 |
BW
BIP Wealth
Atlanta,
Georgia
|
+$61.4M |
| 3 |
LPL Financial
San Diego,
California
|
+$50.9M |
| 4 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$35.9M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$35.6M |
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$555M |
| 2 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$170M |
| 3 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$104M |
| 4 |
Cerity Partners
New York
|
-$73.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$60.3M |
