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WisdomTree Floating Rate Treasury Fund

508 hedge funds and large institutions have $10.3B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 201 increasing their positions, 213 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 51

0% less funds holding

Funds holding: 509508 (-1)

6% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 213

2.52% less ownership

Funds ownership: 63.74%61.22% (-2.5%)

8% less funds holding in top 10

Funds holding in top 10: 7468 (-6)

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$1.01B)

Holders
508
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.3%
Holding in Top 10
68
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.11%
% of All Funds
0.98%
New
56
Increased
201
Reduced
213
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$33.1M +$9.14M +181,524 +38%
LCM
52
Lunt Capital Management
Utah
$32.8M -$3.24M -64,435 -9%
LFAS
53
Level Four Advisory Services
Texas
$31.5M +$1.14M +22,715 +4%
UAS
54
United Asset Strategies
New York
$31M +$15.9M +315,821 +105%
WB
55
Webster Bank
Connecticut
$30.4M -$2.96M -58,888 -9%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$29.7M -$2.21M -43,887 -7%
LW
57
Lauer Wealth
Indiana
$26.7M +$1.32M +26,205 +5%
CCP
58
Cassia Capital Partners
North Carolina
$26.5M -$1.36M -27,039 -5%
MIG
59
McGuire Investment Group
Rhode Island
$26.5M +$143K +2,838 +0.5%
UIC
60
Uniplan Investment Counsel
Wisconsin
$26.2M +$1.12M +22,199 +4%
C
61
Certuity
Florida
$24.9M -$118M -2,342,689 -83%
SI
62
Stonekeep Investments
New Mexico
$24.7M -$1.75M -34,683 -7%
CC
63
Cypress Capital
Tennessee
$23.7M -$915K -18,167 -4%
BA
64
Bristlecone Advisors
Washington
$23.1M +$4.71M +93,647 +26%
Kayne Anderson Rudnick Investment Management
65
Kayne Anderson Rudnick Investment Management
California
$22.8M -$260K -5,167 -1%
Mariner
66
Mariner
Kansas
$22.7M +$8.81M +174,909 +63%
TFG
67
Team Financial Group
California
$21M +$597K +11,862 +3%
MWM
68
Moulton Wealth Management
Washington
$19.5M -$4.2M -83,457 -18%
WAP
69
Wealthcare Advisory Partners
Pennsylvania
$19.5M -$32.3M -641,148 -62%
EMAM
70
Encompass More Asset Management
California
$19.2M +$19.3M +383,168 New
RW
71
Regimen Wealth
Georgia
$19.2M +$401K +7,974 +2%
AFP
72
Ausdal Financial Partners
Iowa
$18.8M +$2.74M +54,440 +17%
AWM
73
AE Wealth Management
Kansas
$18.6M -$11.8M -235,339 -39%
LWL
74
Leo Wealth LLC
Texas
$18.4M +$2.02M +40,193 +12%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$18.3M +$3.94M +78,332 +27%