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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

559 hedge funds and large institutions have $10.5B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 221 increasing their positions, 195 reducing their positions, and 37 closing their positions.

Holders
559
Holders Change
+52
Holders Change %
+10.26%
% of All Funds
7.44%
Holding in Top 10
87
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+27.94%
% of All Funds
1.16%
New
100
Increased
221
Reduced
195
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$287M
2
SWA
2
Serenus Wealth Advisors
California
$245M
3
STA
3
Summit Trail Advisors
New York
$1.1B
4
HHGA
4
Halbert Hargrove Global Advisors
California
$95.9M
5
Lido Advisors
5
Lido Advisors
California
$75.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$503M
2
AAS
2
Annex Advisory Services
Wisconsin
$1.01M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$0
4
Ameriprise
4
Ameriprise
Minnesota
$190M
5
C
5
Certuity
Florida
$454K
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$33.2M 658,860 -11,076 -2%
SFO
52
Stenger Family Office
Illinois
$33.1M 658,068 +658,068 New
LFAS
53
Level Four Advisory Services
Texas
$31.7M 630,856 +3,811 +0.6%
SC
54
Sykon Capital
New York
$31.2M 619,718 +504,730 +439%
WB
55
Webster Bank
Connecticut
$31.2M 619,097 +13,565 +2%
CCP
56
Carmel Capital Partners
California
$31.1M 617,314 -74,889 -11%
SPIA
57
Steward Partners Investment Advisory
New York
$30.6M 607,608 -119,646 -16%
EMAM
58
Encompass More Asset Management
California
$30.2M 599,245 +216,077 +56%
VPP
59
Vertex Planning Partners
Illinois
$29.7M 590,520 -102,337 -15%
RFA
60
Reyes Financial Architecture
California
$29.5M 587,199 +587,199 New
CC
61
Cypress Capital
Tennessee
$28.7M 570,978 +98,939 +21%
MWM
62
Modern Wealth Management
Kansas
$27M 536,484 +498,098 +1,298%
DCM
63
Disciplina Capital Management
Tennessee
$26.7M 530,361 -444,095 -46%
MIG
64
McGuire Investment Group
Rhode Island
$26.5M 526,626 -231 -0%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$26.5M 526,116 +161,811 +44%
IAA
66
Independent Advisor Alliance
North Carolina
$26.1M 518,068 +518,068 New
GCWM
67
Guided Capital Wealth Management
Texas
$25M 495,993 +495,993 New
TFA
68
Tobias Financial Advisors
Florida
$24.8M 493,119 -479,518 -49%
BA
69
Bristlecone Advisors
Washington
$24.7M 491,723 +31,585 +7%
PCM
70
Permanent Capital Management
Illinois
$23.9M 474,804 +474,804 New
WAP
71
Wealthcare Advisory Partners
Pennsylvania
$23.5M 466,290 +78,181 +20%
SI
72
Stonekeep Investments
New Mexico
$22.7M 450,433 -41,138 -8%
MPW
73
Melone Private Wealth
Michigan
$22.1M 438,385 +168,293 +62%
TFG
74
Team Financial Group
California
$21.3M 423,514 +5,054 +1%
CCP
75
Cassia Capital Partners
North Carolina
$21.3M 422,531 -105,441 -20%
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