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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

148 hedge funds and large institutions have $2.14B invested in WisdomTree Floating Rate Treasury Fund in 2022 Q1 according to their latest regulatory filings, with 147 funds opening new positions, increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+146
Holders Change %
+7,300%
% of All Funds
2.34%
Holding in Top 10
16
Holding in Top 10 Change
+16
Holding in Top 10 Change %
%
% of All Funds
0.25%
New
147
Increased
–
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$600M
2
RBA
Richard Bernstein Advisors
New York
$326M
3
Morgan Stanley
Morgan Stanley
New York
$131M
4
Ameriprise
Ameriprise
Minnesota
$124M
5
3AM
3EDGE Asset Management
Florida
$117M

Top Sellers

1
HF
Halpern Financial
Virginia
$6.69K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
76
Clearview Wealth Advisors
Oregon
$830K +$830K +16,508 New
MWM
77
Madison Wealth Management
Ohio
$794K +$794K +15,775 New
CA
78
Cetera Advisors
Colorado
$767K +$767K +15,248 New
1WM
79
1900 Wealth Management
Texas
$760K +$760K +15,127 New
AWS
80
Atria Wealth Solutions
New York
$715K +$715K +14,212 New
CSPAM
81
Cary Street Partners Asset Management
Virginia
$706K +$706K +14,034 New
SC
82
Savant Capital
Illinois
$692K +$692K +13,759 New
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$686K +$686K +13,649 New
TSS
84
Two Sigma Securities
New York
$684K +$684K +13,606 New
VIM
85
Vista Investment Management
Pennsylvania
$680K +$680K +13,529 New
Citadel Advisors
86
Citadel Advisors
Florida
$655K +$655K +13,020 New
Creative Planning
87
Creative Planning
Kansas
$648K +$648K +12,896 New
CCG
88
Cypress Capital Group
Florida
$639K +$639K +12,705 New
CAP
89
Columbia Advisory Partners
Washington
$619K +$619K +12,312 New
LWANC
90
Laurel Wealth Advisors (North Carolina)
North Carolina
$612K +$612K +12,175 New
BIA
91
Barry Investment Advisors
Massachusetts
$605K +$605K +12,032 New
EIA
92
Eldridge Investment Advisors
New Hampshire
$603K +$603K +12,000 New
Allianz Asset Management
93
Allianz Asset Management
Germany
$603K +$603K +12,000 New
TW
94
TrinityPoint Wealth
Connecticut
$589K +$589K +11,709 New
RA
95
RFG Advisory
Alabama
$578K +$578K +11,501 New
BRWM
96
B. Riley Wealth Management
Tennessee
$577K +$577K +11,473 New
JWCA
97
J.W. Cole Advisors
Florida
$538K +$538K +10,707 New
PA
98
Pinnacle Associates
New York
$520K +$520K +10,346 New
PWMAG
99
Pinnacle Wealth Management Advisory Group
New Jersey
$520K +$520K +10,346 New
IA
100
Insight Advisors
Pennsylvania
$518K +$518K +10,297 New
2 3
4
5 6