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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

262 hedge funds and large institutions have $5.45B invested in WisdomTree Floating Rate Treasury Fund in 2022 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 94 increasing their positions, 30 reducing their positions, and 7 closing their positions.

Holders
262
Holders Change
+114
Holders Change %
+77.03%
% of All Funds
4.43%
Holding in Top 10
48
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+200%
% of All Funds
0.81%
New
122
Increased
94
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
1
3EDGE Asset Management
Florida
$521M
2
STA
2
Summit Trail Advisors
New York
$399M
3
Morgan Stanley
3
Morgan Stanley
New York
$396M
4
Bank of America
4
Bank of America
North Carolina
$836M
5
LPL Financial
5
LPL Financial
California
$168M

Top Sellers

1
HWM
1
Heirloom Wealth Management
Colorado
$831K
2
JWM
2
Jackson Wealth Management
Florida
$12M
3
WA
3
Win Advisors
Florida
$30K
4
BOPW
4
Brandywine Oak Private Wealth
Pennsylvania
$25.4M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
76
Amplius Wealth Advisors
Pennsylvania
$8.81M 174,987 +78,731 +82%
MIAN
77
Mariner Independent Advisor Network
Kansas
$8.63M 171,455 +85,871 +100%
CWM
78
Castle Wealth Management
Florida
$8.45M 167,842 +167,842 New
LWP
79
Laurel Wealth Planning
Minnesota
$8.1M 160,906 +3,456 +2%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$7.54M 149,838 +9,113 +6%
SAM
81
Synergy Asset Management
Washington
$7.52M 149,432 +149,432 New
LFAS
82
Level Four Advisory Services
Texas
$7.33M 145,715 +145,715 New
PWS
83
Private Wealth Strategies
Ohio
$7.06M 140,284 +113,853 +431%
CSPIA
84
Cary Street Partners Investment Advisory
Virginia
$6.73M 133,764 -2,962 -2%
APS
85
American Planning Services
Florida
$6.7M 133,090 +133,090 New
NFG
86
Nations Financial Group
Iowa
$6.55M 130,152 +130,152 New
AAS
87
Ameritas Advisory Services
Nebraska
$6.12M 121,614 +50,856 +72%
BTWM
88
Baker Tilly Wealth Management
Wisconsin
$6.06M 120,464 +120,464 New
5SA
89
5th Street Advisors
Connecticut
$5.89M 116,969 +3,304 +3%
SPL
90
Smart Portfolios LLC
Washington
$5.6M 111,259 +111,259 New
WWM
91
WT Wealth Management
Arizona
$5.5M 109,257 +109,257 New
TCA
92
Transcend Capital Advisors
New Jersey
$5.47M 108,761 -452 -0.4%
SCP
93
Syntal Capital Partners
Texas
$5.21M 103,598 +103,598 New
PAG
94
Private Advisor Group
New Jersey
$5.21M 103,520 +103,520 New
SFP
95
Sweet Financial Partners
Minnesota
$4.87M 96,786 +96,786 New
1WM
96
1900 Wealth Management
Texas
$4.87M 96,759 +81,632 +540%
FA
97
FDx Advisors
Illinois
$4.85M 96,383 +91,956 +2,077%
BWM
98
BlackDiamond Wealth Management
New York
$4.7M 93,330 +18,078 +24%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$4.48M 89,038 +88,481 +15,885%
BFWA
100
Benchmark Financial Wealth Advisors
Florida
$4.35M 86,390 +86,390 New
2 3
4
5 6