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WisdomTree Floating Rate Treasury Fund

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.

New
Increased
Maintained
Reduced
Closed

1,643% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 7

213% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 30

200% more funds holding in top 10

Funds holding in top 10: 1648 (+32)

154% more capital invested

Capital invested by funds: $2.14B → $5.45B (+$3.3B)

77% more funds holding

Funds holding: 148262 (+114)

6.47% more ownership

Funds ownership: 74.73%81.2% (+6.5%)

Holders
262
Holders Change
+114
Holders Change %
+77.03%
% of All Funds
4.41%
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
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
76
Amplius Wealth Advisors
Pennsylvania
$8.81M +$3.96M +78,731 +82%
MIAN
77
Mariner Independent Advisor Network
Kansas
$8.63M +$4.32M +85,871 +100%
CWM
78
Castle Wealth Management
Florida
$8.45M +$8.45M +167,842 New
LWP
79
Laurel Wealth Planning
Minnesota
$8.1M +$174K +3,456 +2%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$7.54M +$459K +9,113 +6%
SAM
81
Synergy Asset Management
Washington
$7.52M +$7.52M +149,432 New
LFAS
82
Level Four Advisory Services
Texas
$7.33M +$7.34M +145,715 New
PWS
83
Private Wealth Strategies
Ohio
$7.06M +$5.73M +113,853 +431%
CSPIA
84
Cary Street Partners Investment Advisory
Virginia
$6.73M -$149K -2,962 -2%
APS
85
American Planning Services
Florida
$6.7M +$6.7M +133,090 New
NFG
86
Nations Financial Group
Iowa
$6.55M +$6.55M +130,152 New
AAS
87
Ameritas Advisory Services
Nebraska
$6.12M +$2.56M +50,856 +72%
BTWM
88
Baker Tilly Wealth Management
Wisconsin
$6.06M +$6.06M +120,464 New
5SA
89
5th Street Advisors
Connecticut
$5.89M +$166K +3,304 +3%
SPL
90
Smart Portfolios LLC
Washington
$5.6M +$5.6M +111,259 New
WWM
91
WT Wealth Management
Arizona
$5.5M +$5.5M +109,257 New
TCA
92
Transcend Capital Advisors
New Jersey
$5.47M -$22.8K -452 -0.4%
SCP
93
Syntal Capital Partners
Texas
$5.21M +$5.22M +103,598 New
PAG
94
Private Advisor Group
New Jersey
$5.21M +$5.21M +103,520 New
SFP
95
Sweet Financial Partners
Minnesota
$4.87M +$4.87M +96,786 New
1WM
96
1900 Wealth Management
Texas
$4.87M +$4.11M +81,632 +540%
FA
97
FDx Advisors
Illinois
$4.85M +$4.63M +91,956 +2,077%
BWM
98
BlackDiamond Wealth Management
New York
$4.7M +$910K +18,078 +24%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$4.48M +$4.45M +88,481 +15,885%
BFWA
100
Benchmark Financial Wealth Advisors
Florida
$4.35M +$4.35M +86,390 New