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WisdomTree Floating Rate Treasury Fund

285 hedge funds and large institutions have $7.17B invested in WisdomTree Floating Rate Treasury Fund in 2022 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 132 increasing their positions, 74 reducing their positions, and 33 closing their positions.

Holders
285
Holders Change
+23
Holders Change %
+8.78%
% of All Funds
4.93%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
0.99%
New
61
Increased
132
Reduced
74
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
VFM
76
Valley Financial Management
New York
$12.3M 244,707 +244,707 New
CWM
77
Castle Wealth Management
Florida
$12M 238,050 +70,208 +42%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$11.7M 232,112 +38,047 +20%
PAG
79
Private Advisor Group
New Jersey
$11.6M 229,989 +126,469 +122%
RCS
80
Retirement Capital Strategies
California
$11.6M 229,900 +229,900 New
GWM
81
Greenwich Wealth Management
Connecticut
$11.5M 228,840 +228,840 New
NL
82
NVWM LLC
Pennsylvania
$11.4M 226,869 +141,956 +167%
WWM
83
WT Wealth Management
Arizona
$10.9M 217,694 +108,437 +99%
EWMCB
84
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$10.1M 200,634 -18,588 -8%
FSA
85
Financial Services Advisory
Maryland
$9.81M 195,071 -1,754 -0.9%
MIG
86
McGuire Investment Group
Rhode Island
$9.68M 192,413 +12,833 +7%
NA
87
NewEdge Advisors
Louisiana
$9.63M 191,593 +164,686 +612%
MIAN
88
Mariner Independent Advisor Network
Kansas
$9.17M 182,442 +10,987 +6%
BWM
89
BlackDiamond Wealth Management
New York
$8.85M 176,065 +82,735 +89%
MC
90
Middleton & Co
Massachusetts
$8.2M 163,037 +163,037 New
AWA
91
AmeriServ Wealth Advisors
Pennsylvania
$7.92M 157,421 +157,421 New
Baird Financial Group
92
Baird Financial Group
Wisconsin
$7.71M 153,352 -231,621 -60%
EI
93
Ellevest Inc
New York
$7.5M 149,105 +149,105 New
CWM
94
Cabot Wealth Management
Massachusetts
$7.43M 147,666 -87,965 -37%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$7.38M 146,670 -3,168 -2%
MFG
96
Magnus Financial Group
New York
$7.3M 145,218 +132,814 +1,071%
KLC
97
Knowledge Leaders Capital
Colorado
$6.96M 138,444 -103,076 -43%
TI
98
Tidal Investments
Wisconsin
$6.91M 137,495 +120,791 +723%
KFGK
99
Keystone Financial Group (Kentucky)
Kentucky
$6.8M 135,175 +135,175 New
GWM
100
GSB Wealth Management
Connecticut
$6.76M 134,342 +54,831 +69%