USFR icon

WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

348 hedge funds and large institutions have $9.81B invested in WisdomTree Floating Rate Treasury Fund in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 154 increasing their positions, 80 reducing their positions, and 31 closing their positions.

Holders
348
Holders Change
+63
Holders Change %
+22.11%
% of All Funds
5.61%
Holding in Top 10
78
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+36.84%
% of All Funds
1.26%
New
101
Increased
154
Reduced
80
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.55B
2
STA
2
Summit Trail Advisors
New York
$998M
3
Morgan Stanley
3
Morgan Stanley
New York
$949M
4
RBA
4
Richard Bernstein Advisors
New York
$391M
5
FCH
5
Freestone Capital Holdings
Washington
$127M

Top Sellers

1
VWM
1
Venturi Wealth Management
Texas
$20M
2
C
2
Certuity
Florida
$53.5M
3
Truist Financial
3
Truist Financial
North Carolina
$2.28M
4
JWM
4
Jackson Wealth Management
Florida
$0
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$7.75M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$17.1M 340,209 +34,903 +11%
CAN
77
Cetera Advisor Networks
California
$17M 337,516 +212,064 +169%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$16.7M 332,557 +237,069 +248%
WWM
79
WT Wealth Management
Arizona
$16.3M 324,132 +106,438 +49%
RW
80
Regimen Wealth
Georgia
$15.7M 313,016 +313,016 New
AF
81
Allworth Financial
California
$15.7M 312,170 -7,039 -2%
Kayne Anderson Rudnick Investment Management
82
Kayne Anderson Rudnick Investment Management
California
$15.5M 307,617 +27,680 +10%
WMR
83
Wealth Management Resources
Rhode Island
$15M 299,066 -61,789 -17%
MA
84
MJP Associates
Connecticut
$14.6M 290,869 -52,794 -15%
TM
85
Titan Managers
Arizona
$14.5M 288,943 -14,312 -5%
PWMG
86
Prestige Wealth Management Group
New Jersey
$14.5M 287,542 +22,488 +8%
CWA
87
Continuum Wealth Advisors
New York
$14.3M 283,802 +283,802 New
JCM
88
Jacobi Capital Management
Pennsylvania
$13.8M 274,564 +2,657 +1%
GWM
89
Greenwich Wealth Management
Connecticut
$13.8M 274,562 +45,722 +20%
CWM
90
Castle Wealth Management
Florida
$12.7M 252,846 +14,796 +6%
JIP
91
Jaffetilchin Investment Partners
Florida
$12.4M 245,781 +245,781 New
FNC
92
First National Corp
Massachusetts
$12.3M 243,978 +214,798 +736%
NL
93
NVWM LLC
Pennsylvania
$12.1M 240,557 +13,688 +6%
RCS
94
Retirement Capital Strategies
California
$11.3M 225,669 -4,231 -2%
T
95
TCWP
Ohio
$11M 218,649 +97,431 +80%
Mariner
96
Mariner
Kansas
$10.8M 215,154 +215,154 New
GWM
97
GSB Wealth Management
Connecticut
$10.8M 214,370 +80,028 +60%
MIG
98
McGuire Investment Group
Rhode Island
$10.4M 207,235 +14,822 +8%
EWMCB
99
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$10.4M 206,667 +6,033 +3%
FA
100
Fiduciary Alliance
South Carolina
$10.4M 206,200 +206,200 New
2 3
4
5 6