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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

474 hedge funds and large institutions have $12.4B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 224 increasing their positions, 145 reducing their positions, and 43 closing their positions.

Holders
474
Holders Change
+35
Holders Change %
+7.97%
% of All Funds
7.56%
Holding in Top 10
84
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+7.69%
% of All Funds
1.34%
New
81
Increased
224
Reduced
145
Closed
43
Calls
$1.73M
Puts
–
Net Calls
+$1.73M
Net Calls Change
+$1.43M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.08B
2
HHGA
2
Halbert Hargrove Global Advisors
California
$104M
3
LPL Financial
3
LPL Financial
California
$586M
4
Cerity Partners
4
Cerity Partners
New York
$79.9M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$258M

Top Sellers

1
FCH
1
Freestone Capital Holdings
Washington
$0
2
Bank of America
2
Bank of America
North Carolina
$1.4B
3
VWM
3
Venturi Wealth Management
Texas
$11.7M
4
RBA
4
Richard Bernstein Advisors
New York
$281M
5
BW
5
BIP Wealth
Georgia
$225M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
76
Cetera Advisor Networks
California
$21.9M 435,757 +43,960 +11%
AWS
77
Atria Wealth Solutions
New York
$21.3M 423,069 +414,153 +4,645%
CWM
78
Cabot Wealth Management
Massachusetts
$21.3M 422,757 +13,117 +3%
MWM
79
Moulton Wealth Management
Washington
$19.8M 392,611 +20,876 +6%
IG
80
ING Group
Netherlands
$19.4M 385,100 +385,100 New
FNC
81
First National Corp
Massachusetts
$18.9M 374,797 +13,456 +4%
RW
82
Regimen Wealth
Georgia
$18.4M 365,850 +40,839 +13%
Millennium Management
83
Millennium Management
New York
$18.4M 365,335 +188,852 +107%
KFGK
84
Keystone Financial Group (Kentucky)
Kentucky
$18.1M 359,265 +51,221 +17%
DADC
85
D.A. Davidson & Co
Montana
$18M 357,823 +280,536 +363%
GWM
86
GSB Wealth Management
Connecticut
$17.9M 354,827 +59,472 +20%
TCM
87
TD Capital Management
Tennessee
$17.5M 347,987 +54,271 +18%
TCWM
88
Total Clarity Wealth Management
Illinois
$17.2M 342,205 -133,763 -28%
PGWM
89
Parisi Gray Wealth Management
New Jersey
$16.9M 334,868 +311,303 +1,321%
Mariner
90
Mariner
Kansas
$16.8M 333,720 +104,497 +46%
JWCA
91
J.W. Cole Advisors
Florida
$16.7M 332,591 +67,694 +26%
TFG
92
Team Financial Group
California
$16.7M 332,258 +332,258 New
JCM
93
Jacobi Capital Management
Pennsylvania
$16.4M 326,366 +3,175 +1%
CWA
94
Continuum Wealth Advisors
New York
$16.3M 324,010 +13,392 +4%
TF
95
Trek Financial
Arizona
$16.2M 321,056 +310,406 +2,915%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$16M 318,839 +12,881 +4%
TFA
97
Tobias Financial Advisors
Florida
$15.9M 316,173 +12,832 +4%
WWM
98
WT Wealth Management
Arizona
$15.8M 313,344 -31,385 -9%
II
99
Inspire Investing
Idaho
$15.6M 309,394 -142,382 -32%
BA
100
Bristlecone Advisors
Washington
$15.5M 307,354 +98,868 +47%
2 3
4
5 6