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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

507 hedge funds and large institutions have $12.3B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 181 increasing their positions, 199 reducing their positions, and 55 closing their positions.

Holders
507
Holders Change
+33
Holders Change %
+6.96%
% of All Funds
7.43%
Holding in Top 10
84
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.23%
New
96
Increased
181
Reduced
199
Closed
55
Calls
$980K
Puts
–
Net Calls
+$980K
Net Calls Change
-$746K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.15B
2
KWAG
2
Kiely Wealth Advisory Group
North Carolina
$81.9M
3
BW
3
BIP Wealth
Georgia
$286M
4
LPL Financial
4
LPL Financial
California
$636M
5
SEIA
5
Signature Estate & Investment Advisors
California
$113M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$529M
2
3AM
2
3EDGE Asset Management
Florida
$0
3
HHGA
3
Halbert Hargrove Global Advisors
California
$0
4
Cerity Partners
4
Cerity Partners
New York
$6.69M
5
Bank of America
5
Bank of America
North Carolina
$1.34B
Name Market Value Shares Shares
Change 		Shares
Change %
AHC
76
Anderson Hoagland & Co
Missouri
$17.5M 347,281 -739,660 -68%
BA
77
Bristlecone Advisors
Washington
$17.4M 346,338 +38,984 +13%
TA
78
Tectonic Advisors
Texas
$17.2M 342,144 +36,291 +12%
TCM
79
TD Capital Management
Tennessee
$16.9M 337,247 -10,740 -3%
CWA
80
Continuum Wealth Advisors
New York
$16.8M 335,176 +11,166 +3%
BWM
81
BlackDiamond Wealth Management
New York
$16.8M 334,373 +123,910 +59%
Millennium Management
82
Millennium Management
New York
$16.8M 333,892 -31,443 -9%
LWL
83
Leo Wealth LLC
Texas
$16.4M 326,897 +326,897 New
JCM
84
Jacobi Capital Management
Pennsylvania
$16.4M 326,324 -42 -0%
Toronto Dominion Bank
85
Toronto Dominion Bank
Ontario, Canada
$16.3M 325,400 +192,400 +145%
WWA
86
WCG Wealth Advisors
Nevada
$16.3M 324,418 +46,905 +17%
SWM
87
Stapp Wealth Management
Washington
$16.2M 323,127 +47,348 +17%
PGWM
88
Parisi Gray Wealth Management
New Jersey
$16M 319,034 -15,834 -5%
UAS
89
United Asset Strategies
New York
$15.6M 311,420 +154,384 +98%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$15.4M 306,121 -12,718 -4%
MIG
91
McGuire Investment Group
Rhode Island
$14.9M 297,113 +3,507 +1%
II
92
Inspire Investing
Idaho
$14.9M 296,075 -13,319 -4%
GWM
93
Geneos Wealth Management
Colorado
$14.7M 291,776 -761 -0.3%
TM
94
Titan Managers
Arizona
$14.3M 284,214 -10,451 -4%
AWS
95
Atria Wealth Solutions
New York
$14.3M 284,155 -138,914 -33%
TCWM
96
Total Clarity Wealth Management
Illinois
$14.2M 283,500 -58,705 -17%
SL
97
SFM LLC
New Hampshire
$13.5M 269,301 +269,301 New
CW
98
CreativeOne Wealth
Kansas
$13.4M 266,807 -26,784 -9%
ACM
99
Andina Capital Management
Utah
$13M 258,538 +258,538 New
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$12.9M 255,834 +107,446 +72%
2 3
4
5 6