USFR icon

WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

485 hedge funds and large institutions have $11.4B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 184 increasing their positions, 220 reducing their positions, and 65 closing their positions.

Holders
485
Holders Change
-22
Holders Change %
-4.34%
% of All Funds
7.03%
Holding in Top 10
76
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.52%
% of All Funds
1.1%
New
48
Increased
184
Reduced
220
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
STA
1
Summit Trail Advisors
New York
$1.25B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$662M
3
Citadel Advisors
3
Citadel Advisors
Florida
$99.5M
4
WCM
4
Wealthcare Capital Management
Virginia
$67.5M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$95.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.04B
2
Bank of America
2
Bank of America
North Carolina
$1.22B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$83.7M
4
Ameriprise
4
Ameriprise
Minnesota
$401M
5
UBS Group
5
UBS Group
Switzerland
$362M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
76
Cabot Wealth Management
Massachusetts
$18.8M 374,534 -44,146 -11%
CWA
77
Continuum Wealth Advisors
New York
$18.5M 368,030 +32,854 +10%
II
78
Inspire Investing
Idaho
$18.3M 362,940 +66,865 +23%
RW
79
Regimen Wealth
Georgia
$18.2M 362,811 -5,251 -1%
WWA
80
WCG Wealth Advisors
Nevada
$18.1M 360,713 +36,295 +11%
BA
81
Bristlecone Advisors
Washington
$18M 357,714 +11,376 +3%
CRA
82
Clear Rock Advisors
Texas
$17.9M 356,488 +8,176 +2%
MFG
83
Magnus Financial Group
New York
$17.6M 349,556 -83,180 -19%
AC
84
Avestar Capital
New York
$16.9M 336,308 -169,291 -33%
JCM
85
Jacobi Capital Management
Pennsylvania
$16.5M 328,868 +2,544 +0.8%
TA
86
Tectonic Advisors
Texas
$16.5M 328,033 -14,111 -4%
LW
87
Lauer Wealth
Indiana
$16.4M 325,978 +91,564 +39%
SWM
88
Stapp Wealth Management
Washington
$16.3M 323,468 +341 +0.1%
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$15.6M 311,171 +55,337 +22%
LWL
90
Leo Wealth LLC
Texas
$15.5M 307,343 -19,554 -6%
Mariner
91
Mariner
Kansas
$15.2M 303,056 -95,239 -24%
TWD
92
True Wealth Design
Ohio
$15.2M 302,407 +302,407 New
KWM
93
Kingsview Wealth Management
Oregon
$15.2M 301,369 +60,727 +25%
SWP
94
Stratos Wealth Partners
Ohio
$14.8M 294,131 +46,199 +19%
GWM
95
GSB Wealth Management
Connecticut
$14.5M 288,575 -68,533 -19%
AHC
96
Anderson Hoagland & Co
Missouri
$14.4M 286,190 -61,091 -18%
TM
97
Titan Managers
Arizona
$13.8M 273,654 -10,560 -4%
BWM
98
BlackDiamond Wealth Management
New York
$13.6M 269,774 -64,599 -19%
TCWM
99
Total Clarity Wealth Management
Illinois
$13.1M 259,726 -23,774 -8%
FSA
100
Financial Security Advisor
Virginia
$12.9M 256,900 +55,718 +28%
2 3
4
5 6