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WisdomTree Floating Rate Treasury Fund

507 hedge funds and large institutions have $11.3B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 200 increasing their positions, 199 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+22
Holders Change %
+4.54%
% of All Funds
7.37%
Holding in Top 10
74
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.63%
% of All Funds
1.08%
New
64
Increased
200
Reduced
199
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WWA
76
WCG Wealth Advisors
Nevada
$18.8M +$683K +13,577 +4%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$18.6M -$530K -10,543 -3%
BA
78
Bristlecone Advisors
Washington
$18.4M +$442K +8,777 +2%
FNC
79
First National Corp
Massachusetts
$18.4M -$1.19M -23,577 -6%
TCM
80
TD Capital Management
Tennessee
$18M -$952K -18,920 -5%
SL
81
SFM LLC
New Hampshire
$18M -$2.42M -48,135 -12%
AC
82
Avestar Capital
New York
$17.9M +$962K +19,125 +6%
JCM
83
Jacobi Capital Management
Pennsylvania
$17.8M +$1.21M +23,961 +7%
II
84
Inspire Investing
Idaho
$17.2M -$1.06M -20,985 -6%
LWL
85
Leo Wealth LLC
Texas
$16.4M +$933K +18,536 +6%
MCM
86
Morton Capital Management
California
$16.4M +$4.82M +95,772 +42%
SWP
87
Stratos Wealth Partners
Ohio
$16.2M +$1.42M +28,184 +10%
GWM
88
GSB Wealth Management
Connecticut
$16.2M +$1.68M +33,404 +12%
TA
89
Tectonic Advisors
Texas
$16.2M -$348K -6,912 -2%
SWM
90
Stapp Wealth Management
Washington
$16.1M -$204K -4,054 -1%
AFP
91
Ausdal Financial Partners
Iowa
$16.1M +$7.11M +141,257 +79%
CWM
92
Cabot Wealth Management
Massachusetts
$16M -$2.8M -55,666 -15%
TWD
93
True Wealth Design
Ohio
$15.4M +$195K +3,876 +1%
TCWM
94
Total Clarity Wealth Management
Illinois
$15.2M +$2.16M +42,892 +17%
UAS
95
United Asset Strategies
New York
$15.2M -$18.1M -359,955 -54%
Toronto Dominion Bank
96
Toronto Dominion Bank
Ontario, Canada
$15.1M +$5.66M +112,600 +60%
MFG
97
Merit Financial Group
Georgia
$14.8M +$3.61M +71,788 +32%
CRA
98
Clear Rock Advisors
Texas
$14.7M -$3.24M -64,480 -18%
KWM
99
Kingsview Wealth Management
Oregon
$14.6M -$516K -10,248 -3%
FSA
100
Financial Security Advisor
Virginia
$14.5M +$1.56M +30,911 +12%