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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

559 hedge funds and large institutions have $10.5B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 221 increasing their positions, 195 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+52
Holders Change %
+10.26%
% of All Funds
7.44%
Holding in Top 10
87
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+27.94%
% of All Funds
1.16%
New
100
Increased
221
Reduced
195
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
STA
Summit Trail Advisors
New York
$1.1B
2
HHGA
Halbert Hargrove Global Advisors
California
$95.9M
3
Lido Advisors
Lido Advisors
California
$75.9M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$50M
5
MTC
Matrix Trust Company
Colorado
$35.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$503M
2
AAS
Annex Advisory Services
Wisconsin
$1.01M
3
First Trust Advisors
First Trust Advisors
Illinois
$0
4
Ameriprise
Ameriprise
Minnesota
$190M
5
C
Certuity
Florida
$454K
Name Holding Trade Value Shares
Change 		Shares
Change %
GVCM
76
Global View Capital Management
Wisconsin
$21.2M +$21.2M +421,330 New
GWANC
77
Guardian Wealth Advisors (North Carolina)
North Carolina
$21M +$12.5M +249,001 +148%
AFP
78
Ausdal Financial Partners
Iowa
$21M +$2.2M +43,647 +12%
RW
79
Regimen Wealth
Georgia
$20.7M +$1.51M +29,963 +8%
UAS
80
United Asset Strategies
New York
$20.6M -$10.5M -208,581 -34%
Kayne Anderson Rudnick Investment Management
81
Kayne Anderson Rudnick Investment Management
California
$20.1M -$2.74M -54,423 -12%
UPS
82
UHLMANN PRICE SECURITIES
Illinois
$19.7M +$2.56M +50,937 +15%
LW
83
Lauer Wealth
Indiana
$18.8M -$7.85M -155,972 -29%
DC
84
Dorval Corp
Minnesota
$18.2M +$1.12M +22,336 +7%
BWM
85
BlackDiamond Wealth Management
New York
$18.2M +$10.2M +203,434 +128%
JCM
86
Jacobi Capital Management
Pennsylvania
$18M +$17.7K +352 +0.1%
II
87
Inspire Investing
Idaho
$17.9M +$590K +11,717 +3%
UIC
88
Uniplan Investment Counsel
Wisconsin
$17.5M -$8.68M -172,545 -33%
SWM
89
Stapp Wealth Management
Washington
$17.5M +$776K +15,421 +5%
LWL
90
Leo Wealth LLC
Texas
$16.5M -$1.88M -37,443 -10%
AWM
91
AE Wealth Management
Kansas
$16.4M -$2.17M -43,051 -12%
CIA
92
Concurrent Investment Advisors
Florida
$16.4M +$2.4M +47,599 +17%
CSP
93
Cary Street Partners
Virginia
$15.9M +$15.9M +315,791 New
CWM
94
Cabot Wealth Management
Massachusetts
$15.6M +$199K +3,945 +1%
FNC
95
First National Corp
Massachusetts
$15.5M -$1.07M -21,347 -6%
ACA
96
Aptus Capital Advisors
Alabama
$15.3M +$6.77M +134,624 +79%
MAC
97
Mason & Associates (California)
California
$14.9M +$5.33M +105,926 +56%
Mariner
98
Mariner
Kansas
$14.8M -$7.86M -156,293 -35%
FSA
99
Financial Security Advisor
Virginia
$14.8M -$213K -4,237 -1%
SWP
100
Stratos Wealth Partners
Ohio
$14.7M -$2.65M -52,578 -15%
2 3
4
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