USFR icon

WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

148 hedge funds and large institutions have $2.14B invested in WisdomTree Floating Rate Treasury Fund in 2022 Q1 according to their latest regulatory filings, with 147 funds opening new positions, increasing their positions, 1 reducing their positions, and 0 closing their positions.

Holders
148
Holders Change
+146
Holders Change %
+7,300%
% of All Funds
2.34%
Holding in Top 10
16
Holding in Top 10 Change
+16
Holding in Top 10 Change %
%
% of All Funds
0.25%
New
147
Increased
–
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$600M
2
RBA
2
Richard Bernstein Advisors
New York
$326M
3
Morgan Stanley
3
Morgan Stanley
New York
$131M
4
Ameriprise
4
Ameriprise
Minnesota
$124M
5
3AM
5
3EDGE Asset Management
Florida
$117M

Top Sellers

1
HF
1
Halpern Financial
Virginia
$6.69K
Name Market Value Shares Shares
Change 		Shares
Change %
CRWM
101
Castle Rock Wealth Management
California
$503K 10,000 +10,000 New
MG
102
Mather Group
Illinois
$477K 9,478 +9,478 New
CA
103
Continuum Advisory
Idaho
$474K 9,416 +9,416 New
ACM
104
Advisors Capital Management
New Jersey
$467K 9,296 +9,296 New
FT
105
Fiduciary Trust
Massachusetts
$453K 9,000 +9,000 New
VWA
106
VERITY Wealth Advisors
United States
$449K 8,933 +8,933 New
NWM
107
Northwest Wealth Management
Iowa
$443K 8,805 +8,805 New
WWM
108
Wolff Wiese Magana
California
$435K 8,657 +8,657 New
Osaic Holdings
109
Osaic Holdings
Arizona
$429K 8,554 +8,554 New
BA
110
Bristlecone Advisors
Washington
$383K 7,616 +7,616 New
William Blair & Company
111
William Blair & Company
Illinois
$330K 6,569 +6,569 New
SW
112
SVB Wealth
Massachusetts
$318K 6,327 +6,327 New
PCWA
113
Pacific Capital Wealth Advisors
California
$302K 6,000 +6,000 New
BCA
114
Bay Colony Advisors
Massachusetts
$285K 5,661 +5,661 New
GSEP
115
Golden State Equity Partners
California
$277K 5,501 +5,501 New
VCM
116
Virtue Capital Management
Tennessee
$271K 5,391 +5,391 New
IAN
117
Integrated Advisors Network
Texas
$234K 4,650 +4,650 New
AC
118
ASB Consultores
Florida
$230K 4,579 +4,579 New
MFG
119
Merit Financial Group
Georgia
$230K 4,581 +4,581 New
FA
120
FDx Advisors
Illinois
$223K 4,427 +4,427 New
ICP
121
Interchange Capital Partners
Pennsylvania
$222K 4,427 +4,427 New
ACA
122
Aptus Capital Advisors
Alabama
$212K 4,210 +4,210 New
WMA
123
Wealth Management Associates
New Jersey
$211K 4,196 +4,196 New
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$193K 3,846 +3,846 New
JPMorgan Chase & Co
125
JPMorgan Chase & Co
New York
$182K 3,616 +3,616 New
2 3 4
5
6