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WisdomTree Floating Rate Treasury Fund

262 hedge funds and large institutions have $5.45B invested in WisdomTree Floating Rate Treasury Fund in 2022 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 94 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,643% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 7

213% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 30

200% more funds holding in top 10

Funds holding in top 10: 1648 (+32)

154% more capital invested

Capital invested by funds: $2.14B → $5.45B (+$3.3B)

77% more funds holding

Funds holding: 148262 (+114)

6.47% more ownership

Funds ownership: 74.73%81.2% (+6.5%)

Holders
262
Holders Change
+114
Holders Change %
+77.03%
% of All Funds
4.41%
Holding in Top 10
48
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+200%
% of All Funds
0.81%
New
122
Increased
94
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NL
101
NVWM LLC
Pennsylvania
$4.27M +$1.38M +27,442 +48%
EIA
102
Eldridge Investment Advisors
New Hampshire
$4.09M +$3.49M +69,249 +577%
GWM
103
GSB Wealth Management
Connecticut
$4M +$4M +79,511 New
CL
104
CIM LLC
New York
$3.63M +$3.63M +72,110 New
RF
105
Resolute Financial
Massachusetts
$3.5M +$3.5M +69,553 New
DADC
106
D.A. Davidson & Co
Montana
$3.38M +$3.38M +67,228 New
CAN
107
Cetera Advisor Networks
California
$3.23M +$32.3K +642 +1%
Brown Advisory
108
Brown Advisory
Maryland
$3.15M +$3.15M +62,595 New
BA
109
Bristlecone Advisors
Washington
$3.13M +$2.74M +54,527 +716%
AWM
110
Axxcess Wealth Management
California
$3.04M +$3.04M +60,347 New
ACM
111
Absolute Capital Management
Pennsylvania
$3.02M +$593K +11,789 +24%
AA
112
Addison Advisors
Vermont
$2.79M +$351K +6,973 +14%
CWA
113
Centennial Wealth Advisory
Michigan
$2.64M +$2.64M +52,430 New
MWAM
114
Manhattan West Asset Management
California
$2.63M +$2.63M +52,154 New
MG
115
Mather Group
Illinois
$2.61M +$2.13M +42,327 +447%
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$2.45M +$1.76M +34,993 +256%
BAM
117
Belpointe Asset Management
Nevada
$2.35M +$34.5K +685 +1%
OMC
118
Old Mission Capital
Illinois
$2.32M -$845K -16,784 -27%
AW
119
ACG Wealth
Georgia
$2.28M +$535K +10,627 +31%
FW
120
FirstPurpose Wealth
Utah
$2.27M +$2.27M +45,118 New
Allianz Asset Management
121
Allianz Asset Management
Germany
$2.19M +$1.58M +31,440 +262%
FFC
122
Fure Financial Corporation
Minnesota
$2.16M -$272K -5,412 -11%
KPWS
123
Kestra Private Wealth Services
Texas
$2.12M +$910K +18,084 +75%
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$2.11M +$735K +14,609 +53%
CF
125
Centaurus Financial
California
$2.08M +$2.08M +41,232 New