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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

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.

Holders
262
Holders Change
+114
Holders Change %
+77.03%
% of All Funds
4.43%
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
–

Top Buyers

1
3AM
1
3EDGE Asset Management
Florida
$521M
2
STA
2
Summit Trail Advisors
New York
$399M
3
Morgan Stanley
3
Morgan Stanley
New York
$396M
4
Bank of America
4
Bank of America
North Carolina
$836M
5
LPL Financial
5
LPL Financial
California
$168M

Top Sellers

1
HWM
1
Heirloom Wealth Management
Colorado
$831K
2
JWM
2
Jackson Wealth Management
Florida
$12M
3
WA
3
Win Advisors
Florida
$30K
4
BOPW
4
Brandywine Oak Private Wealth
Pennsylvania
$25.4M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NL
101
NVWM LLC
Pennsylvania
$4.27M 84,913 +27,442 +48%
EIA
102
Eldridge Investment Advisors
New Hampshire
$4.09M 81,249 +69,249 +577%
GWM
103
GSB Wealth Management
Connecticut
$4M 79,511 +79,511 New
CL
104
CIM LLC
New York
$3.63M 72,110 +72,110 New
RF
105
Resolute Financial
Massachusetts
$3.5M 69,553 +69,553 New
DADC
106
D.A. Davidson & Co
Montana
$3.38M 67,228 +67,228 New
CAN
107
Cetera Advisor Networks
California
$3.23M 64,106 +642 +1%
Brown Advisory
108
Brown Advisory
Maryland
$3.15M 62,595 +62,595 New
BA
109
Bristlecone Advisors
Washington
$3.13M 62,143 +54,527 +716%
AWM
110
Axxcess Wealth Management
California
$3.04M 60,347 +60,347 New
ACM
111
Absolute Capital Management
Pennsylvania
$3.02M 59,984 +11,789 +24%
AA
112
Addison Advisors
Vermont
$2.79M 55,407 +6,973 +14%
CWA
113
Centennial Wealth Advisory
Michigan
$2.64M 52,430 +52,430 New
MWAM
114
Manhattan West Asset Management
California
$2.63M 52,154 +52,154 New
MG
115
Mather Group
Illinois
$2.61M 51,805 +42,327 +447%
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$2.45M 48,642 +34,993 +256%
BAM
117
Belpointe Asset Management
Nevada
$2.35M 46,676 +685 +1%
OMC
118
Old Mission Capital
Illinois
$2.32M 46,026 -16,784 -27%
AW
119
ACG Wealth
Georgia
$2.28M 45,384 +10,627 +31%
FW
120
FirstPurpose Wealth
Utah
$2.27M 45,118 +45,118 New
Allianz Asset Management
121
Allianz Asset Management
Germany
$2.19M 43,440 +31,440 +262%
FFC
122
Fure Financial Corporation
Minnesota
$2.16M 42,990 -5,412 -11%
KPWS
123
Kestra Private Wealth Services
Texas
$2.12M 42,088 +18,084 +75%
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$2.11M 41,956 +14,609 +53%
CF
125
Centaurus Financial
California
$2.08M 41,232 +41,232 New
3 4
5
6 7