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WisdomTree Floating Rate Treasury Fund

348 hedge funds and large institutions have $9.81B invested in WisdomTree Floating Rate Treasury Fund in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 154 increasing their positions, 80 reducing their positions, and 31 closing their positions.

Holders
348
Holders Change
+63
Holders Change %
+22.11%
% of All Funds
5.61%
Holding in Top 10
78
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+36.84%
% of All Funds
1.26%
New
101
Increased
154
Reduced
80
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MWM
101
Moulton Wealth Management
Washington
$10.3M 205,636 +205,636 New
BA
102
Bristlecone Advisors
Washington
$10.3M 203,986 +150,675 +283%
SWM
103
Stapp Wealth Management
Washington
$10.2M 203,159 +134,848 +197%
IWM
104
IHT Wealth Management
Illinois
$10.2M 203,061 +90,968 +81%
TCM
105
TD Capital Management
Tennessee
$9.99M 198,778 +175,722 +762%
FSA
106
Financial Services Advisory
Maryland
$9.82M 195,310 +239 +0.1%
MMA
107
Miracle Mile Advisors
California
$9.74M 193,657 +193,657 New
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$9.33M 185,533 +38,863 +26%
WAG
109
Wallace Advisory Group
California
$9.32M 185,327 +185,327 New
MC
110
Middleton & Co
Massachusetts
$9.05M 179,997 +16,960 +10%
SOS
111
Silver Oak Securities
Tennessee
$9.02M 179,473 +45,888 +34%
KFGK
112
Keystone Financial Group (Kentucky)
Kentucky
$8.62M 171,546 +36,371 +27%
OIA
113
OneDigital Investment Advisors
Kansas
$8.25M 164,057 +164,057 New
AWA
114
AmeriServ Wealth Advisors
Pennsylvania
$8.22M 163,482 +6,061 +4%
BWM
115
BlackDiamond Wealth Management
New York
$7.97M 158,354 -17,711 -10%
BA
116
Bridge Advisory
California
$7.83M 155,819 +155,819 New
TJHA
117
Thomas J. Herzfeld Advisors
Florida
$7.75M 154,252 -520,252 -77%
EI
118
Ellevest Inc
New York
$7.5M 149,105
CA
119
Cetera Advisors
Colorado
$7.45M 148,174 +69,784 +89%
AAS
120
Ameritas Advisory Services
Nebraska
$7.29M 145,039 +145,039 New
Baird Financial Group
121
Baird Financial Group
Wisconsin
$7.16M 142,453 -10,899 -7%
CWM
122
Cabot Wealth Management
Massachusetts
$6.89M 137,055 -10,611 -7%
TI
123
Tidal Investments
Wisconsin
$6.8M 135,274 -2,221 -2%
GWM
124
Geneos Wealth Management
Colorado
$6.67M 132,649 +99,014 +294%
F4L
125
Fortune 45 LLC
Louisiana
$6.54M 130,079 +1,126 +0.9%