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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.

New
Increased
Maintained
Reduced
Closed

226% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 31

93% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 80

37% more funds holding in top 10

Funds holding in top 10: 5778 (+21)

37% more capital invested

Capital invested by funds: $7.17B → $9.81B (+$2.63B)

22% more funds holding

Funds holding: 285348 (+63)

0.53% more ownership

Funds ownership: 76.58%77.11% (+0.53%)

Holders
348
Holders Change
+63
Holders Change %
+22.11%
% of All Funds
5.59%
Holding in Top 10
78
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+36.84%
% of All Funds
1.25%
New
101
Increased
154
Reduced
80
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Moulton Wealth Management
Washington
$10.3M +$10.3M +205,636 New
BA
102
Bristlecone Advisors
Washington
$10.3M +$7.58M +150,675 +283%
SWM
103
Stapp Wealth Management
Washington
$10.2M +$6.78M +134,848 +197%
IWM
104
IHT Wealth Management
Illinois
$10.2M +$4.58M +90,968 +81%
TCM
105
TD Capital Management
Tennessee
$9.99M +$8.84M +175,722 +762%
FSA
106
Financial Services Advisory
Maryland
$9.82M +$12K +239 +0.1%
MMA
107
Miracle Mile Advisors
California
$9.74M +$9.74M +193,657 New
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$9.33M +$1.96M +38,863 +26%
WAG
109
Wallace Advisory Group
California
$9.32M +$9.32M +185,327 New
MC
110
Middleton & Co
Massachusetts
$9.05M +$853K +16,960 +10%
SOS
111
Silver Oak Securities
Tennessee
$9.02M +$2.31M +45,888 +34%
KFGK
112
Keystone Financial Group (Kentucky)
Kentucky
$8.62M +$1.83M +36,371 +27%
OIA
113
OneDigital Investment Advisors
Kansas
$8.25M +$8.25M +164,057 New
AWA
114
AmeriServ Wealth Advisors
Pennsylvania
$8.22M +$305K +6,061 +4%
BWM
115
BlackDiamond Wealth Management
New York
$7.97M -$891K -17,711 -10%
BA
116
Bridge Advisory
California
$7.83M +$7.84M +155,819 New
TJHA
117
Thomas J. Herzfeld Advisors
Florida
$7.75M -$26.2M -520,252 -77%
EI
118
Ellevest Inc
New York
$7.5M
CA
119
Cetera Advisors
Colorado
$7.45M +$3.51M +69,784 +89%
AAS
120
Ameritas Advisory Services
Nebraska
$7.29M +$7.3M +145,039 New
Baird Financial Group
121
Baird Financial Group
Wisconsin
$7.16M -$548K -10,899 -7%
CWM
122
Cabot Wealth Management
Massachusetts
$6.89M -$534K -10,611 -7%
TI
123
Tidal Investments
Wisconsin
$6.8M -$112K -2,221 -2%
GWM
124
Geneos Wealth Management
Colorado
$6.67M +$4.98M +99,014 +294%
F4L
125
Fortune 45 LLC
Louisiana
$6.54M +$56.6K +1,126 +0.9%