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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

439 hedge funds and large institutions have $12.2B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 183 increasing their positions, 168 reducing their positions, and 18 closing their positions.

Holders
439
Holders Change
+50
Holders Change %
+12.85%
% of All Funds
6.92%
Holding in Top 10
78
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.41%
% of All Funds
1.23%
New
70
Increased
183
Reduced
168
Closed
18
Calls
$297K
Puts
–
Net Calls
+$297K
Net Calls Change
+$21K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$864M
2
BW
2
BIP Wealth
Georgia
$274M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$282M
4
AHC
4
Anderson Hoagland & Co
Missouri
$60.5M
5
LCM
5
Lunt Capital Management
Utah
$49.6M

Top Sellers

1
STA
1
Summit Trail Advisors
New York
$985M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.04B
3
MWM
3
Mission Wealth Management
California
$45.8M
4
FCH
4
Freestone Capital Holdings
Washington
$409M
5
Ameriprise
5
Ameriprise
Minnesota
$459M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
101
Procyon Advisors
Connecticut
$12.9M 256,950 +142,667 +125%
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$12.9M 255,838 +82,913 +48%
BWM
103
BlackDiamond Wealth Management
New York
$12.7M 253,184 +60,811 +32%
UAS
104
United Asset Strategies
New York
$12.7M 252,384 +34 +0%
MIG
105
McGuire Investment Group
Rhode Island
$12.6M 249,628 +23,638 +10%
UB
106
UMB Bank
Missouri
$12.3M 244,847 +244,847 New
MCC
107
Money Concepts Capital
Florida
$12M 238,309 +183,805 +337%
ARS
108
Adirondack Retirement Specialists
New York
$11.7M 232,356 +20,873 +10%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$11.6M 230,412 +5,281 +2%
CA
110
Cetera Advisors
Colorado
$11.6M 230,177 -21,990 -9%
Mariner
111
Mariner
Kansas
$11.5M 229,223 +34,888 +18%
BA
112
Bridge Advisory
California
$11.4M 226,891 +36,812 +19%
SWM
113
Stapp Wealth Management
Washington
$11.4M 225,801 -3,524 -2%
BA
114
Bristlecone Advisors
Washington
$10.5M 208,486 +70,831 +51%
KWM
115
Kingsview Wealth Management
Oregon
$10.2M 203,488 +130,255 +178%
LB
116
Leo Brokerage
Texas
$10M 198,993 -10,491 -5%
FSA
117
Financial Services Advisory
Maryland
$9.79M 194,631 -2,791 -1%
FGA
118
Fortis Group Advisors
New Jersey
$9.76M 194,011 +1,812 +0.9%
TA
119
Tectonic Advisors
Texas
$9.68M 192,347 +192,347 New
PWG
120
Portside Wealth Group
Utah
$9.57M 190,261 +190,261 New
MFG
121
Merit Financial Group
Georgia
$9.47M 188,166 -144,438 -43%
AF
122
Allworth Financial
California
$9.08M 180,484 -124,784 -41%
Millennium Management
123
Millennium Management
New York
$8.88M 176,483 +81,793 +86%
AAS
124
Ameritas Advisory Services
Nebraska
$8.6M 170,760 +29,283 +21%
Natixis Advisors
125
Natixis Advisors
Massachusetts
$8.56M 170,108 +10,298 +6%
3 4
5
6 7