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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

507 hedge funds and large institutions have $12.3B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 181 increasing their positions, 199 reducing their positions, and 55 closing their positions.

Holders
507
Holders Change
+33
Holders Change %
+6.96%
% of All Funds
7.43%
Holding in Top 10
84
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.23%
New
96
Increased
181
Reduced
199
Closed
55
Calls
$980K
Puts
–
Net Calls
+$980K
Net Calls Change
-$746K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.15B
2
KWAG
2
Kiely Wealth Advisory Group
North Carolina
$81.9M
3
BW
3
BIP Wealth
Georgia
$286M
4
LPL Financial
4
LPL Financial
California
$636M
5
SEIA
5
Signature Estate & Investment Advisors
California
$113M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$529M
2
3AM
2
3EDGE Asset Management
Florida
$0
3
HHGA
3
Halbert Hargrove Global Advisors
California
$0
4
Cerity Partners
4
Cerity Partners
New York
$6.69M
5
Bank of America
5
Bank of America
North Carolina
$1.34B
Name Market Value Shares Shares
Change 		Shares
Change %
NA
101
Nottingham Advisors
New York
$12.8M 315,479 -10,962 -3%
CA
102
Calton & Associates
Florida
$12.5M 248,267 +209,511 +541%
SWP
103
Stratos Wealth Partners
Ohio
$12.5M 247,932 +133,263 +116%
AAS
104
Avantax Advisory Services
Texas
$12.3M 245,262 -386,318 -61%
CA
105
Cetera Advisors
Colorado
$12.2M 241,848 +8,468 +4%
KWM
106
Kingsview Wealth Management
Oregon
$12.1M 240,642 +1,490 +0.6%
JWCA
107
J.W. Cole Advisors
Florida
$11.9M 236,986 -95,605 -29%
LW
108
Lauer Wealth
Indiana
$11.8M 234,414 +137,852 +143%
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$11.8M 234,777 +122,387 +109%
SIA
110
SkyView Investment Advisors
New Jersey
$11.6M 230,112 +54,290 +31%
CSPIA
111
Cary Street Partners Investment Advisory
Virginia
$11.1M 220,818 +78,098 +55%
SOS
112
Silver Oak Securities
Tennessee
$11M 219,872 +86,287 +65%
MFG
113
Merit Financial Group
Georgia
$10.9M 217,867 +40,064 +23%
CCG
114
Catalina Capital Group
California
$10.9M 217,531 +217,531 New
AWM
115
Axxcess Wealth Management
California
$10.7M 213,896 +138,709 +184%
SG
116
Sharper & Granite
California
$10.6M 210,670 +79,175 +60%
MIA
117
Milestone Investment Advisors
Wisconsin
$10.4M 207,612 -90,266 -30%
EH
118
Equitable Holdings
New York
$10.4M 206,076 +22,545 +12%
KV
119
Kickstand Ventures
New York
$10.2M 203,108 -65,560 -24%
QCM
120
Quantinno Capital Management
New York
$10.2M 202,718 +202,718 New
WWM
121
WT Wealth Management
Arizona
$10.2M 202,189 -111,155 -35%
ACC
122
Acorn Creek Capital
Colorado
$10.2M 202,135 +202,135 New
PAWA
123
Palo Alto Wealth Advisors
California
$10.1M 201,960 +32,250 +19%
FSA
124
Financial Security Advisor
Virginia
$10.1M 201,182 +186,353 +1,257%
MCM
125
Morton Capital Management
California
$10M 199,732 +138,971 +229%
3 4
5
6 7