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WisdomTree Floating Rate Treasury Fund

485 hedge funds and large institutions have $11.4B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 184 increasing their positions, 220 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
-22
Holders Change %
-4.34%
% of All Funds
7.03%
Holding in Top 10
76
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.52%
% of All Funds
1.1%
New
48
Increased
184
Reduced
220
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BS
101
Banco Santander
Spain
$12.9M +$5.21M +103,541 +68%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$12.9M -$2.54M -50,510 -17%
GWM
103
Geneos Wealth Management
Colorado
$12.7M -$2.01M -39,955 -14%
AWS
104
Atria Wealth Solutions
New York
$12.6M -$1.71M -34,095 -12%
SG
105
Sharper & Granite
California
$12.5M +$1.85M +36,832 +17%
CA
106
Calton & Associates
Florida
$12.4M -$123K -2,450 -1%
MML Investors Services
107
MML Investors Services
Massachusetts
$12.2M +$4.53M +90,049 +59%
EH
108
Equitable Holdings
New York
$12.1M +$1.72M +34,229 +17%
AWM
109
Axxcess Wealth Management
California
$11.8M +$1.01M +20,054 +9%
JWCA
110
J.W. Cole Advisors
Florida
$11.7M -$233K -4,638 -2%
MCM
111
Morton Capital Management
California
$11.6M +$1.53M +30,380 +15%
CCG
112
Catalina Capital Group
California
$11.4M +$432K +8,598 +4%
MFG
113
Merit Financial Group
Georgia
$11.2M +$252K +5,004 +2%
AAS
114
Avantax Advisory Services
Texas
$11.1M -$1.22M -24,234 -10%
CFP
115
Curran Financial Partners
South Carolina
$10.8M +$2.28M +45,288 +27%
WWM
116
WT Wealth Management
Arizona
$10.8M +$584K +11,609 +6%
CSPIA
117
Cary Street Partners Investment Advisory
Virginia
$10.7M -$431K -8,572 -4%
SOS
118
Silver Oak Securities
Tennessee
$10.6M -$413K -8,222 -4%
TA
119
Tactive Advisors
Florida
$10.5M +$7.5M +149,111 +249%
CF
120
Centaurus Financial
California
$10.3M +$991K +19,702 +11%
IA
121
IFG Advisory
Georgia
$9.92M +$173K +3,433 +2%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$9.63M +$396K +7,868 +4%
ACC
123
Acorn Creek Capital
Colorado
$9.58M -$587K -11,670 -6%
EFH
124
Eaton Financial Holdings
Florida
$9.57M +$83.4K +1,659 +0.9%
CI
125
Cambiar Investors
Colorado
$9.56M +$5.53M +110,000 +138%