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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

507 hedge funds and large institutions have $11.3B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 200 increasing their positions, 199 reducing their positions, and 37 closing their positions.

Holders
507
Holders Change
+22
Holders Change %
+4.54%
% of All Funds
7.38%
Holding in Top 10
74
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.63%
% of All Funds
1.08%
New
64
Increased
200
Reduced
199
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$797M
2
C
2
Certuity
Florida
$143M
3
BlackRock
3
BlackRock
New York
$44.4M
4
RJA
4
Raymond James & Associates
Florida
$136M
5
QC
5
Quadrature Capital
United Kingdom
$37.5M

Top Sellers

1
STA
1
Summit Trail Advisors
New York
$1.02B
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.34M
3
Bank of America
3
Bank of America
North Carolina
$1.14B
4
BW
4
BIP Wealth
Georgia
$261M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$182M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$14.4M 285,973 +164,692 +136%
MML Investors Services
102
MML Investors Services
Massachusetts
$14.1M 280,634 +38,754 +16%
MFG
103
Magnus Financial Group
New York
$14M 278,191 -71,365 -20%
AWS
104
Atria Wealth Solutions
New York
$14M 277,959 +27,899 +11%
Mariner
105
Mariner
Kansas
$13.9M 276,289 -26,767 -9%
CSPIA
106
Cary Street Partners Investment Advisory
Virginia
$13.4M 266,125 +53,879 +25%
AHC
107
Anderson Hoagland & Co
Missouri
$13.3M 264,103 -22,087 -8%
GWM
108
Geneos Wealth Management
Colorado
$13M 258,467 +6,646 +3%
BWM
109
BlackDiamond Wealth Management
New York
$12.7M 252,329 -17,445 -6%
CFP
110
Curran Financial Partners
South Carolina
$12.6M 250,108 +34,399 +16%
CCG
111
Catalina Capital Group
California
$12.5M 247,823 +21,694 +10%
TM
112
Titan Managers
Arizona
$12.4M 246,142 -27,512 -10%
EH
113
Equitable Holdings
New York
$12.1M 239,620 -685 -0.3%
ACC
114
Acorn Creek Capital
Colorado
$11.9M 236,611 +46,146 +24%
GWANC
115
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.6M 231,348 +137,359 +146%
CF
116
Centaurus Financial
California
$11.3M 224,991 +20,518 +10%
ES
117
Eagle Strategies
New York
$11.2M 223,398 +223,398 New
AAS
118
Avantax Advisory Services
Texas
$11M 219,009 -2,019 -0.9%
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$10.9M 217,514 -38,097 -15%
WANY
120
Wealthspire Advisors (New York)
New York
$10.9M 216,261 +199,538 +1,193%
AWM
121
Axxcess Wealth Management
California
$10.9M 215,775 -18,175 -8%
ACM
122
Andina Capital Management
Utah
$10.7M 213,476 +52,052 +32%
SG
123
Sharper & Granite
California
$10.6M 211,459 -36,043 -15%
CIAS
124
Capital Investment Advisory Services
North Carolina
$10.6M 210,126 +148,934 +243%
JWCA
125
J.W. Cole Advisors
Florida
$10.3M 205,183 -27,165 -12%
3 4
5
6 7