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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

559 hedge funds and large institutions have $10.5B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 221 increasing their positions, 195 reducing their positions, and 37 closing their positions.

Holders
559
Holders Change
+52
Holders Change %
+10.26%
% of All Funds
7.44%
Holding in Top 10
87
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+27.94%
% of All Funds
1.16%
New
100
Increased
221
Reduced
195
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
STA
1
Summit Trail Advisors
New York
$1.1B
2
HHGA
2
Halbert Hargrove Global Advisors
California
$95.9M
3
Lido Advisors
3
Lido Advisors
California
$75.9M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$50M
5
MTC
5
Matrix Trust Company
Colorado
$35.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$503M
2
AAS
2
Annex Advisory Services
Wisconsin
$1.01M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$0
4
Ameriprise
4
Ameriprise
Minnesota
$190M
5
C
5
Certuity
Florida
$454K
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
101
Moulton Wealth Management
Washington
$14.5M 288,932 -99,688 -26%
SF
102
Summit Financial
New Jersey
$14M 277,540 +231,917 +508%
MCM
103
MAI Capital Management
Ohio
$13.9M 275,665 +275,665 New
AHC
104
Anderson Hoagland & Co
Missouri
$13.7M 271,950 +38,228 +16%
TCM
105
TD Capital Management
Tennessee
$13.7M 272,204 -17,446 -6%
GWM
106
GSB Wealth Management
Connecticut
$13.5M 268,163 -17,918 -6%
TA
107
Tectonic Advisors
Texas
$13.4M 265,713 +29,404 +12%
NPI
108
New Perspectives Inc
Mississippi
$13.2M 262,850 +1,598 +0.6%
ES
109
Eagle Strategies
New York
$13.1M 260,014 +19,585 +8%
SA
110
Sanctuary Advisors
Indiana
$13M 257,599 +20,055 +8%
KWM
111
Keebeck Wealth Management
Illinois
$12.9M 255,798 +153,018 +149%
BF
112
Bonfire Financial
Colorado
$12.9M 255,447 +255,447 New
LFS
113
Leibman Financial Services
Nebraska
$12.6M 251,115 +58,160 +30%
SOS
114
Silver Oak Securities
Tennessee
$12.5M 248,948 +4,081 +2%
BIP
115
Blue Investment Partners
California
$12.5M 248,761 +26,793 +12%
MFG
116
Merit Financial Group
Georgia
$12.5M 248,759 +34,756 +16%
TCWM
117
Total Clarity Wealth Management
Illinois
$12.3M 245,009 -23,508 -9%
Millennium Management
118
Millennium Management
New York
$12.1M 240,761 +12,191 +5%
SG
119
Sharper & Granite
California
$12.1M 239,600 +1,140 +0.5%
HC
120
Headland Capital
South Carolina
$11.9M 237,249 +237,249 New
EH
121
Equitable Holdings
New York
$11.5M 228,840 +4,111 +2%
SL
122
SFM LLC
New Hampshire
$10.9M 215,691 -21,795 -9%
FHA
123
Flagship Harbor Advisors
Massachusetts
$10.7M 212,031 -36,138 -15%
ACC
124
Acorn Creek Capital
Colorado
$10.5M 208,700 +1,632 +0.8%
HCM
125
Howard Capital Management
Georgia
$10.1M 1,950,524 +27,535 +1%
3 4
5
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