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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

148 hedge funds and large institutions have $2.14B invested in WisdomTree Floating Rate Treasury Fund in 2022 Q1 according to their latest regulatory filings, with 147 funds opening new positions, increasing their positions, 1 reducing their positions, and 0 closing their positions.

Holders
148
Holders Change
+146
Holders Change %
+7,300%
% of All Funds
2.34%
Holding in Top 10
16
Holding in Top 10 Change
+16
Holding in Top 10 Change %
%
% of All Funds
0.25%
New
147
Increased
–
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$600M
2
RBA
2
Richard Bernstein Advisors
New York
$326M
3
Morgan Stanley
3
Morgan Stanley
New York
$131M
4
Ameriprise
4
Ameriprise
Minnesota
$124M
5
3AM
5
3EDGE Asset Management
Florida
$117M

Top Sellers

1
HF
1
Halpern Financial
Virginia
$6.69K
Name Market Value Shares Shares
Change 		Shares
Change %
CAL
126
Capital Advisors Ltd
Ohio
$175K 3,475 +3,475 New
LAS
127
Lloyd Advisory Services
Georgia
$168K 3,342 +3,342 New
LWP
128
Lumature Wealth Partners
Georgia
$126K 2,513 +2,513 New
SPIA
129
Steward Partners Investment Advisory
New York
$101K 2,000 +2,000 New
PFGIA
130
Patriot Financial Group Insurance Agency
Massachusetts
$58K 1,153 +1,153 New
National Bank of Canada
131
National Bank of Canada
Quebec, Canada
$47K 928 +928 New
CG
132
Cutler Group
California
$37K 750 +750 New
AF
133
Allworth Financial
California
$32K 644 +644 New
IFAM
134
Institutional & Family Asset Management
Colorado
$31K 614 +614 New
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$28K 557 +557 New
IA
136
IFP Advisors
Florida
$28K 595 +595 New
APA
137
American Portfolios Advisors
New York
$27.9K 554 +554 New
DWP
138
Destiny Wealth Partners
Florida
$23K 455 +455 New
GEA
139
Glen Eagle Advisors
New Jersey
$16.4K 326 +326 New
Simplex Trading
140
Simplex Trading
Illinois
$15K 300 +300 New
BA
141
Bivin & Associates
Oklahoma
$13K 250 +250 New
HF
142
Halpern Financial
Virginia
$6.69K 133 -134 -50%
TAM
143
Tucker Asset Management
Colorado
$6.39K 127 +127 New
S
144
SignatureFD
Georgia
$6K 110 +110 New
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$6K 128 +128 New
GWM
146
Geneos Wealth Management
Colorado
$2K 48 +48 New
MA
147
MCF Advisors
Kentucky
$1K 19 +19 New
Fidelity Investments
148
Fidelity Investments
Massachusetts
$1K 20 +20 New
AWM
149
AllSquare Wealth Management
New York
– – – –
CFGS
150
Concourse Financial Group Securities
Alabama
– – – –
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