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WisdomTree Floating Rate Treasury Fund

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.

New
Increased
Maintained
Reduced
Closed

60,784% more capital invested

Capital invested by funds: $3.52M → $2.14B (+$2.14B)

7,300% more funds holding

Funds holding: 2148 (+146)

74.69% more ownership

Funds ownership: 0.05%74.73% (+75%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
148
Holders Change
+146
Holders Change %
+7,300%
% of All Funds
2.33%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
126
Capital Advisors Ltd
Ohio
$175K +$175K +3,475 New
LAS
127
Lloyd Advisory Services
Georgia
$168K +$168K +3,342 New
LWP
128
Lumature Wealth Partners
Georgia
$126K +$126K +2,513 New
SPIA
129
Steward Partners Investment Advisory
New York
$101K +$101K +2,000 New
PFGIA
130
Patriot Financial Group Insurance Agency
Massachusetts
$58K +$57.9K +1,153 New
National Bank of Canada
131
National Bank of Canada
Quebec, Canada
$47K +$46.6K +928 New
CG
132
Cutler Group
California
$37K +$37.7K +750 New
AF
133
Allworth Financial
California
$32K +$32.4K +644 New
IFAM
134
Institutional & Family Asset Management
Colorado
$31K +$30.9K +614 New
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$28K +$28K +557 New
IA
136
IFP Advisors
Florida
$28K +$29.9K +595 New
APA
137
American Portfolios Advisors
New York
$27.9K +$27.8K +554 New
DWP
138
Destiny Wealth Partners
Florida
$23K +$22.9K +455 New
GEA
139
Glen Eagle Advisors
New Jersey
$16.4K +$16.4K +326 New
Simplex Trading
140
Simplex Trading
Illinois
$15K +$15.1K +300 New
BA
141
Bivin & Associates
Oklahoma
$13K +$12.6K +250 New
HF
142
Halpern Financial
Virginia
$6.69K -$50 -1 -0.7%
TAM
143
Tucker Asset Management
Colorado
$6.39K +$6.38K +127 New
S
144
SignatureFD
Georgia
$6K +$5.53K +110 New
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$6K +$6.43K +128 New
GWM
146
Geneos Wealth Management
Colorado
$2K +$2.41K +48 New
MA
147
MCF Advisors
Kentucky
$1K +$955 +19 New
Fidelity Investments
148
Fidelity Investments
Massachusetts
$1K +$1K +20 New