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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

262 hedge funds and large institutions have $5.45B invested in WisdomTree Floating Rate Treasury Fund in 2022 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 94 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+114
Holders Change %
+77.03%
% of All Funds
4.43%
Holding in Top 10
48
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+200%
% of All Funds
0.81%
New
122
Increased
94
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
3EDGE Asset Management
Florida
$521M
2
STA
Summit Trail Advisors
New York
$399M
3
Morgan Stanley
Morgan Stanley
New York
$396M
4
Bank of America
Bank of America
North Carolina
$836M
5
LPL Financial
LPL Financial
California
$168M

Top Sellers

1
HWM
Heirloom Wealth Management
Colorado
$831K
2
JWM
Jackson Wealth Management
Florida
$12M
3
WA
Win Advisors
Florida
$30K
4
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$25.4M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
B
126
Bridgeworth
Alabama
$2.06M +$2.06M +40,935 New
UAS
127
United Asset Strategies
New York
$1.99M +$1.99M +39,584 New
OC
128
Oarsman Capital
Wisconsin
$1.95M +$108K +2,155 +6%
CHJWM
129
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.94M +$1.94M +38,553 New
AC
130
Apella Capital
Connecticut
$1.91M +$1.91M +37,980 New
SPC
131
Sigma Planning Corp
Michigan
$1.86M +$1.86M +37,026 New
VAS
132
Vestmark Advisory Solutions
Massachusetts
$1.8M +$386K +7,673 +27%
CA
133
Continuum Advisory
Idaho
$1.66M +$1.19M +23,610 +251%
PP
134
Patron Partners
Texas
$1.65M -$3.88K -77 -0.2%
HI
135
Harbour Investments
Wisconsin
$1.62M +$1.62M +32,168 New
National Bank of Canada
136
National Bank of Canada
Quebec, Canada
$1.6M +$1.56M +30,921 +3,332%
IWM
137
IHT Wealth Management
Illinois
$1.57M +$1.57M +31,229 New
SPIA
138
Steward Partners Investment Advisory
New York
$1.55M +$1.45M +28,806 +1,440%
EA
139
Eudaimonia Advisors
Tennessee
$1.53M -$307K -6,100 -17%
MSFS
140
Main Street Financial Solutions
Pennsylvania
$1.52M +$1.52M +30,246 New
BPA
141
Beacon Pointe Advisors
California
$1.51M – – –
KWM
142
Kingsview Wealth Management
Oregon
$1.51M – – –
IA
143
IFG Advisory
Georgia
$1.43M +$1.43M +28,450 New
LWAC
144
Laurel Wealth Advisors (California)
California
$1.37M -$110K -2,194 -7%
NA
145
NewEdge Advisors
Louisiana
$1.35M +$1.35M +26,907 New
AIP
146
Almanack Investment Partners
Pennsylvania
$1.25M +$1.25M +24,890 New
KWM
147
Keebeck Wealth Management
Illinois
$1.25M +$1.25M +24,830 New
HWM
148
Howard Wealth Management
Connecticut
$1.21M +$1.21M +24,000 New
CAL
149
Capital Advisors Ltd
Ohio
$1.2M +$1.03M +20,429 +588%
Bank of Nova Scotia
150
Bank of Nova Scotia
Ontario, Canada
$1.2M +$1.2M +23,862 New
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