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WisdomTree Floating Rate Treasury Fund

485 hedge funds and large institutions have $11.4B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 184 increasing their positions, 220 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
-22
Holders Change %
-4.34%
% of All Funds
7.03%
Holding in Top 10
76
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.52%
% of All Funds
1.1%
New
48
Increased
184
Reduced
220
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Toronto Dominion Bank
126
Toronto Dominion Bank
Ontario, Canada
$9.42M -$6.94M -138,000 -42%
HIP
127
HUB Investment Partners
Texas
$9.41M +$243K +4,837 +3%
HP
128
Holistic Planning
Texas
$9.37M +$1.06M +21,139 +13%
Natixis Advisors
129
Natixis Advisors
Massachusetts
$9.32M +$633K +12,577 +7%
CIA
130
Concurrent Investment Advisors
Florida
$9.32M +$208K +4,132 +2%
FHA
131
Flagship Harbor Advisors
Massachusetts
$9.19M -$26.6M -528,394 -74%
AGA
132
Arkos Global Advisors
Texas
$9.12M +$721K +14,337 +9%
LFS
133
Leibman Financial Services
Nebraska
$9.09M +$1.87M +37,214 +26%
MIA
134
Milestone Investment Advisors
Wisconsin
$9.07M -$1.37M -27,160 -13%
QC
135
Quadrature Capital
United Kingdom
$9.04M +$9.04M +179,816 New
FWM
136
Fortress Wealth Management
California
$9.02M +$981K +19,499 +12%
QCM
137
Quantinno Capital Management
New York
$9M -$1.2M -23,769 -12%
AFP
138
Ausdal Financial Partners
Iowa
$8.96M +$6.73M +133,769 +302%
PAWA
139
Palo Alto Wealth Advisors
California
$8.81M -$1.35M -26,829 -13%
BFG
140
Beacon Financial Group
Texas
$8.78M -$333K -6,627 -4%
YWM
141
Yoder Wealth Management
California
$8.7M +$256K +5,097 +3%
CM
142
Capital Management
Virginia
$8.68M +$903K +17,954 +12%
HCM
143
Howard Capital Management
Georgia
$8.62M -$1.13M -22,494 -12%
ACM
144
Andina Capital Management
Utah
$8.12M -$4.88M -97,114 -38%
FFO
145
Fortitude Family Office
Arizona
$8.07M +$2.32M +46,168 +40%
LMKC
146
L.M. Kohn & Company
Ohio
$7.84M -$1.03M -20,388 -12%
FGA
147
Fortis Group Advisors
New Jersey
$7.77M -$1.13M -22,494 -13%
PIWA
148
Prevail Innovative Wealth Advisors
Kansas
$7.67M -$2.27M -45,086 -23%
RA
149
RFG Advisory
Alabama
$7.13M +$4.4M +87,403 +161%
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$7.1M -$4.71M -93,634 -40%