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WisdomTree Floating Rate Treasury Fund

507 hedge funds and large institutions have $11.3B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 200 increasing their positions, 199 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+22
Holders Change %
+4.54%
% of All Funds
7.37%
Holding in Top 10
74
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.63%
% of All Funds
1.08%
New
64
Increased
200
Reduced
199
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
126
IFG Advisory
Georgia
$9.87M -$60K -1,192 -0.6%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$9.85M +$220K +4,377 +2%
CIA
128
Concurrent Investment Advisors
Florida
$9.59M +$262K +5,206 +3%
CI
129
Cambiar Investors
Colorado
$9.56M
SOS
130
Silver Oak Securities
Tennessee
$9.53M -$1.12M -22,275 -11%
Natixis Advisors
131
Natixis Advisors
Massachusetts
$9.43M +$101K +2,016 +1%
HP
132
Holistic Planning
Texas
$9.37M
BIP
133
Blue Investment Partners
California
$8.89M +$4.52M +89,830 +103%
HIP
134
HUB Investment Partners
Texas
$8.85M -$566K -11,243 -6%
FWM
135
Fortress Wealth Management
California
$8.82M -$207K -4,115 -2%
LFS
136
Leibman Financial Services
Nebraska
$8.7M -$398K -7,903 -4%
CM
137
Capital Management
Virginia
$8.62M -$63K -1,252 -0.7%
AGA
138
Arkos Global Advisors
Texas
$8.61M -$508K -10,094 -6%
Millennium Management
139
Millennium Management
New York
$8.34M -$17.4M -345,232 -68%
HCM
140
Howard Capital Management
Georgia
$8.32M -$302K -6,002 -4%
MPW
141
Melone Private Wealth
Michigan
$8.09M +$1.21M +24,139 +18%
MIA
142
Milestone Investment Advisors
Wisconsin
$7.9M -$1.18M -23,419 -13%
FGA
143
Fortis Group Advisors
New Jersey
$7.87M +$94K +1,869 +1%
CSPAM
144
Cary Street Partners Asset Management
Virginia
$7.84M +$2.37M +47,146 +43%
WWM
145
WT Wealth Management
Arizona
$7.74M -$3.02M -59,944 -28%
AWM
146
Activest Wealth Management
Florida
$7.7M +$3.62M +71,884 +88%
KWM
147
Keebeck Wealth Management
Illinois
$7.68M +$884K +17,565 +13%
BFG
148
Beacon Financial Group
Texas
$7.65M -$1.14M -22,686 -13%
RA
149
RFG Advisory
Alabama
$7.34M +$207K +4,109 +3%
GWSA
150
Global Wealth Strategies & Associates
Colorado
$7.15M +$297K +5,909 +4%