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WisdomTree Floating Rate Treasury Fund

559 hedge funds and large institutions have $10.5B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 221 increasing their positions, 195 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+52
Holders Change %
+10.26%
% of All Funds
7.44%
Holding in Top 10
87
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+27.94%
% of All Funds
1.16%
New
100
Increased
221
Reduced
195
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
126
Axxcess Wealth Management
California
$9.98M -$1.15M -22,834 -10%
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$9.82M -$446K -8,859 -4%
AWS
128
Atria Wealth Solutions
New York
$9.67M -$992K -19,715 -9%
CM
129
Capital Management
Virginia
$9.59M +$45.4K +902 +0.5%
SWMG
130
Sanchez Wealth Management Group
Florida
$9.56M -$1.71M -33,990 -15%
PCA
131
Pallas Capital Advisors
Massachusetts
$9.39M +$3.38M +67,160 +56%
AIP
132
Almanack Investment Partners
Pennsylvania
$9.35M +$847K +16,840 +10%
GWM
133
Geneos Wealth Management
Colorado
$9.35M -$3.67M -72,897 -28%
Jane Street
134
Jane Street
New York
$9.19M +$1.76M +34,984 +24%
Jones Financial Companies
135
Jones Financial Companies
Missouri
$9.19M +$2.56M +50,972 +39%
RA
136
RFG Advisory
Alabama
$9.1M +$1.64M +32,682 +22%
PGWM
137
Parisi Gray Wealth Management
New Jersey
$9.03M +$1.36M +27,124 +18%
NG
138
Novem Group
New York
$8.86M +$8.86M +176,126 New
IWC
139
Integrated Wealth Concepts
Massachusetts
$8.76M -$3.9M -77,550 -31%
SFM
140
Signet Financial Management
New Jersey
$8.65M +$653K +12,972 +8%
CCG
141
Catalina Capital Group
California
$8.65M +$26.2K +521 +0.3%
KWM
142
Kingsview Wealth Management
Oregon
$8.58M -$33.7K -670 -0.4%
CI
143
Cambiar Investors
Colorado
$8.55M -$1.01M -20,000 -11%
MML Investors Services
144
MML Investors Services
Massachusetts
$8.43M +$1.16M +22,976 +16%
Cerity Partners
145
Cerity Partners
New York
$8.39M +$802K +15,945 +11%
EWM
146
Elmwood Wealth Management
California
$8.22M +$4.67M +92,881 +132%
PAWA
147
Palo Alto Wealth Advisors
California
$8M +$767K +15,249 +11%
HIP
148
HUB Investment Partners
Texas
$7.95M -$1.1M -21,847 -12%
MWML
149
M Wealth Management LLC
California
$7.91M +$7.91M +157,172 New
FIS
150
Fischer Investment Strategies
California
$7.72M +$7.72M +153,414 New