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

Top Sellers

1
HWM
1
Heirloom Wealth Management
Colorado
$831K
2
JWM
2
Jackson Wealth Management
Florida
$12M
3
WA
3
Win Advisors
Florida
$30K
4
BOPW
4
Brandywine Oak Private Wealth
Pennsylvania
$25.4M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPA
151
Sentinel Pension Advisors
Massachusetts
$1.15M +$1.15M +22,864 New
LWANC
152
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.14M +$529K +10,525 +86%
CA
153
Cetera Advisors
Colorado
$1.13M +$364K +7,228 +47%
AI
154
Atria Investments
North Carolina
$1.13M +$1.13M +22,412 New
WMS
155
Wealth Management Solutions
Pennsylvania
$1.05M +$1.05M +20,903 New
RA
156
RFG Advisory
Alabama
$1.02M +$440K +8,753 +76%
SSCA
157
South Shore Capital Advisors
Massachusetts
$1.01M +$1.01M +20,000 New
LB
158
Leo Brokerage
Texas
$996K +$996K +19,785 New
CW
159
CreativeOne Wealth
Kansas
$985K +$985K +19,556 New
BWM
160
Benchmark Wealth Management
Connecticut
$946K +$946K +18,799 New
EWM
161
EPG Wealth Management
Georgia
$941K -$2.42K -48 -0.3%
TI
162
Tidal Investments
Wisconsin
$841K +$841K +16,704 New
HWM
163
Heirloom Wealth Management
Colorado
$831K -$33.2M -660,465 -98%
FFS
164
Founders Financial Securities
Maryland
$814K +$814K +16,175 New
AWS
165
Atria Wealth Solutions
New York
$759K +$44K +875 +6%
PTC
166
Private Trust Company
Ohio
$754K +$754K +14,979 New
VIM
167
Vista Investment Management
Pennsylvania
$741K +$59.8K +1,188 +9%
SOS
168
Silver Oak Securities
Tennessee
$704K +$704K +13,973 New
CSPAM
169
Cary Street Partners Asset Management
Virginia
$681K -$25K -496 -4%
SC
170
Savant Capital
Illinois
$672K -$20.9K -415 -3%
SKK
171
Shepherd Kaplan Krochuk
Massachusetts
$669K +$669K +13,294 New
Creative Planning
172
Creative Planning
Kansas
$656K +$6.85K +136 +1%
PFO
173
Pathstone Family Office
New Jersey
$635K +$635K +12,607 New
MFG
174
Magnus Financial Group
New York
$624K +$624K +12,404 New
AO
175
Advisor OS
Illinois
$609K +$609K +12,096 New
5 6
7
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