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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

285 hedge funds and large institutions have $7.17B invested in WisdomTree Floating Rate Treasury Fund in 2022 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 132 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+23
Holders Change %
+8.78%
% of All Funds
4.93%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
0.99%
New
61
Increased
132
Reduced
74
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
STA
1
Summit Trail Advisors
New York
$727M
2
Morgan Stanley
2
Morgan Stanley
New York
$717M
3
Ameriprise
3
Ameriprise
Minnesota
$391M
4
Bank of America
4
Bank of America
North Carolina
$983M
5
LPL Financial
5
LPL Financial
California
$306M

Top Sellers

1
RBA
1
Richard Bernstein Advisors
New York
$173M
2
3AM
2
3EDGE Asset Management
Florida
$465M
3
II
3
Inspire Investing
Idaho
$47.9M
4
PPW
4
Pasadena Private Wealth
California
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$707K
Name Holding Trade Value Shares
Change 		Shares
Change %
CHJWM
151
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.72M -$227K -4,499 -12%
GWM
152
Geneos Wealth Management
Colorado
$1.69M +$1.69M +33,587 +69,973%
HI
153
Harbour Investments
Wisconsin
$1.62M – – –
UAS
154
United Asset Strategies
New York
$1.6M -$389K -7,744 -20%
B
155
Bridgeworth
Alabama
$1.56M -$503K -10,000 -24%
CAL
156
Capital Advisors Ltd
Ohio
$1.55M +$344K +6,842 +29%
EA
157
Eudaimonia Advisors
Tennessee
$1.52M -$7.29K -145 -0.5%
CA
158
CGN Advisors
Kansas
$1.48M +$1.48M +29,472 New
MSFS
159
Main Street Financial Solutions
Pennsylvania
$1.47M -$51K -1,014 -3%
FNC
160
First National Corp
Massachusetts
$1.47M +$1.22M +24,341 +503%
CA
161
Continuum Advisory
Idaho
$1.45M -$212K -4,212 -13%
IA
162
IFG Advisory
Georgia
$1.44M +$10.9K +216 +0.8%
BPA
163
Beacon Pointe Advisors
California
$1.43M -$84.4K -1,676 -6%
HWM
164
Howard Wealth Management
Connecticut
$1.41M +$201K +4,000 +17%
BRWA
165
B. Riley Wealth Advisors
Florida
$1.4M +$1.4M +27,892 New
Bank of Nova Scotia
166
Bank of Nova Scotia
Ontario, Canada
$1.4M +$202K +4,020 +17%
OC
167
Oarsman Capital
Wisconsin
$1.39M -$559K -11,109 -29%
SFS
168
Sowell Financial Services
Arkansas
$1.39M +$1.39M +27,602 New
National Bank of Canada
169
National Bank of Canada
Quebec, Canada
$1.38M -$220K -4,390 -14%
PAG
170
Private Advisory Group
Washington
$1.37M +$1.37M +27,225 New
KPWS
171
Kestra Private Wealth Services
Texas
$1.32M -$798K -15,860 -38%
PMG
172
ProVise Management Group
Florida
$1.28M +$1.28M +25,467 New
KWM
173
Keebeck Wealth Management
Illinois
$1.25M – – –
FFS
174
Founders Financial Securities
Maryland
$1.22M +$406K +8,077 +50%
SPA
175
Sentinel Pension Advisors
Massachusetts
$1.2M +$47.8K +952 +4%
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7
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