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WisdomTree Floating Rate Treasury Fund

439 hedge funds and large institutions have $12.2B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 183 increasing their positions, 168 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+50
Holders Change %
+12.85%
% of All Funds
6.92%
Holding in Top 10
78
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.41%
% of All Funds
1.23%
New
70
Increased
183
Reduced
168
Closed
18
Calls
$297K
Puts
Net Calls
+$297K
Net Calls Change
+$21K
Name Holding Trade Value Shares
Change
Shares
Change %
TCA
151
Transcend Capital Advisors
New Jersey
$5.64M -$50.8K -1,009 -0.9%
PAWA
152
Palo Alto Wealth Advisors
California
$5.43M +$797K +15,830 +17%
LWANC
153
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.4M +$397K +7,884 +8%
FFS
154
Founders Financial Securities
Maryland
$5.29M -$872K -17,323 -14%
KLC
155
Knowledge Leaders Capital
Colorado
$5.19M -$4.93K -98 -0.1%
WMR
156
Wealth Management Resources
Rhode Island
$5.11M -$9.99M -198,438 -66%
NL
157
NVWM LLC
Pennsylvania
$5.1M -$1.7M -33,736 -25%
CRWM
158
Castle Rock Wealth Management
California
$5.02M -$331K -6,568 -6%
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$5.01M -$1.36M -26,970 -21%
EIA
160
Eldridge Investment Advisors
New Hampshire
$4.87M +$1.65M +32,832 +51%
CM
161
Capital Management
Virginia
$4.85M +$1.15M +22,759 +31%
PA
162
PFG Advisors
Arizona
$4.83M -$511K -10,158 -10%
SAM
163
Secure Asset Management
Michigan
$4.83M +$1.13M +22,418 +30%
FFBTD
164
First Financial Bank - Trust Division
Ohio
$4.7M +$111K +2,202 +2%
CSPIA
165
Cary Street Partners Investment Advisory
Virginia
$4.63M -$646K -12,846 -12%
EWA
166
Etesian Wealth Advisors
Oregon
$4.56M -$3.74M -74,254 -45%
WP
167
Westmount Partners
California
$4.37M -$808K -16,066 -16%
SG
168
Sharper & Granite
California
$4.37M +$944K +18,750 +28%
Brown Advisory
169
Brown Advisory
Maryland
$4.12M +$873K +17,349 +27%
WCAMG
170
Woodard & Company Asset Management Group
North Carolina
$4.02M +$301K +5,983 +8%
FF
171
Friedenthal Financial
New Jersey
$3.94M +$218K +4,338 +6%
DADC
172
D.A. Davidson & Co
Montana
$3.89M +$234K +4,652 +6%
FA
173
FDx Advisors
Illinois
$3.89M -$1.57M -31,194 -29%
WAG
174
Wallace Advisory Group
California
$3.82M
SFP
175
Sweet Financial Partners
Minnesota
$3.66M +$40.9K +813 +1%