USFR icon

WisdomTree Floating Rate Treasury Fund

485 hedge funds and large institutions have $11.4B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 184 increasing their positions, 220 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
-22
Holders Change %
-4.34%
% of All Funds
7.03%
Holding in Top 10
76
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.52%
% of All Funds
1.1%
New
48
Increased
184
Reduced
220
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AG
151
AlTi Global
New York
$7.06M +$2.63M +52,374 +59%
MWAM
152
Manhattan West Asset Management
California
$7.06M -$2.86M -56,939 -29%
PCA
153
Pallas Capital Advisors
Massachusetts
$6.95M -$2.04M -40,600 -23%
MPW
154
Melone Private Wealth
Michigan
$6.87M +$1.7M +33,712 +33%
GWSA
155
Global Wealth Strategies & Associates
Colorado
$6.85M +$864K +17,178 +14%
LWANC
156
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.82M -$78.7K -1,565 -1%
KWM
157
Keebeck Wealth Management
Illinois
$6.79M +$1.06M +21,104 +19%
PPW
158
Pasadena Private Wealth
California
$6.6M -$395K -7,849 -6%
TWM
159
TMD Wealth Management
Arizona
$6.55M -$437K -8,696 -6%
Cerity Partners
160
Cerity Partners
New York
$6.54M -$158K -3,134 -2%
APS
161
American Planning Services
Florida
$6.43M -$310K -6,158 -5%
FFN
162
Focus Financial Network
Minnesota
$6.11M -$302K -5,981 -5%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$6.1M -$131K -2,610 -2%
EI
164
Ellevest Inc
New York
$5.61M
CSPAM
165
Cary Street Partners Asset Management
Virginia
$5.47M -$929K -18,467 -15%
SIA
166
SkyView Investment Advisors
New Jersey
$5.27M -$6.31M -125,401 -54%
NL
167
NVWM LLC
Pennsylvania
$5.25M -$83.9K -1,669 -2%
NA
168
NewEdge Advisors
Louisiana
$5.19M -$3.01M -59,915 -37%
TSS
169
Two Sigma Securities
New York
$5.16M +$3.56M +70,757 +223%
OC
170
Oppenheimer & Co
New York
$4.81M +$30.3K +603 +0.6%
GWANC
171
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.73M +$113K +2,239 +2%
CRWM
172
Castle Rock Wealth Management
California
$4.68M +$2.18M +43,247 +87%
CW
173
CreativeOne Wealth
Kansas
$4.66M -$8.76M -174,110 -65%
MC
174
Middleton & Co
Massachusetts
$4.52M -$885K -17,600 -16%
Comerica Bank
175
Comerica Bank
Texas
$4.5M -$1.57M -31,170 -26%