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WisdomTree Floating Rate Treasury Fund

507 hedge funds and large institutions have $11.3B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 200 increasing their positions, 199 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+22
Holders Change %
+4.54%
% of All Funds
7.37%
Holding in Top 10
74
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.63%
% of All Funds
1.08%
New
64
Increased
200
Reduced
199
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
151
D.A. Davidson & Co
Montana
$7.03M +$2.72M +54,027 +63%
PIWA
152
Prevail Innovative Wealth Advisors
Kansas
$7.02M -$648K -12,875 -8%
AIP
153
Almanack Investment Partners
Pennsylvania
$7M +$3.62M +72,024 +107%
YWM
154
Yoder Wealth Management
California
$6.96M -$1.75M -34,830 -20%
BS
155
Banco Santander
Spain
$6.73M -$6.18M -122,765 -48%
LWANC
156
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.71M -$110K -2,194 -2%
ACA
157
Aptus Capital Advisors
Alabama
$6.63M +$6.51M +129,368 +5,505%
PAWA
158
Palo Alto Wealth Advisors
California
$6.53M -$2.28M -45,353 -26%
SFM
159
Signet Financial Management
New Jersey
$6.53M +$6.53M +129,736 New
Cerity Partners
160
Cerity Partners
New York
$6.48M -$65.7K -1,305 -1%
Mercer Global Advisors
161
Mercer Global Advisors
Colorado
$6.48M -$624K -12,409 -9%
Citadel Advisors
162
Citadel Advisors
Florida
$6.34M -$93.2M -1,851,584 -94%
AG
163
AlTi Global
New York
$6.21M -$854K -16,965 -12%
CWM
164
Collaborative Wealth Management
Florida
$5.96M +$3.23M +64,178 +118%
SA
165
Sanctuary Advisors
Indiana
$5.96M +$5.96M +118,377 New
FFN
166
Focus Financial Network
Minnesota
$5.73M -$374K -7,419 -6%
EI
167
Ellevest Inc
New York
$5.61M
PCA
168
Pallas Capital Advisors
Massachusetts
$5.61M -$1.36M -27,058 -20%
NL
169
NVWM LLC
Pennsylvania
$5.6M +$345K +6,857 +7%
PPW
170
Pasadena Private Wealth
California
$5.5M -$1.11M -22,032 -17%
LMKC
171
L.M. Kohn & Company
Ohio
$5.48M -$2.36M -46,932 -30%
APS
172
American Planning Services
Florida
$5.45M -$981K -19,497 -15%
CW
173
CreativeOne Wealth
Kansas
$5.2M +$535K +10,633 +11%
TWM
174
TMD Wealth Management
Arizona
$5.12M -$1.43M -28,402 -22%
OC
175
Oppenheimer & Co
New York
$5.02M +$209K +4,146 +4%