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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 %
CAP
176
Columbia Advisory Partners
Washington
$604K -$15.3K -305 -2%
AA
177
Alesco Advisors
New York
$604K +$604K +11,995 New
CWA
178
Clearview Wealth Advisors
Oregon
$603K -$228K -4,525 -27%
TW
179
TrinityPoint Wealth
Connecticut
$589K +$151 +3 +0%
VCP
180
Verus Capital Partners
Arizona
$559K +$559K +7,187 New
T
181
TCWP
Ohio
$543K -$1.45M -28,779 -73%
JWCA
182
J.W. Cole Advisors
Florida
$539K – – –
VC
183
Vicus Capital
Pennsylvania
$522K -$404K -8,016 -44%
CCG
184
Cypress Capital Group
Florida
$518K -$121K -2,400 -19%
IHL
185
Investment House LLC
California
$517K +$517K +10,280 New
NA
186
Nottingham Advisors
New York
$508K +$508K +10,100 New
CRWM
187
Castle Rock Wealth Management
California
$503K – – –
Vontobel Holding
188
Vontobel Holding
Switzerland
$501K +$501K +9,960 New
IA
189
Insight Advisors
Pennsylvania
$500K -$17.5K -348 -3%
ACM
190
Advisors Capital Management
New Jersey
$468K +$151 +3 +0%
BIA
191
Barry Investment Advisors
Massachusetts
$456K -$150K -2,981 -25%
VWA
192
VERITY Wealth Advisors
United States
$450K +$252 +5 +0.1%
FT
193
Fiduciary Trust
Massachusetts
$447K -$5.58K -111 -1%
IAN
194
Integrated Advisors Network
Texas
$436K +$202K +4,014 +86%
WWM
195
Wolff Wiese Magana
California
$435K – – –
SW
196
SVB Wealth
Massachusetts
$416K +$97.9K +1,948 +31%
MAG
197
Mayfair Advisory Group
Alabama
$412K +$412K +8,197 New
WWM
198
Western Wealth Management
Colorado
$403K +$403K +8,006 New
HCA
199
Heck Capital Advisors
Wisconsin
$400K +$400K +7,941 New
VBFP
200
Valtinson Bruner Financial Planning
Minnesota
$399K +$399K +7,929 New
6 7
8
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