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WisdomTree Floating Rate Treasury Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
PFO
176
Pathstone Family Office
New Jersey
$1.18M +$550K +10,937 +87%
TCM
177
TD Capital Management
Tennessee
$1.16M +$1.16M +23,056 New
CP
178
Castleview Partners
Texas
$1.16M +$1.13M +22,526 +5,143%
RA
179
RFG Advisory
Alabama
$1.04M +$20K +397 +2%
CRWM
180
Castle Rock Wealth Management
California
$1.01M +$504K +10,000 +100%
EWM
181
EPG Wealth Management
Georgia
$940K +$452 +9 +0%
BWM
182
Benchmark Wealth Management
Connecticut
$916K -$29.6K -588 -3%
WMS
183
Wealth Management Solutions
Pennsylvania
$910K -$141K -2,799 -13%
LWAC
184
Laurel Wealth Advisors (California)
California
$876K -$492K -9,774 -36%
Creative Planning
185
Creative Planning
Kansas
$873K +$218K +4,328 +33%
LCAM
186
London & Capital Asset Management
United Kingdom
$872K +$872K +17,339 New
VAS
187
Vestmark Advisory Solutions
Massachusetts
$831K -$969K -19,287 -54%
GL
188
Graypoint LLC
New York
$794K +$794K +15,801 New
BAM
189
Belpointe Asset Management
Nevada
$777K -$1.57M -31,214 -67%
AWM
190
Accurate Wealth Management
Florida
$771K +$771K +14,098 New
KCM
191
Karp Capital Management
California
$759K +$759K +15,095 New
PP
192
Patron Partners
Texas
$753K -$890K -17,710 -54%
AO
193
Advisor OS
Illinois
$752K +$144K +2,855 +24%
FZCM
194
Flynn Zito Capital Management
New York
$746K +$746K +14,840 New
VIM
195
Vista Investment Management
Pennsylvania
$734K -$5.83K -116 -0.8%
AWS
196
Atria Wealth Solutions
New York
$715K -$43.7K -870 -6%
Citadel Advisors
197
Citadel Advisors
Florida
$707K -$21M -418,365 -97%
CSPAM
198
Cary Street Partners Asset Management
Virginia
$694K +$13.8K +274 +2%
GLA
199
Good Life Advisors
Pennsylvania
$632K +$632K +12,566 New
VC
200
Vicus Capital
Pennsylvania
$627K +$105K +2,096 +20%