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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

348 hedge funds and large institutions have $9.81B invested in WisdomTree Floating Rate Treasury Fund in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 154 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+63
Holders Change %
+22.11%
% of All Funds
5.61%
Holding in Top 10
78
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+36.84%
% of All Funds
1.26%
New
101
Increased
154
Reduced
80
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.55B
2
STA
Summit Trail Advisors
New York
$998M
3
Morgan Stanley
Morgan Stanley
New York
$949M
4
RBA
Richard Bernstein Advisors
New York
$391M
5
FCH
Freestone Capital Holdings
Washington
$127M

Top Sellers

1
VWM
Venturi Wealth Management
Texas
$20M
2
C
Certuity
Florida
$53.5M
3
Truist Financial
Truist Financial
North Carolina
$2.28M
4
JWM
Jackson Wealth Management
Florida
$0
5
TJHA
Thomas J. Herzfeld Advisors
Florida
$7.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
176
B. Riley Wealth Advisors
Florida
$2.46M +$1.06M +21,036 +75%
FW
177
FirstPurpose Wealth
Utah
$2.41M +$58.8K +1,170 +2%
EH
178
Equitable Holdings
New York
$2.33M +$1.77M +35,177 +315%
SPC
179
Sigma Planning Corp
Michigan
$2.31M -$30.4K -605 -1%
Truist Financial
180
Truist Financial
North Carolina
$2.28M -$40.9M -814,547 -95%
VBFG
181
Vishria Bird Financial Group
Tennessee
$2.25M -$73.3K -1,459 -3%
MA
182
MBA Advisors
Pennsylvania
$2.2M +$155K +3,083 +8%
BWP
183
Bernardo Wealth Planning
Pennsylvania
$2.19M +$2.19M +43,506 New
SW
184
SVB Wealth
Massachusetts
$2.06M +$2.06M +41,071 New
MMM
185
Mendel Money Management
Illinois
$2.01M +$1.4M +27,795 +230%
EWA
186
Etesian Wealth Advisors
Oregon
$1.99M +$1.99M +39,625 New
CA
187
Calton & Associates
Florida
$1.87M +$1.87M +37,182 New
PA
188
PFG Advisors
Arizona
$1.86M +$1.5M +29,809 +413%
AC
189
Apella Capital
Connecticut
$1.82M -$30.3K -602 -2%
IA
190
IFG Advisory
Georgia
$1.82M +$382K +7,598 +27%
BW
191
Bison Wealth
Georgia
$1.73M +$1.73M +34,493 New
CAL
192
Capital Advisors Ltd
Ohio
$1.66M +$118K +2,340 +8%
LBC
193
Lawrence B. Cohen
$1.65M +$1.65M +32,779 New
ASN
194
Advisory Services Network
Georgia
$1.63M +$1.63M +32,335 New
PP
195
Patron Partners
Texas
$1.58M +$827K +16,452 +110%
FT
196
Fiduciary Trust
Massachusetts
$1.57M +$1.13M +22,438 +252%
WCM
197
Wealthcare Capital Management
Virginia
$1.56M +$1.56M +30,963 New
B
198
Bridgeworth
Alabama
$1.56M – – –
AI
199
Atria Investments
North Carolina
$1.52M +$1.52M +30,281 New
AWM
200
Axxcess Wealth Management
California
$1.51M -$300K -5,960 -17%
6 7
8
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