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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

389 hedge funds and large institutions have $11.1B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 174 increasing their positions, 126 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+41
Holders Change %
+11.78%
% of All Funds
6.23%
Holding in Top 10
74
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.13%
% of All Funds
1.18%
New
76
Increased
174
Reduced
126
Closed
29
Calls
$276K
Puts
–
Net Calls
+$276K
Net Calls Change
+$276K

Top Buyers

1
FCH
Freestone Capital Holdings
Washington
$452M
2
Morgan Stanley
Morgan Stanley
New York
$1.09B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$266M
4
Bank of America
Bank of America
North Carolina
$1.65B
5
MWM
Mission Wealth Management
California
$91.4M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
$212M
2
WA
Win Advisors
Florida
$750K
3
AWM
Aprio Wealth Management
Georgia
$2.42M
4
TC
TownSquare Capital
Utah
$42.6M
5
SEIA
Signature Estate & Investment Advisors
California
$74.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
176
Arete Wealth Advisors
Illinois
$3.21M +$3.21M +63,901 New
EIA
177
Eldridge Investment Advisors
New Hampshire
$3.21M -$138K -2,738 -4%
DWMG
178
DB Wealth Management Group
California
$3.2M -$29.5K -587 -0.9%
CW
179
CreativeOne Wealth
Kansas
$3.16M -$361K -7,187 -10%
NA
180
Nottingham Advisors
New York
$3.02M +$2.59M +51,613 +617%
MWAM
181
Manhattan West Asset Management
California
$3.01M -$211K -4,194 -7%
IWP
182
IAG Wealth Partners
Wisconsin
$2.83M +$2.79M +55,592 +7,019%
IAN
183
Integrated Advisors Network
Texas
$2.72M -$454K -9,037 -14%
GSEP
184
Golden State Equity Partners
California
$2.71M +$2.71M +53,955 New
AWAU
185
Alliance Wealth Advisors (Utah)
Utah
$2.66M -$3.29M -65,536 -55%
FZCM
186
Flynn Zito Capital Management
New York
$2.56M +$1.8M +35,759 +237%
EWA
187
EP Wealth Advisors
California
$2.55M +$2.28M +63,208 +851%
MCC
188
Money Concepts Capital
Florida
$2.53M -$31.2M -671,914 -92%
ASN
189
Advisory Services Network
Georgia
$2.48M +$851K +16,929 +52%
MA
190
MBA Advisors
Pennsylvania
$2.45M +$256K +5,088 +12%
CWA
191
Centennial Wealth Advisory
Michigan
$2.43M -$42.3K -842 -2%
AWM
192
Aprio Wealth Management
Georgia
$2.42M -$48.9M -973,736 -95%
AA
193
Addison Advisors
Vermont
$2.41M -$285K -5,674 -11%
NL
194
NWAM LLC
Washington
$2.39M +$2.39M +47,531 New
BRWA
195
B. Riley Wealth Advisors
Florida
$2.38M -$82.6K -1,644 -3%
CWP
196
Core Wealth Partners
California
$2.37M -$154K -3,057 -6%
HW
197
Hedeker Wealth
Illinois
$2.35M -$503K -10,002 -18%
IA
198
IFG Advisory
Georgia
$2.35M +$523K +10,413 +29%
BWP
199
Bernardo Wealth Planning
Pennsylvania
$2.31M +$124K +2,462 +6%
VBFG
200
Vishria Bird Financial Group
Tennessee
$2.24M -$11K -218 -0.5%
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