WisdomTree Floating Rate Treasury Fund
USFR
USFR
474 hedge funds and large institutions have $12.4B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 224 increasing their positions, 145 reducing their positions, and 43 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
1% more capital invested
Capital invested by funds: $12.2B → $12.4B (+$163M)
4.61% less ownership
Funds ownership: 72.16% → 67.54% (-4.6%)
Holders
474
Holding in Top 10
84
Calls
$1.73M
Puts
–
Top Buyers
| 1 | +$220M | |
| 2 | +$104M | |
| 3 | +$96.7M | |
| 4 |
Cerity Partners
New York
|
+$79.9M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$62.9M |
Top Sellers
| 1 | -$409M | |
| 2 | -$230M | |
| 3 | -$141M | |
| 4 |
RBA
Richard Bernstein Advisors
New York
|
-$113M |
| 5 |
BW
BIP Wealth
Atlanta,
Georgia
|
-$49.1M |