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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

507 hedge funds and large institutions have $12.3B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 181 increasing their positions, 199 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+33
Holders Change %
+6.96%
% of All Funds
7.43%
Holding in Top 10
84
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.23%
New
96
Increased
181
Reduced
199
Closed
55
Calls
$980K
Puts
–
Net Calls
+$980K
Net Calls Change
-$746K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.15B
2
BW
BIP Wealth
Georgia
$286M
3
LPL Financial
LPL Financial
California
$636M
4
SEIA
Signature Estate & Investment Advisors
California
$113M
5
PAG
Private Advisor Group
New Jersey
$112M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$529M
2
3AM
3EDGE Asset Management
Florida
$0
3
HHGA
Halbert Hargrove Global Advisors
California
$0
4
Cerity Partners
Cerity Partners
New York
$6.69M
5
Bank of America
Bank of America
North Carolina
$1.34B
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
176
NVWM LLC
Pennsylvania
$5.33M +$489K +9,726 +10%
MPW
177
Melone Private Wealth
Michigan
$5.17M +$2.98M +59,250 +136%
EWA
178
Etesian Wealth Advisors
Oregon
$5.11M +$1.21M +23,991 +31%
EFS
179
Essex Financial Services
Connecticut
$5.07M -$2.72M -54,212 -35%
T
180
Tidemark
California
$5.03M +$5.03M +100,146 New
CPA
181
Clear Point Advisors
New York
$4.88M +$4.88M +98,302 New
OC
182
Oppenheimer & Co
New York
$4.78M +$615K +12,242 +15%
KLC
183
Knowledge Leaders Capital
Colorado
$4.78M -$388K -7,726 -8%
AF
184
Allworth Financial
California
$4.69M -$733K -14,598 -14%
PWMG
185
Prestige Wealth Management Group
New Jersey
$4.67M +$280K +5,578 +6%
GWANC
186
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.61M +$4.61M +91,750 New
LSAG
187
Lake Street Advisors Group
New Hampshire
$4.52M -$1.15M -22,829 -20%
EWM
188
Elmwood Wealth Management
California
$4.43M +$450K +8,963 +11%
AG
189
AlTi Global
New York
$4.42M +$4.42M +88,049 New
SMG
190
Smart Money Group
Texas
$4.27M -$454K -9,046 -10%
NP
191
NorthRock Partners
Minnesota
$4.25M +$4.25M +84,507 New
PPP
192
Private Portfolio Partners
New Jersey
$4.23M +$1.75M +34,761 +70%
F4L
193
Fortune 45 LLC
Louisiana
$4.23M -$5.87M -116,907 -58%
GSEP
194
Golden State Equity Partners
California
$4.2M +$224K +4,466 +6%
CI
195
Cambiar Investors
Colorado
$4.02M – – –
GWA
196
GGM Wealth Advisors
Maryland
$3.99M +$1.18M +23,475 +42%
EF
197
Empowered Funds
Pennsylvania
$3.91M -$46.1M -917,632 -92%
PA
198
PFG Advisors
Arizona
$3.87M -$863K -17,172 -18%
WCAMG
199
Woodard & Company Asset Management Group
North Carolina
$3.84M -$182K -3,630 -5%
CL
200
CIM LLC
New York
$3.83M +$112K +2,222 +3%
6 7
8
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