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WisdomTree Floating Rate Treasury Fund

485 hedge funds and large institutions have $11.4B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 184 increasing their positions, 220 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
-22
Holders Change %
-4.34%
% of All Funds
7.03%
Holding in Top 10
76
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.52%
% of All Funds
1.1%
New
48
Increased
184
Reduced
220
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SBF
176
Sara-Bay Financial
Florida
$4.48M +$4.48M +88,982 New
WA
177
Waverly Advisors
Alabama
$4.46M +$4.46M +88,639 New
EWM
178
Elmwood Wealth Management
California
$4.38M -$55.3K -1,099 -1%
BIP
179
Blue Investment Partners
California
$4.37M +$2.82M +56,088 +182%
DADC
180
D.A. Davidson & Co
Montana
$4.31M -$3.31M -65,911 -44%
EFA
181
Evernest Financial Advisors
Indiana
$4.3M +$1.41M +27,992 +49%
WAS
182
Wealth Advisory Solutions
Indiana
$4.3M +$4.3M +85,087 New
PPP
183
Private Portfolio Partners
New Jersey
$4.23M -$5.23K -104 -0.1%
FHC
184
First Heartland Consultants
Missouri
$4.19M -$19.7M -391,366 -82%
EWA
185
Etesian Wealth Advisors
Oregon
$4.16M -$962K -19,127 -19%
AWM
186
Activest Wealth Management
Florida
$4.09M +$4.09M +81,258 New
BWP
187
Bernardo Wealth Planning
Pennsylvania
$4.04M +$553K +11,006 +16%
CL
188
CIM LLC
New York
$3.98M +$166K +3,298 +4%
SC
189
Sykon Capital
New York
$3.97M -$14.8M -294,429 -79%
AF
190
Allworth Financial
California
$3.97M -$719K -14,292 -15%
HF
191
HRT Financial
New York
$3.94M +$3.94M +78,411 New
AAS
192
Ameritas Advisory Services
Nebraska
$3.92M +$2.01M +39,913 +105%
Truist Financial
193
Truist Financial
North Carolina
$3.84M +$251K +4,997 +7%
F4L
194
Fortune 45 LLC
Louisiana
$3.84M -$219K -4,552 -5%
WCAMG
195
Woodard & Company Asset Management Group
North Carolina
$3.78M -$60.1K -1,196 -2%
MCC
196
Money Concepts Capital
Florida
$3.67M -$3.16M -62,742 -46%
SMG
197
Smart Money Group
Texas
$3.6M -$687K -13,648 -16%
PWMG
198
Prestige Wealth Management Group
New Jersey
$3.53M -$1.15M -22,899 -25%
MSAM
199
Moloney Securities Asset Management
Missouri
$3.5M +$342K +6,797 +11%
EFG
200
Ethos Financial Group
Pennsylvania
$3.49M -$2.02M -40,185 -37%