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WisdomTree Floating Rate Treasury Fund

507 hedge funds and large institutions have $11.3B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 200 increasing their positions, 199 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+22
Holders Change %
+4.54%
% of All Funds
7.37%
Holding in Top 10
74
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.63%
% of All Funds
1.08%
New
64
Increased
200
Reduced
199
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CRWM
176
Castle Rock Wealth Management
California
$4.98M +$306K +6,080 +7%
WA
177
Waverly Advisors
Alabama
$4.98M +$525K +10,438 +12%
SBF
178
Sara-Bay Financial
Florida
$4.96M +$480K +9,544 +11%
HPC
179
Hobart Private Capital
North Carolina
$4.88M +$2.93M +58,142 +149%
GSEP
180
Golden State Equity Partners
California
$4.86M +$4.86M +96,558 New
Wealthfront Advisers
181
Wealthfront Advisers
California
$4.82M +$2.31M +45,852 +92%
BWP
182
Bernardo Wealth Planning
Pennsylvania
$4.81M +$774K +15,377 +19%
ACG
183
Allen Capital Group
Nebraska
$4.69M +$2.1M +41,687 +81%
PAG
184
Private Advisory Group
Washington
$4.65M +$4.12M +81,865 +776%
MC
185
Middleton & Co
Massachusetts
$4.63M +$116K +2,300 +3%
EFA
186
Evernest Financial Advisors
Indiana
$4.46M +$175K +3,477 +4%
SMG
187
Smart Money Group
Texas
$4.4M +$813K +16,164 +23%
SIA
188
SkyView Investment Advisors
New Jersey
$4.38M -$885K -17,592 -17%
Comerica Bank
189
Comerica Bank
Texas
$4.34M -$160K -3,188 -4%
CAM
190
Cresset Asset Management
Illinois
$4.31M +$4.31M +85,654 New
AAS
191
Ameritas Advisory Services
Nebraska
$4.29M +$374K +7,428 +10%
PPP
192
Private Portfolio Partners
New Jersey
$4.14M -$89.3K -1,775 -2%
CL
193
CIM LLC
New York
$4.07M +$91.2K +1,815 +2%
NA
194
NewEdge Advisors
Louisiana
$3.95M -$1.24M -24,557 -24%
MA
195
MBA Advisors
Pennsylvania
$3.89M +$488K +9,692 +14%
FFO
196
Fortitude Family Office
Arizona
$3.85M -$4.22M -83,952 -52%
WCAMG
197
Woodard & Company Asset Management Group
North Carolina
$3.76M -$19.8K -393 -0.5%
Brown Advisory
198
Brown Advisory
Maryland
$3.7M +$390K +7,756 +12%
MCC
199
Money Concepts Capital
Florida
$3.66M -$14.7K -292 -0.4%
F4L
200
Fortune 45 LLC
Louisiana
$3.66M -$351K -6,974 -9%