USFR icon

WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

507 hedge funds and large institutions have $10.3B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 199 increasing their positions, 213 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
–
Holders Change %
0%
% of All Funds
7.33%
Holding in Top 10
68
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.11%
% of All Funds
0.98%
New
57
Increased
199
Reduced
213
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$980M
2
AAS
Annex Advisory Services
Wisconsin
$177M
3
First Trust Advisors
First Trust Advisors
Illinois
$68.2M
4
MCM
Morton Capital Management
California
$60.2M
5
BW
BIP Wealth
Georgia
$301M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$771M
2
RBA
Richard Bernstein Advisors
New York
$577
3
Ameriprise
Ameriprise
Minnesota
$216M
4
STA
Summit Trail Advisors
New York
$889M
5
SEIA
Signature Estate & Investment Advisors
California
$693K
Name Holding Trade Value Shares
Change 		Shares
Change %
APS
176
American Planning Services
Florida
$5.14M -$305K -6,077 -6%
CRWM
177
Castle Rock Wealth Management
California
$5.11M +$126K +2,503 +3%
WA
178
Waverly Advisors
Alabama
$5.08M +$103K +2,046 +2%
PIWA
179
Prevail Innovative Wealth Advisors
Kansas
$5.07M -$1.94M -38,658 -28%
FFN
180
Focus Financial Network
Minnesota
$4.89M -$815K -16,236 -14%
CW
181
CreativeOne Wealth
Kansas
$4.86M -$331K -6,588 -6%
EFA
182
Evernest Financial Advisors
Indiana
$4.78M +$331K +6,597 +7%
CCAM
183
Cascades Capital Asset Management
North Carolina
$4.71M +$4.71M +93,868 New
BWP
184
Bernardo Wealth Planning
Pennsylvania
$4.68M -$136K -2,706 -3%
ACM
185
Andina Capital Management
Utah
$4.6M -$6.12M -121,912 -57%
TSS
186
Two Sigma Securities
New York
$4.47M +$3.98M +79,308 +815%
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$4.45M -$2.02M -40,194 -31%
UFA
188
US Financial Advisors
Massachusetts
$4.34M +$1.61M +32,054 +59%
FFO
189
Fortitude Family Office
Arizona
$4.23M +$387K +7,697 +10%
Kovitz Investment Group Partners
190
Kovitz Investment Group Partners
Illinois
$4.18M +$4.18M +83,256 New
MA
191
MBA Advisors
Pennsylvania
$4.13M +$240K +4,773 +6%
EWA
192
Etesian Wealth Advisors
Oregon
$4.11M +$757K +15,067 +23%
CL
193
CIM LLC
New York
$4.08M +$12.4K +246 +0.3%
SBF
194
Sara-Bay Financial
Florida
$3.98M -$964K -19,203 -19%
Brown Advisory
195
Brown Advisory
Maryland
$3.95M +$259K +5,165 +7%
PPP
196
Private Portfolio Partners
New Jersey
$3.91M -$227K -4,524 -5%
HF
197
HRT Financial
New York
$3.8M +$3.8M +75,636 New
Wealthfront Advisers
198
Wealthfront Advisers
California
$3.79M -$1.02M -20,351 -21%
SMG
199
Smart Money Group
Texas
$3.78M -$627K -12,473 -14%
Comerica Bank
200
Comerica Bank
Texas
$3.72M -$610K -12,155 -14%
6 7
8
9 10