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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

559 hedge funds and large institutions have $10.5B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 221 increasing their positions, 195 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+52
Holders Change %
+10.26%
% of All Funds
7.44%
Holding in Top 10
87
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+27.94%
% of All Funds
1.16%
New
100
Increased
221
Reduced
195
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
STA
Summit Trail Advisors
New York
$1.1B
2
HHGA
Halbert Hargrove Global Advisors
California
$95.9M
3
Lido Advisors
Lido Advisors
California
$75.9M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$50M
5
MTC
Matrix Trust Company
Colorado
$35.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$503M
2
AAS
Annex Advisory Services
Wisconsin
$1.01M
3
First Trust Advisors
First Trust Advisors
Illinois
$0
4
Ameriprise
Ameriprise
Minnesota
$190M
5
C
Certuity
Florida
$454K
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
176
Advisory Services Network
Georgia
$6.12M +$3.67M +72,944 +150%
MIA
177
Milestone Investment Advisors
Wisconsin
$6.1M -$1.58M -31,375 -21%
UFA
178
US Financial Advisors
Massachusetts
$6.07M +$1.71M +34,061 +39%
AAS
179
Ameritas Advisory Services
Nebraska
$5.87M +$627K +12,470 +12%
GM
180
GeoWealth Management
Illinois
$5.85M +$5.84M +115,966 +33,613%
ECA
181
Elevation Capital Advisory
Oregon
$5.85M +$5.85M +116,164 New
VPF
182
Vantage Point Financial
Illinois
$5.79M +$5.79M +115,155 New
CCAM
183
Cascades Capital Asset Management
North Carolina
$5.74M +$1.01M +20,126 +21%
CA
184
Calton & Associates
Florida
$5.65M -$2.77M -55,052 -33%
AAS
185
Avantax Advisory Services
Texas
$5.63M -$2.62M -52,073 -32%
EI
186
Ellevest Inc
New York
$5.62M -$41.7K -829 -0.7%
CIAS
187
Capital Investment Advisory Services
North Carolina
$5.47M -$71.7K -1,424 -1%
Natixis Advisors
188
Natixis Advisors
Massachusetts
$5.47M -$3.53M -70,091 -39%
AF
189
Apexium Financial
Texas
$5.22M +$4.23M +84,006 +426%
EWA
190
Etesian Wealth Advisors
Oregon
$5.17M +$1.05M +20,874 +26%
MFG
191
Magnus Financial Group
New York
$5.05M -$2.01M -39,907 -28%
EFA
192
Evernest Financial Advisors
Indiana
$4.87M +$79.8K +1,586 +2%
TC
193
TownSquare Capital
Utah
$4.83M -$1.22M -24,154 -20%
CW
194
CreativeOne Wealth
Kansas
$4.83M -$37.7K -750 -0.8%
BWP
195
Bernardo Wealth Planning
Pennsylvania
$4.8M +$111K +2,196 +2%
FFN
196
Focus Financial Network
Minnesota
$4.55M -$349K -6,944 -7%
NL
197
NWAM LLC
Washington
$4.35M +$891K +17,712 +26%
WWM
198
Western Wealth Management
Colorado
$4.35M +$1.75M +34,864 +68%
MA
199
MBA Advisors
Pennsylvania
$4.34M +$203K +4,038 +5%
WA
200
Waverly Advisors
Alabama
$4.29M -$800K -15,904 -16%
6 7
8
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