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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

439 hedge funds and large institutions have $12.2B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 183 increasing their positions, 168 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+50
Holders Change %
+12.85%
% of All Funds
6.92%
Holding in Top 10
78
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.41%
% of All Funds
1.23%
New
70
Increased
183
Reduced
168
Closed
18
Calls
$297K
Puts
–
Net Calls
+$297K
Net Calls Change
+$21K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$864M
2
BW
BIP Wealth
Georgia
$274M
3
Osaic Holdings
Osaic Holdings
Arizona
$282M
4
AHC
Anderson Hoagland & Co
Missouri
$60.5M
5
VWM
Venturi Wealth Management
Texas
$153M

Top Sellers

1
STA
Summit Trail Advisors
New York
$985M
2
Morgan Stanley
Morgan Stanley
New York
$1.04B
3
MWM
Mission Wealth Management
California
$45.8M
4
FCH
Freestone Capital Holdings
Washington
$409M
5
Ameriprise
Ameriprise
Minnesota
$459M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
201
EP Wealth Advisors
California
$2.4M +$1.86M +240,855 +341%
CWA
202
Centennial Wealth Advisory
Michigan
$2.39M -$41.4K -822 -2%
HI
203
Harbour Investments
Wisconsin
$2.37M +$193K +3,829 +9%
SPC
204
Sigma Planning Corp
Michigan
$2.29M +$326K +6,482 +17%
VBFG
205
Vishria Bird Financial Group
Tennessee
$2.24M -$10.3K -204 -0.5%
SHFP
206
Second Half Financial Partners
Florida
$2.22M +$2.22M +44,108 New
MSFS
207
Main Street Financial Solutions
Pennsylvania
$2.19M -$4.88K -97 -0.2%
CWP
208
Core Wealth Partners
California
$2.17M -$199K -3,958 -8%
CA
209
Calton & Associates
Florida
$2.16M +$535K +10,630 +33%
AWAU
210
Alliance Wealth Advisors (Utah)
Utah
$2.14M -$519K -10,306 -19%
EFG
211
Ethos Financial Group
Pennsylvania
$2.13M – – –
VF
212
VitalStone Financial
Texas
$2.11M +$2.11M +42,161 New
TA
213
Tiedemann Advisors
New York
$2.11M – – –
FZCM
214
Flynn Zito Capital Management
New York
$2.09M -$464K -9,221 -18%
FA
215
Fermata Advisors
California
$2.05M +$405K +8,045 +25%
AI
216
Atria Investments
North Carolina
$2.03M +$204K +4,049 +11%
IWP
217
IAG Wealth Partners
Wisconsin
$1.99M -$851K -16,920 -30%
AG
218
Ascent Group
Virginia
$1.98M +$1.98M +39,285 New
OIA
219
OneDigital Investment Advisors
Kansas
$1.98M -$98.7K -1,961 -5%
FAIM
220
Financial Advocates Investment Management
Washington
$1.96M +$139K +2,762 +8%
IWP
221
Invenio Wealth Partners
Florida
$1.85M +$1.85M +36,766 New
BTWM
222
Baker Tilly Wealth Management
Wisconsin
$1.84M -$399K -7,929 -18%
WWA
223
WCG Wealth Advisors
Nevada
$1.82M +$1.13M +22,472 +165%
AWM
224
Axxcess Wealth Management
California
$1.81M -$390K -7,754 -18%
AA
225
Addison Advisors
Vermont
$1.81M -$611K -12,135 -25%
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