USFR icon

WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

507 hedge funds and large institutions have $12.3B invested in WisdomTree Floating Rate Treasury Fund in 2023 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 181 increasing their positions, 199 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+33
Holders Change %
+6.96%
% of All Funds
7.43%
Holding in Top 10
84
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.23%
New
96
Increased
181
Reduced
199
Closed
55
Calls
$980K
Puts
–
Net Calls
+$980K
Net Calls Change
-$746K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.15B
2
BW
BIP Wealth
Georgia
$286M
3
LPL Financial
LPL Financial
California
$636M
4
SEIA
Signature Estate & Investment Advisors
California
$113M
5
PAG
Private Advisor Group
New Jersey
$112M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$529M
2
3AM
3EDGE Asset Management
Florida
$0
3
HHGA
Halbert Hargrove Global Advisors
California
$0
4
Cerity Partners
Cerity Partners
New York
$6.69M
5
Bank of America
Bank of America
North Carolina
$1.34B
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
201
Sweet Financial Partners
Minnesota
$3.7M -$75.1K -1,495 -2%
TCA
202
Transcend Capital Advisors
New Jersey
$3.61M -$351K -6,993 -9%
Truist Financial
203
Truist Financial
North Carolina
$3.59M -$3.82M -76,101 -52%
VWM
204
Venturi Wealth Management
Texas
$3.54M -$8.15M -162,230 -70%
FA
205
FDx Advisors
Illinois
$3.53M -$132K -2,634 -4%
SFG
206
StrategIQ Financial Group
Indiana
$3.52M +$58.5K +1,164 +2%
GM
207
GeoWealth Management
Illinois
$3.5M +$3.26M +64,877 +1,352%
BWP
208
Bernardo Wealth Planning
Pennsylvania
$3.48M +$757K +15,076 +28%
DA
209
Detalus Advisors
Missouri
$3.45M -$167K -3,333 -5%
KFGK
210
Keystone Financial Group (Kentucky)
Kentucky
$3.36M -$14.7M -292,448 -81%
EIA
211
Eldridge Investment Advisors
New Hampshire
$3.35M -$371K -7,387 -10%
AI
212
Atria Investments
North Carolina
$3.33M +$649K +12,927 +24%
PFA
213
Professional Financial Advisors
Nebraska
$3.29M +$367K +7,313 +13%
FAIM
214
Financial Advocates Investment Management
Washington
$3.26M -$136K -2,711 -4%
MOS
215
MGO One Seven
Ohio
$3.21M -$2.32M -46,254 -42%
UFA
216
US Financial Advisors
Massachusetts
$3.17M +$578K +11,503 +22%
HI
217
Harbour Investments
Wisconsin
$3.16M -$68.8K -1,370 -2%
MSAM
218
Moloney Securities Asset Management
Missouri
$3.15M +$2.27M +45,096 +256%
WWM
219
Western Wealth Management
Colorado
$3.12M +$341K +6,779 +12%
MA
220
MBA Advisors
Pennsylvania
$3.06M +$102K +2,023 +3%
Brown Advisory
221
Brown Advisory
Maryland
$3.06M -$952K -18,951 -24%
IWP
222
Invenio Wealth Partners
Florida
$3.04M +$394K +7,840 +15%
UB
223
UMB Bank
Missouri
$3.04M -$6.7M -133,302 -69%
HGWM
224
Horst & Graben Wealth Management
Oregon
$3.03M +$3.03M +60,319 New
WIM
225
WealthPlan Investment Management
Nebraska
$3.02M +$3.02M +60,184 New
7 8
9
10 11