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WisdomTree Floating Rate Treasury Fund

485 hedge funds and large institutions have $11.4B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 184 increasing their positions, 220 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
-22
Holders Change %
-4.34%
% of All Funds
7.03%
Holding in Top 10
76
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.52%
% of All Funds
1.1%
New
48
Increased
184
Reduced
220
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TCA
201
Transcend Capital Advisors
New Jersey
$3.44M -$171K -3,395 -5%
NP
202
NorthRock Partners
Minnesota
$3.42M -$830K -16,498 -20%
MA
203
MBA Advisors
Pennsylvania
$3.41M +$341K +6,778 +11%
AIP
204
Almanack Investment Partners
Pennsylvania
$3.38M -$31M -617,193 -90%
EIA
205
Eldridge Investment Advisors
New Hampshire
$3.36M +$201 +4 +0%
Brown Advisory
206
Brown Advisory
Maryland
$3.31M +$247K +4,919 +8%
WWM
207
Western Wealth Management
Colorado
$3.28M +$154K +3,063 +5%
NL
208
NWAM LLC
Washington
$3.27M +$1.22M +24,193 +60%
KLC
209
Knowledge Leaders Capital
Colorado
$3.26M -$1.52M -30,162 -32%
MOS
210
MGO One Seven
Ohio
$3.11M -$104K -2,076 -3%
TFGT
211
TS Financial Group (TSFG)
Illinois
$3.11M +$684K +13,594 +28%
CIAS
212
Capital Investment Advisory Services
North Carolina
$3.08M +$678K +13,475 +28%
SFC
213
Strategic Financial Concepts
Texas
$3M +$1.19M +23,655 +66%
GWA
214
GGM Wealth Advisors
Maryland
$2.99M -$1.01M -20,132 -25%
RL
215
Retireful LLC
Michigan
$2.97M -$4.42M -87,916 -60%
AI
216
Atria Investments
North Carolina
$2.89M -$443K -8,804 -13%
CWM
217
Collaborative Wealth Management
Florida
$2.73M +$1.21M +24,132 +80%
GFG
218
Goldstone Financial Group
Illinois
$2.67M +$597K +11,880 +29%
GSC
219
G&S Capital
Colorado
$2.67M +$1.24M +24,656 +87%
ACM
220
ADAR1 Capital Management
Texas
$2.67M -$151K -3,000 -5%
PFA
221
Professional Financial Advisors
Nebraska
$2.62M -$671K -13,335 -20%
ACG
222
Allen Capital Group
Nebraska
$2.59M +$2.59M +51,463 New
TI
223
Tidal Investments
Wisconsin
$2.55M +$131K +2,614 +5%
MMM
224
Mendel Money Management
Illinois
$2.54M +$271K +5,387 +12%
OPS
225
Orion Portfolio Solutions
Nebraska
$2.53M -$437K -8,688 -15%