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WisdomTree Floating Rate Treasury Fund

508 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 56 funds opening new positions, 201 increasing their positions, 213 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 51

0% less funds holding

Funds holding: 509508 (-1)

6% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 213

2.52% less ownership

Funds ownership: 63.74%61.22% (-2.5%)

8% less funds holding in top 10

Funds holding in top 10: 7468 (-6)

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$1.01B)

Holders
508
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.29%
Holding in Top 10
68
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.11%
% of All Funds
0.98%
New
56
Increased
201
Reduced
213
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
201
WT Wealth Management
Arizona
$3.68M -$4.07M -80,817 -53%
WSWA
202
Warren Street Wealth Advisors
California
$3.61M +$2.07M +41,144 +134%
CAG
203
Crestwood Advisors Group
Massachusetts
$3.56M
NA
204
NewEdge Advisors
Louisiana
$3.56M -$390K -7,750 -10%
GWSG
205
GPS Wealth Strategies Group
Colorado
$3.54M +$3.1M +61,653 +696%
EWM
206
Elmwood Wealth Management
California
$3.54M -$41.8K -830 -1%
GFG
207
Goldstone Financial Group
Illinois
$3.5M +$462K +9,174 +15%
NL
208
NWAM LLC
Washington
$3.45M +$3.46M +68,704 New
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$3.35M -$7.59M -150,821 -69%
MC
210
Middleton & Co
Massachusetts
$3.21M -$1.42M -28,270 -31%
FTUS
211
Flow Traders U.S.
New York
$3.19M +$3.2M +63,496 New
MSAM
212
Moloney Securities Asset Management
Missouri
$3.15M -$157K -3,111 -5%
GWP
213
Gateway Wealth Partners
Wisconsin
$3.14M +$1.36M +26,919 +76%
EFG
214
Ethos Financial Group
Pennsylvania
$3.08M -$30.6K -607 -1%
BCI
215
Brinker Capital Investments
Pennsylvania
$3.07M +$126K +2,497 +4%
OPS
216
Orion Portfolio Solutions
Nebraska
$3.07M +$126K +2,497 +4%
SIA
217
SkyView Investment Advisors
New Jersey
$3.04M -$1.34M -26,638 -31%
Truist Financial
218
Truist Financial
North Carolina
$2.91M +$369K +7,328 +14%
AF
219
Allworth Financial
California
$2.88M -$460K -9,138 -14%
PWMG
220
Prestige Wealth Management Group
New Jersey
$2.82M -$714K -14,177 -20%
GRP
221
Global Retirement Partners
California
$2.8M -$46.1K -916 -2%
WWA
222
WCG Wealth Advisors
Nevada
$2.78M -$16.1M -318,898 -85%
HA
223
Herold Advisors
New York
$2.71M +$54K +1,073 +2%
IWP
224
Invenio Wealth Partners
Florida
$2.71M +$84.5K +1,679 +3%
WWM
225
Western Wealth Management
Colorado
$2.59M -$290K -5,756 -10%