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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

507 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 57 funds opening new positions, 199 increasing their positions, 213 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
–
Holders Change %
0%
% of All Funds
7.33%
Holding in Top 10
68
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.11%
% of All Funds
0.98%
New
57
Increased
199
Reduced
213
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$980M
2
AAS
Annex Advisory Services
Wisconsin
$177M
3
First Trust Advisors
First Trust Advisors
Illinois
$68.2M
4
MCM
Morton Capital Management
California
$60.2M
5
BW
BIP Wealth
Georgia
$301M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$771M
2
RBA
Richard Bernstein Advisors
New York
$577
3
Ameriprise
Ameriprise
Minnesota
$216M
4
STA
Summit Trail Advisors
New York
$889M
5
SEIA
Signature Estate & Investment Advisors
California
$693K
Name Holding Trade Value Shares
Change 		Shares
Change %
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 -$389K -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 -$41.7K -830 -1%
GFG
207
Goldstone Financial Group
Illinois
$3.5M +$461K +9,174 +15%
NL
208
NWAM LLC
Washington
$3.45M +$3.45M +68,704 New
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$3.35M -$7.57M -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 +$3.19M +63,496 New
MSAM
212
Moloney Securities Asset Management
Missouri
$3.15M -$156K -3,111 -5%
GWP
213
Gateway Wealth Partners
Wisconsin
$3.14M +$1.35M +26,919 +76%
EFG
214
Ethos Financial Group
Pennsylvania
$3.09M -$30.5K -607 -1%
OPS
215
Orion Portfolio Solutions
Nebraska
$3.07M +$125K +2,497 +4%
BCI
216
Brinker Capital Investments
Pennsylvania
$3.07M +$125K +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 +$368K +7,328 +14%
AF
219
Allworth Financial
California
$2.88M -$459K -9,138 -14%
PWMG
220
Prestige Wealth Management Group
New Jersey
$2.82M -$712K -14,177 -20%
GRP
221
Global Retirement Partners
California
$2.8M -$46K -916 -2%
WWA
222
WCG Wealth Advisors
Nevada
$2.78M -$16M -318,898 -85%
HA
223
Herold Advisors
New York
$2.71M +$53.9K +1,073 +2%
IWP
224
Invenio Wealth Partners
Florida
$2.71M +$84.3K +1,679 +3%
WWM
225
Western Wealth Management
Colorado
$2.59M -$289K -5,756 -10%
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