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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

559 hedge funds and large institutions have $10.5B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 221 increasing their positions, 195 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+52
Holders Change %
+10.26%
% of All Funds
7.44%
Holding in Top 10
87
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+27.94%
% of All Funds
1.16%
New
100
Increased
221
Reduced
195
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
STA
Summit Trail Advisors
New York
$1.1B
2
HHGA
Halbert Hargrove Global Advisors
California
$95.9M
3
Lido Advisors
Lido Advisors
California
$75.9M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$50M
5
MTC
Matrix Trust Company
Colorado
$35.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$503M
2
AAS
Annex Advisory Services
Wisconsin
$1.01M
3
First Trust Advisors
First Trust Advisors
Illinois
$0
4
Ameriprise
Ameriprise
Minnesota
$190M
5
C
Certuity
Florida
$454K
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
201
Kovitz Investment Group Partners
Illinois
$4.28M +$89.1K +1,771 +2%
WCAMG
202
Woodard & Company Asset Management Group
North Carolina
$4.24M -$9.51M -189,044 -69%
BA
203
BIP Alliance
Georgia
$4.23M +$4.23M +84,141 New
SMG
204
Smart Money Group
Texas
$4.23M +$451K +8,961 +12%
CL
205
CIM LLC
New York
$4.16M +$74.7K +1,485 +2%
AFM
206
Aspetuck Financial Management
Connecticut
$4.08M +$4.08M +81,177 New
AF
207
Allworth Financial
California
$4.07M +$1.17M +23,178 +40%
HFA
208
Hershey Financial Advisers
Pennsylvania
$3.97M +$3.97M +78,893 New
Baird Financial Group
209
Baird Financial Group
Wisconsin
$3.93M -$5.77M -114,732 -60%
LMKC
210
L.M. Kohn & Company
Ohio
$3.91M -$2.42M -48,022 -38%
GSEP
211
Golden State Equity Partners
California
$3.81M +$3.81M +75,687 New
PPP
212
Private Portfolio Partners
New Jersey
$3.8M -$115K -2,290 -3%
HPC
213
Hobart Private Capital
North Carolina
$3.79M -$1.82M -36,191 -32%
NA
214
NewEdge Advisors
Louisiana
$3.78M +$216K +4,294 +6%
GWSG
215
GPS Wealth Strategies Group
Colorado
$3.77M +$226K +4,484 +6%
Wealthfront Advisers
216
Wealthfront Advisers
California
$3.77M -$24.6K -488 -0.6%
WWM
217
WT Wealth Management
Arizona
$3.77M +$93K +1,849 +3%
RL
218
Retireful LLC
Michigan
$3.76M +$1.26M +25,001 +50%
GFG
219
Goldstone Financial Group
Illinois
$3.66M +$156K +3,094 +4%
MCC
220
Money Concepts Capital
Florida
$3.64M -$2.43M -48,210 -40%
WSWA
221
Warren Street Wealth Advisors
California
$3.57M -$51.9K -1,032 -1%
SG
222
StoneX Group
New York
$3.56M +$3.56M +70,678 New
Comerica Bank
223
Comerica Bank
Texas
$3.53M -$198K -3,932 -5%
MSAM
224
Moloney Securities Asset Management
Missouri
$3.47M +$311K +6,176 +10%
FFO
225
Fortitude Family Office
Arizona
$3.37M -$863K -17,146 -20%
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