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WisdomTree Floating Rate Treasury Fund
USFR

2 hedge funds and large institutions have $3.52M invested in WisdomTree Floating Rate Treasury Fund in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more capital invested

Capital invested by funds: $1.02M → $3.52M (+$2.5M)

100% more funds holding

Funds holding: 1 → 2 (+1)

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

0% more ownership

Funds ownership: 0.05% → 0.05% (+0%)

Holders
2
Holders Change
+1
Holders Change %
+100%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HF
Halpern Financial
Virginia
+$6.73K

Top Sellers

1
FFN
Focus Financial Network
Minnesota
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFA
1
Evernest Financial Advisors
Indiana
$3.51M +$1.75M +34,857 New
HF
2
Halpern Financial
Virginia
$6.7K +$6.73K +134 New
FFN
3
Focus Financial Network
Minnesota
– -$1.02M -20,320 Closed