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WisdomTree Floating Rate Treasury Fund
USFR

148 hedge funds and large institutions have $2.14B invested in WisdomTree Floating Rate Treasury Fund in 2022 Q1 according to their latest regulatory filings, with 147 funds opening new positions, increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

60,784% more capital invested

Capital invested by funds: $3.52M → $2.14B (+$2.14B)

7,300% more funds holding

Funds holding: 2 → 148 (+146)

74.69% more ownership

Funds ownership: 0.05% → 74.73% (+75%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
148
Holders Change
+146
Holders Change %
+7,300%
% of All Funds
2.33%
Holding in Top 10
16
Holding in Top 10 Change
+16
Holding in Top 10 Change %
% of All Funds
0.25%
New
147
Increased
–
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$600M
2
RBA
Richard Bernstein Advisors
New York
+$327M
3
Morgan Stanley
Morgan Stanley
New York
+$131M
4
Ameriprise
Ameriprise
Minnesota
+$124M
5
3AM
3EDGE Asset Management
Florida
+$117M

Top Sellers

Rank Fund Capital Flow
1
HF
Halpern Financial
Virginia
-$50

USFR Hedge Fund Activity: Q1 2022 in Review

148 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Floating Rate Treasury Fund (USFR) for Q1 2022, worth a combined $2.14B — up 60,784% from $3.52M a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new USFR positions and 0 closed out — a net gain of 147 holders — while 0 added to existing stakes and 1 trimmed.

The largest buyer was Bank of America, opening a new position worth an estimated $600M. The largest seller was Halpern Financial, cutting an estimated $50.

  • 148 institutional investors held WisdomTree Floating Rate Treasury Fund (USFR) as of Q1 2022, up from 2 in Q4 2021.
  • Funds reported $2.14B of WisdomTree Floating Rate Treasury Fund stock for Q1 2022, up 60,784% quarter-over-quarter.
  • 147 funds opened new WisdomTree Floating Rate Treasury Fund positions in Q1 2022 and 0 closed out, a net change of +147 holders.
  • The largest WisdomTree Floating Rate Treasury Fund buyer in Q1 2022 was Bank of America, an estimated $600M added.
  • The largest WisdomTree Floating Rate Treasury Fund seller in Q1 2022 was Halpern Financial, an estimated $50 sold.

Based on aggregated 13F filings for Q1 2022.