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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.

Holders
559
Holders Change
+52
Holders Change %
+10.26%
% of All Funds
7.45%
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
Raymond James Financial
1
Raymond James Financial
Florida
$287M
2
SWA
2
Serenus Wealth Advisors
California
$245M
3
STA
3
Summit Trail Advisors
New York
$1.1B
4
HHGA
4
Halbert Hargrove Global Advisors
California
$95.9M
5
Lido Advisors
5
Lido Advisors
California
$75.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$503M
2
AAS
2
Annex Advisory Services
Wisconsin
$1.01M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$0
4
Ameriprise
4
Ameriprise
Minnesota
$190M
5
C
5
Certuity
Florida
$454K
Name Market Value Shares Shares
Change 		Shares
Change %
STA
1
Summit Trail Advisors
New York
$1.1B 21,845,010 +4,151,073 +23%
Morgan Stanley
2
Morgan Stanley
New York
$968M 19,236,497 -340,017 -2%
Bank of America
3
Bank of America
North Carolina
$751M 14,919,903 -438,350 -3%
LPL Financial
4
LPL Financial
California
$634M 12,607,792 -295,361 -2%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$503M 10,003,568 -9,515,021 -49%
UBS Group
6
UBS Group
Switzerland
$292M 5,793,590 -446,406 -7%
Raymond James Financial
7
Raymond James Financial
Florida
$287M 5,707,171 +5,707,171 New
BW
8
BIP Wealth
Georgia
$287M 5,696,740 -310,577 -5%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$256M 5,093,878 +246,364 +5%
SWA
10
Serenus Wealth Advisors
California
$245M 4,864,628 +4,864,628 New
Ameriprise
11
Ameriprise
Minnesota
$190M 3,767,509 -519,869 -12%
Wells Fargo
12
Wells Fargo
California
$174M 3,459,415 -340,650 -9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$162M 3,218,770 +164,141 +5%
HighTower Advisors
14
HighTower Advisors
Illinois
$129M 2,571,494 +253,452 +11%
PAG
15
Private Advisor Group
New Jersey
$128M 2,542,423 -175,225 -6%
HHGA
16
Halbert Hargrove Global Advisors
California
$95.9M 1,904,965 +1,904,965 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$94.9M 1,886,319 +75,682 +4%
Renaissance Technologies
18
Renaissance Technologies
New York
$92.3M 1,834,400 +177,100 +11%
IWM
19
IHT Wealth Management
Illinois
$84.1M 1,670,313 -235,280 -12%
WCM
20
Wealthcare Capital Management
Virginia
$81.2M 1,612,975 +113,593 +8%
Lido Advisors
21
Lido Advisors
California
$75.9M 1,507,440 +1,499,221 +18,241%
MCM
22
Morton Capital Management
California
$75.6M 1,502,290 +303,450 +25%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$74.5M 1,479,942 -294,530 -17%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$72.8M 1,447,452 +8,150 +0.6%
Osaic Holdings
25
Osaic Holdings
Arizona
$71.4M 1,419,182 +25,236 +2%
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