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WisdomTree Floating Rate Treasury Fund

567 hedge funds and large institutions have $11.7B invested in WisdomTree Floating Rate Treasury Fund in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 263 increasing their positions, 191 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
567
Holders Change
+8
Holders Change %
+1.43%
% of All Funds
7.7%
Holding in Top 10
93
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.9%
% of All Funds
1.26%
New
62
Increased
263
Reduced
191
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BS
226
Banco Santander
Spain
$3.53M -$3.16M -62,728 -47%
BCI
227
Brinker Capital Investments
Pennsylvania
$3.52M +$410K +8,156 +13%
OPS
228
Orion Portfolio Solutions
Nebraska
$3.52M +$410K +8,156 +13%
RA
229
RFG Advisory
Alabama
$3.49M -$5.61M -111,529 -62%
MCC
230
Money Concepts Capital
Florida
$3.42M -$221K -4,389 -6%
GWP
231
Gateway Wealth Partners
Wisconsin
$3.39M +$55.9K +1,110 +2%
Baird Financial Group
232
Baird Financial Group
Wisconsin
$3.34M -$594K -11,794 -15%
CAG
233
Crestwood Advisors Group
Massachusetts
$3.32M
Wealthfront Advisers
234
Wealthfront Advisers
California
$3.3M -$475K -9,444 -13%
GSEP
235
Golden State Equity Partners
California
$3.18M -$625K -12,412 -16%
MWAM
236
Manhattan West Asset Management
California
$3.16M +$234K +4,648 +8%
JSL
237
JT Stratford LLC
Georgia
$3.13M +$953K +18,935 +44%
EFG
238
Ethos Financial Group
Pennsylvania
$3.08M
Truist Financial
239
Truist Financial
North Carolina
$3.05M +$51.9K +1,032 +2%
SIA
240
SkyView Investment Advisors
New Jersey
$3M +$95.8K +1,904 +3%
HA
241
Herold Advisors
New York
$2.98M +$182K +3,622 +7%
RL
242
Retireful LLC
Michigan
$2.96M -$799K -15,880 -21%
MC
243
Middleton & Co
Massachusetts
$2.96M +$367K +7,300 +14%
Janney Montgomery Scott
244
Janney Montgomery Scott
Pennsylvania
$2.89M -$198K -3,928 -6%
SFC
245
Strategic Financial Concepts
Texas
$2.86M +$735K +14,597 +35%
PGFC
246
Peapack-Gladstone Financial Corp
New Jersey
$2.81M +$2.81M +55,762 New
Comerica Bank
247
Comerica Bank
Texas
$2.75M -$780K -15,499 -22%
FFG
248
First Financial Group
North Carolina
$2.68M +$174K +3,451 +7%
National Bank of Canada
249
National Bank of Canada
Quebec, Canada
$2.65M +$1.24M +24,716 +88%
BA
250
BIP Alliance
Georgia
$2.63M -$1.6M -31,801 -38%