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WisdomTree Floating Rate Treasury Fund

554 hedge funds and large institutions have $11.7B invested in WisdomTree Floating Rate Treasury Fund in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 223 increasing their positions, 226 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
-13
Holders Change %
-2.29%
% of All Funds
7.43%
Holding in Top 10
92
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.08%
% of All Funds
1.23%
New
56
Increased
223
Reduced
226
Closed
60
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
251
Cobblestone Capital Advisors
New York
$2.49M +$61.1K +1,214 +3%
TNBTD
252
Trustmark National Bank Trust Department
Mississippi
$2.45M +$23.4K +466 +1%
JWCA
253
J.W. Cole Advisors
Florida
$2.34M -$3.9M -77,575 -63%
PFA
254
Portland Financial Advisors
New York
$2.31M +$68.4K +1,360 +3%
PPWP
255
Premier Path Wealth Partners
New Jersey
$2.3M -$84.7K -1,683 -4%
CFS
256
Compass Financial Services
Iowa
$2.3M +$1.31M +25,991 +132%
AWM
257
Avaii Wealth Management
Wisconsin
$2.29M +$924K +18,375 +68%
PPW
258
Pasadena Private Wealth
California
$2.28M +$69.5K +1,381 +3%
RWM
259
Riverchase Wealth Management
Texas
$2.22M -$350K -6,955 -14%
SFS
260
Sowell Financial Services
Arkansas
$2.22M -$405K -8,041 -15%
RCS
261
Retirement Capital Strategies
California
$2.22M +$1.7M +33,715 +325%
EP
262
Edgestream Partners
New Jersey
$2.2M +$273K +5,417 +14%
CMMS
263
Comprehensive Money Management Services
Florida
$2.19M +$870K +17,300 +66%
VBFG
264
Vishria Bird Financial Group
Tennessee
$2.17M -$31.6K -629 -1%
GAA
265
Global Assets Advisory
Florida
$2.17M -$5.09M -101,111 -70%
BCG
266
Bravias Capital Group
New Jersey
$2.16M +$161K +3,207 +8%
WP
267
Westmount Partners
California
$2.15M -$13.7K -273 -0.6%
WP
268
WealthShield Partners
North Carolina
$2.14M -$73.7K -1,465 -3%
GFG
269
Goldstone Financial Group
Illinois
$2.08M -$1.64M -32,519 -44%
PDL
270
Portfolio Design Labs
California
$2.06M +$2.06M +40,937 New
SWA
271
Stratos Wealth Advisors
Ohio
$2.05M +$1.18M +23,497 +136%
PA
272
Pinnacle Associates
New York
$2.04M -$69.7K -1,386 -3%
SIAG
273
Safeguard Investment Advisory Group
California
$1.98M +$1.34M +26,564 +206%
FA
274
Fermata Advisors
California
$1.96M +$50.6K +1,006 +3%
FAIM
275
Financial Advocates Investment Management
Washington
$1.95M -$61.6K -1,224 -3%