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WisdomTree Floating Rate Treasury Fund

558 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 57 funds opening new positions, 225 increasing their positions, 226 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
251
Ethos Financial Group
Pennsylvania
$2.56M
CPA
252
Clear Point Advisors
New York
$2.5M
CCA
253
Cobblestone Capital Advisors
New York
$2.49M
TNBTD
254
Trustmark National Bank Trust Department
Mississippi
$2.45M
JWCA
255
J.W. Cole Advisors
Florida
$2.34M
PFA
256
Portland Financial Advisors
New York
$2.31M
PPWP
257
Premier Path Wealth Partners
New Jersey
$2.3M
CFS
258
Compass Financial Services
Iowa
$2.3M
AWM
259
Avaii Wealth Management
Wisconsin
$2.29M
PPW
260
Pasadena Private Wealth
California
$2.28M
RWM
261
Riverchase Wealth Management
Texas
$2.22M
SFS
262
Sowell Financial Services
Arkansas
$2.22M
RCS
263
Retirement Capital Strategies
California
$2.22M
EP
264
Edgestream Partners
New Jersey
$2.2M
CMMS
265
Comprehensive Money Management Services
Florida
$2.19M
VBFG
266
Vishria Bird Financial Group
Tennessee
$2.17M
GAA
267
Global Assets Advisory
Florida
$2.17M
BCG
268
Bravias Capital Group
New Jersey
$2.16M
WP
269
Westmount Partners
California
$2.15M
WP
270
WealthShield Partners
North Carolina
$2.14M
GFG
271
Goldstone Financial Group
Illinois
$2.08M
PDL
272
Portfolio Design Labs
California
$2.06M
SWA
273
Stratos Wealth Advisors
Ohio
$2.05M
PA
274
Pinnacle Associates
New York
$2.04M
SIAG
275
Safeguard Investment Advisory Group
California
$1.98M