USFR icon

WisdomTree Floating Rate Treasury Fund

555 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, 224 increasing their positions, 226 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
555
Holders Change
-12
Holders Change %
-2.12%
% of All Funds
7.44%
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
224
Reduced
226
Closed
60
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPA
251
Clear Point Advisors
New York
$2.5M +$33K +655 +1%
CCA
252
Cobblestone Capital Advisors
New York
$2.49M +$61.1K +1,214 +3%
TNBTD
253
Trustmark National Bank Trust Department
Mississippi
$2.45M +$23.4K +466 +1%
JWCA
254
J.W. Cole Advisors
Florida
$2.34M -$3.9M -77,575 -63%
PFA
255
Portland Financial Advisors
New York
$2.31M +$68.4K +1,360 +3%
PPWP
256
Premier Path Wealth Partners
New Jersey
$2.3M -$84.7K -1,683 -4%
CFS
257
Compass Financial Services
Iowa
$2.3M +$1.31M +25,991 +132%
AWM
258
Avaii Wealth Management
Wisconsin
$2.29M +$924K +18,375 +68%
PPW
259
Pasadena Private Wealth
California
$2.28M +$69.5K +1,381 +3%
RWM
260
Riverchase Wealth Management
Texas
$2.22M -$350K -6,955 -14%
SFS
261
Sowell Financial Services
Arkansas
$2.22M -$405K -8,041 -15%
RCS
262
Retirement Capital Strategies
California
$2.22M +$1.7M +33,715 +325%
EP
263
Edgestream Partners
New Jersey
$2.2M +$273K +5,417 +14%
CMMS
264
Comprehensive Money Management Services
Florida
$2.19M +$870K +17,300 +66%
VBFG
265
Vishria Bird Financial Group
Tennessee
$2.17M -$31.6K -629 -1%
GAA
266
Global Assets Advisory
Florida
$2.17M -$5.09M -101,111 -70%
BCG
267
Bravias Capital Group
New Jersey
$2.16M +$161K +3,207 +8%
WP
268
Westmount Partners
California
$2.15M -$13.7K -273 -0.6%
WP
269
WealthShield Partners
North Carolina
$2.14M -$73.7K -1,465 -3%
GFG
270
Goldstone Financial Group
Illinois
$2.08M -$1.64M -32,519 -44%
PDL
271
Portfolio Design Labs
California
$2.06M +$2.06M +40,937 New
SWA
272
Stratos Wealth Advisors
Ohio
$2.05M +$1.18M +23,497 +136%
PA
273
Pinnacle Associates
New York
$2.04M -$69.7K -1,386 -3%
SIAG
274
Safeguard Investment Advisory Group
California
$1.98M +$1.34M +26,564 +206%
FA
275
Fermata Advisors
California
$1.96M +$50.6K +1,006 +3%