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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 %
FAIM
276
Financial Advocates Investment Management
Washington
$1.95M -$61.6K -1,224 -3%
CFA
277
Cahill Financial Advisors
Minnesota
$1.94M -$101K -2,004 -5%
AWA
278
Arkadios Wealth Advisors
Georgia
$1.93M +$349K +6,938 +22%
SC
279
Savant Capital
Illinois
$1.91M -$7.85K -156 -0.4%
GSEP
280
Golden State Equity Partners
California
$1.82M -$1.36M -27,120 -43%
FFA
281
Farther Finance Advisors
California
$1.82M +$1.09M +21,760 +152%
GS
282
GTS Securities
New York
$1.77M -$2.66M -52,921 -60%
SAM
283
Smartleaf Asset Management
Massachusetts
$1.76M +$15.9K +316 +0.9%
WCM
284
Winebrenner Capital Management
Kentucky
$1.75M -$455K -9,041 -21%
IWA
285
Integrity Wealth Advisors
California
$1.75M -$168K -3,349 -9%
IC
286
IEQ Capital
California
$1.73M +$1.73M +34,390 New
PI
287
PFG Investments
New York
$1.7M +$575K +11,428 +51%
ICP
288
Impact Capital Partners
Colorado
$1.7M +$125K +2,493 +8%
WMG
289
WESCAP Management Group
California
$1.69M -$260K -5,164 -13%
LWAM
290
Legacy Wealth Asset Management
Minnesota
$1.66M +$17.8K +353 +1%
DWM
291
Denver Wealth Management
Colorado
$1.65M +$955K +18,992 +137%
FFA
292
Founders Financial Alliance
North Carolina
$1.62M +$47.8K +951 +3%
AIM
293
Advyzon Investment Management
Illinois
$1.61M -$133K -2,641 -8%
AWM
294
AE Wealth Management
Kansas
$1.61M -$5.53M -109,872 -77%
Envestnet Portfolio Solutions
295
Envestnet Portfolio Solutions
Illinois
$1.6M +$189K +3,763 +13%
CA
296
CGN Advisors
Kansas
$1.59M +$734K +14,599 +86%
SFM
297
Signet Financial Management
New Jersey
$1.59M -$6.53M -129,843 -80%
SEIA
298
Signature Estate & Investment Advisors
California
$1.54M -$43.5K -865 -3%
IAN
299
Integrated Advisors Network
Texas
$1.53M -$494K -9,821 -24%
EWA
300
EP Wealth Advisors
California
$1.52M +$148K +2,938 +11%