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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 %
FZCM
301
Flynn Zito Capital Management
New York
$1.5M +$159K +3,151 +12%
GC
302
Guidance Capital
Kentucky
$1.46M -$49.5K -983 -3%
PNC Financial Services Group
303
PNC Financial Services Group
Pennsylvania
$1.45M +$10.1K +201 +0.7%
AI
304
Atria Investments
North Carolina
$1.43M -$1.14M -22,625 -44%
ICMP
305
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.42M +$166K +3,304 +13%
SC
306
Sierra Capital
Florida
$1.41M +$1.41M +28,010 New
Millennium Management
307
Millennium Management
New York
$1.4M -$6.64M -132,023 -83%
QC
308
Quadrature Capital
United Kingdom
$1.4M +$1.4M +27,874 New
CRFG
309
Columbia River Financial Group
Washington
$1.4M +$59.6K +1,183 +4%
UB
310
UMB Bank
Missouri
$1.39M -$32.6K -648 -2%
BRWA
311
B. Riley Wealth Advisors
Florida
$1.37M +$1.37M +27,251 New
PIWA
312
Prevail Innovative Wealth Advisors
Kansas
$1.36M -$101K -2,015 -7%
National Bank of Canada
313
National Bank of Canada
Quebec, Canada
$1.36M -$1.29M -25,692 -49%
HAG
314
HF Advisory Group
Maryland
$1.35M -$59.8K -1,188 -4%
FPB
315
First PREMIER Bank
South Dakota
$1.34M -$16.8K -335 -1%
BS
316
Banco Santander
Spain
$1.28M -$2.25M -44,790 -64%
SIA
317
SkyView Investment Advisors
New Jersey
$1.27M -$1.73M -34,314 -58%
QP
318
Quartz Partners
New York
$1.27M +$48.7K +968 +4%
XPN
319
XY Planning Network
Montana
$1.26M +$115K +2,293 +10%
OWM
320
OneAscent Wealth Management
Alabama
$1.25M +$728K +14,480 +141%
AWA
321
Authentikos Wealth Advisory
California
$1.24M +$704K +13,995 +131%
PWMAG
322
Pinnacle Wealth Management Advisory Group
New Jersey
$1.24M -$243K -4,821 -16%
CTC
323
Central Trust Company
Missouri
$1.21M -$186K -3,692 -13%
Janney Montgomery Scott
324
Janney Montgomery Scott
Pennsylvania
$1.21M -$1.68M -33,384 -58%
RFA
325
Resurgent Financial Advisors
Georgia
$1.21M +$295K +5,860 +32%