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WisdomTree Floating Rate Treasury Fund

567 hedge funds and large institutions have $11.7B invested in WisdomTree Floating Rate Treasury Fund in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 263 increasing their positions, 191 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
567
Holders Change
+8
Holders Change %
+1.43%
% of All Funds
7.7%
Holding in Top 10
93
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.9%
% of All Funds
1.26%
New
62
Increased
263
Reduced
191
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
301
PNC Financial Services Group
Pennsylvania
$1.44M +$1.44M +28,542 New
UB
302
UMB Bank
Missouri
$1.42M +$1.36K +27 +0.1%
HAG
303
HF Advisory Group
Maryland
$1.41M +$93.9K +1,866 +7%
Envestnet Portfolio Solutions
304
Envestnet Portfolio Solutions
Illinois
$1.41M -$51.7K -1,027 -4%
CTC
305
Central Trust Company
Missouri
$1.4M +$637K +12,659 +83%
EWA
306
EP Wealth Advisors
California
$1.37M -$146K -2,907 -10%
AWM
307
Avaii Wealth Management
Wisconsin
$1.37M +$20.5K +407 +2%
FPB
308
First PREMIER Bank
South Dakota
$1.36M +$11.1K +220 +0.8%
EFG
309
Embree Financial Group
Illinois
$1.35M -$336K -6,683 -20%
GBA
310
Garrison Bradford & Associates
New York
$1.35M +$176K +3,500 +15%
FZCM
311
Flynn Zito Capital Management
New York
$1.35M -$10.6K -211 -0.8%
DFP
312
Defined Financial Planning
California
$1.34M +$73.1K +1,452 +6%
CRFG
313
Columbia River Financial Group
Washington
$1.34M +$201K +3,987 +18%
WWM
314
WT Wealth Management
Arizona
$1.33M -$2.44M -48,421 -65%
CCFM
315
Clear Creek Financial Management
Washington
$1.33M +$1.33M +26,458 New
CMMS
316
Comprehensive Money Management Services
Florida
$1.32M -$316K -6,275 -19%
VA
317
VestGen Advisors
Illinois
$1.32M +$1.32M +26,296 New
ICMP
318
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.26M +$200K +3,977 +19%
GC
319
Guggenheim Capital
Illinois
$1.25M +$34.7K +690 +3%
QP
320
Quartz Partners
New York
$1.22M -$183K -3,641 -13%
CWP
321
Core Wealth Partners
California
$1.2M -$172K -3,422 -13%
Pathstone Holdings
322
Pathstone Holdings
New Jersey
$1.2M +$913K +18,142 +318%
NFTC
323
North Forty Two & Co
Oregon
$1.18M
HCM
324
Hollencrest Capital Management
California
$1.18M +$29.7K +590 +3%
PCA
325
Prosperity Capital Advisors
Ohio
$1.17M +$478K +9,506 +69%