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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 %
GBA
326
Garrison Bradford & Associates
New York
$1.19M -$158K -3,150 -12%
NFTC
327
North Forty Two & Co
Oregon
$1.18M
FIS
328
Fischer Investment Strategies
California
$1.16M -$8.19M -162,848 -88%
Pathstone Holdings
329
Pathstone Holdings
New Jersey
$1.15M -$44.8K -890 -4%
EFG
330
Embree Financial Group
Illinois
$1.15M -$200K -3,981 -15%
GC
331
Guggenheim Capital
Illinois
$1.15M -$95.8K -1,904 -8%
CWA
332
Continuum Wealth Advisors
New York
$1.15M -$304K -6,039 -21%
MA
333
MKT Advisors
California
$1.14M +$113K +2,247 +11%
EHC
334
Everett Harris & Co
California
$1.14M +$191K +3,800 +20%
BOM
335
Bank of Marin
California
$1.13M +$1.13M +22,459 New
CL
336
Choreo LLC
Illinois
$1.13M +$1.81K +36 +0.2%
WSFS
337
Wilmington Savings Fund Society
Delaware
$1.12M +$1.09M +21,570 +2,876%
FHC
338
First Heartland Consultants
Missouri
$1.12M +$122K +2,423 +12%
FF
339
Friedenthal Financial
New Jersey
$1.1M +$819K +16,288 +294%
Northern Trust
340
Northern Trust
Illinois
$1.1M -$1.26K -25 -0.1%
WG
341
Watchman Group
Texas
$1.07M +$148K +2,933 +16%
HCM
342
Hollencrest Capital Management
California
$1.07M -$114K -2,259 -10%
BA
343
BIP Alliance
Georgia
$1.05M -$1.59M -31,522 -60%
MA
344
Mutual Advisors
Nebraska
$1.05M +$559K +11,079 +115%
Creative Planning
345
Creative Planning
Kansas
$1.04M -$987K -19,613 -49%
FDW
346
Fourth Dimension Wealth
Ohio
$1M +$119K +2,372 +13%
AAS
347
Annex Advisory Services
Wisconsin
$983K -$32.8K -652 -3%
SPWM
348
Spartan Planning & Wealth Management
North Carolina
$982K -$153K -3,037 -13%
QCM
349
Quantinno Capital Management
New York
$981K -$127K -2,527 -11%
CWP
350
Core Wealth Partners
California
$970K -$231K -4,600 -19%