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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 %
SWA
326
Sax Wealth Advisors
New Jersey
$1.15M +$749K +14,875 +185%
XPN
327
XY Planning Network
Montana
$1.14M +$60.7K +1,207 +6%
SPWM
328
Spartan Planning & Wealth Management
North Carolina
$1.13M -$87.4K -1,736 -7%
BIP
329
Blueprint Investment Partners
North Carolina
$1.13M -$87.4K -1,736 -7%
PI
330
PFG Investments
New York
$1.13M +$104K +2,059 +10%
CL
331
Choreo LLC
Illinois
$1.13M +$787K +15,630 +232%
QCM
332
Quantinno Capital Management
New York
$1.11M +$860K +17,080 +345%
Northern Trust
333
Northern Trust
Illinois
$1.1M +$67.7K +1,346 +7%
FCA
334
Fortis Capital Advisors
Kansas
$1.03M +$43.3K +861 +4%
MA
335
MKT Advisors
California
$1.03M +$55.8K +1,109 +6%
AAS
336
Annex Advisory Services
Wisconsin
$1.02M +$5.54K +110 +0.5%
FHC
337
First Heartland Consultants
Missouri
$998K +$350K +6,961 +54%
SAF
338
Smith Anglin Financial
Texas
$998K +$998K +19,822 New
CFS
339
Compass Financial Services
Iowa
$989K +$989K +19,658 New
CFCI
340
Comprehensive Financial Consultants Institutional
Indiana
$956K +$19.1K +379 +2%
BRWM
341
Blue Rock Wealth Management
North Carolina
$952K -$104K -2,074 -10%
EHC
342
Everett Harris & Co
California
$951K -$206K -4,100 -18%
IWP
343
IAG Wealth Partners
Wisconsin
$947K -$752K -14,940 -44%
CHJWM
344
Carlton Hofferkamp & Jenks Wealth Management
Texas
$945K -$12.5K -249 -1%
TSS
345
Two Sigma Securities
New York
$943K -$1.21M -24,022 -56%
MC
346
Moors & Cabot
Massachusetts
$934K -$33.6K -667 -3%
WG
347
Watchman Group
Texas
$925K +$723K +14,365 +358%
RFA
348
Resurgent Financial Advisors
Georgia
$914K +$252K +5,009 +38%
IA
349
Insight Advisors
Pennsylvania
$911K -$584K -11,597 -39%
OP
350
ORG Partners
Indiana
$909K +$240K +4,767 +36%