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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 %
WS
376
Wedbush Securities
California
$757K +$269K +5,352 +55%
SWA
377
Sax Wealth Advisors
New Jersey
$755K -$397K -7,899 -34%
CIA
378
Cascade Investment Advisors
Oregon
$751K +$73.5K +1,460 +11%
T
379
Transce3nd
Texas
$744K +$11.8K +234 +2%
DFA
380
DHJJ Financial Advisors
Illinois
$739K -$47.1K -936 -6%
AWM
381
Avior Wealth Management
Nebraska
$734K -$1.46K -29 -0.2%
CAL
382
Capital Advisors Ltd
Ohio
$729K -$11.8K -235 -2%
RSWA
383
Robinson Smith Wealth Advisors
Maine
$725K
RFP
384
Root Financial Partners
California
$723K -$70.6K -1,404 -9%
KV
385
Kickstand Ventures
New York
$716K +$509K +10,108 +245%
FCA
386
Fortis Capital Advisors
Kansas
$715K -$319K -6,339 -31%
ARC
387
Advisor Resource Council
Texas
$698K -$257K -5,117 -27%
NC
388
NewSquare Capital
Pennsylvania
$687K +$21.8K +433 +3%
AA
389
Alesco Advisors
New York
$672K +$956 +19 +0.1%
RSWM
390
Robertson Stephens Wealth Management
California
$660K +$161K +3,200 +32%
PWMG
391
Prestige Wealth Management Group
New Jersey
$658K -$2.77K -55 -0.4%
ZIM
392
Zacks Investment Management
Illinois
$649K
TF
393
Trek Financial
Arizona
$646K -$12.9K -256 -2%
WIA
394
World Investment Advisors
California
$636K +$419K +8,338 +194%
SWP
395
Strategic Wealth Partners
Ohio
$620K +$620K +12,318 New
TCWA
396
Turtle Creek Wealth Advisors
Texas
$617K +$617K +12,271 New
VWM
397
Venturi Wealth Management
Texas
$605K +$605K +12,018 New
LLWM
398
Life Line Wealth Management
California
$604K +$6.49K +129 +1%
LBC
399
Lowe Brockenbrough & Co
Virginia
$603K +$350K +6,950 +138%
IWP
400
IAG Wealth Partners
Wisconsin
$599K -$348K -6,923 -37%