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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 %
PWMG
376
Prestige Wealth Management Group
New Jersey
$661K -$5.03K -100 -0.8%
TF
377
Trek Financial
Arizona
$659K -$199K -3,960 -23%
DCA
378
DSG Capital Advisors
Minnesota
$658K
TFM
379
Trademark Financial Management
Minnesota
$656K -$85.9K -1,706 -12%
ARC
380
Advisor Resource Council
Texas
$654K +$654K +18,983 New
ZIM
381
Zacks Investment Management
Illinois
$649K
SIAG
382
Safeguard Investment Advisory Group
California
$648K +$648K +12,881 New
CSC
383
Caldwell Sutter Capital
California
$635K +$12K +239 +2%
VC
384
Vicus Capital
Pennsylvania
$628K -$7.65K -152 -1%
SIM
385
Synergy Investment Management
Florida
$620K -$25.5K -507 -4%
EFS
386
Essex Financial Services
Connecticut
$620K -$467K -9,278 -43%
AQR Capital Management
387
AQR Capital Management
Connecticut
$603K +$603K +11,987 New
LLWM
388
Life Line Wealth Management
California
$598K +$6.14K +122 +1%
GS
389
GWN Securities
Florida
$594K +$594K +11,807 New
MFIM
390
Mesirow Financial Investment Management
Illinois
$582K +$379K +7,529 +186%
CF
391
Claris Financial
Virginia
$581K
WCFA
392
Walkner Condon Financial Advisors
Wisconsin
$572K -$348K -6,924 -38%
WCG
393
Weaver Consulting Group
California
$570K +$856 +17 +0.2%
TW
394
Transform Wealth
Colorado
$566K
SSWM
395
Sheets Smith Wealth Management
North Carolina
$538K +$5.54K +110 +1%
AWA
396
Authentikos Wealth Advisory
California
$536K +$122K +2,419 +29%
MIM
397
MTM Investment Management
South Carolina
$535K -$5.03K -100 -0.9%
FWP
398
Forefront Wealth Partners
Texas
$528K +$528K +10,496 New
SFA
399
Sequoia Financial Advisors
Ohio
$528K +$528K +10,494 New
RCS
400
Retirement Capital Strategies
California
$522K