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WisdomTree Floating Rate Treasury Fund

558 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 57 funds opening new positions, 225 increasing their positions, 226 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
376
Caldwell Sutter Capital
California
$777K
GA
377
GFS Advisors
Texas
$767K
WS
378
Wedbush Securities
California
$757K
SWA
379
Sax Wealth Advisors
New Jersey
$755K
CIA
380
Cascade Investment Advisors
Oregon
$751K
T
381
Transce3nd
Texas
$744K
DFA
382
DHJJ Financial Advisors
Illinois
$739K
AWM
383
Avior Wealth Management
Nebraska
$734K
CAL
384
Capital Advisors Ltd
Ohio
$729K
RSWA
385
Robinson Smith Wealth Advisors
Maine
$725K
RFP
386
Root Financial Partners
California
$723K
KV
387
Kickstand Ventures
New York
$716K
FCA
388
Fortis Capital Advisors
Kansas
$715K
ARC
389
Advisor Resource Council
Texas
$698K
NC
390
NewSquare Capital
Pennsylvania
$687K
AA
391
Alesco Advisors
New York
$672K
RSWM
392
Robertson Stephens Wealth Management
California
$660K
PWMG
393
Prestige Wealth Management Group
New Jersey
$658K
ZIM
394
Zacks Investment Management
Illinois
$649K
TF
395
Trek Financial
Arizona
$646K
WIA
396
World Investment Advisors
California
$636K
SWP
397
Strategic Wealth Partners
Ohio
$620K
TCWA
398
Turtle Creek Wealth Advisors
Texas
$617K
VWM
399
Venturi Wealth Management
Texas
$605K
LLWM
400
Life Line Wealth Management
California
$604K