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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 %
OWM
401
OneAscent Wealth Management
Alabama
$517K +$517K +10,272 New
SIM
402
Stratos Investment Management
Ohio
$515K +$515K +10,237 New
IWN
403
Independent Wealth Network
Iowa
$510K
ACM
404
ADAR1 Capital Management
Texas
$503K
CFC
405
Client First Capital
California
$503K +$503K +10,000 New
IIA
406
IPG Investment Advisors
California
$501K -$200K -3,980 -29%
RSWM
407
Robertson Stephens Wealth Management
California
$500K +$90.8K +1,803 +22%
RC
408
Roundview Capital
New Jersey
$498K
RIA
409
Regal Investment Advisors
Michigan
$492K +$492K +9,766 New
WS
410
Wedbush Securities
California
$488K +$214K +4,248 +78%
MA
411
Mutual Advisors
Nebraska
$484K -$31K -616 -6%
BFIC
412
Bedell Frazier Investment Counselling
California
$484K +$12.7K +253 +3%
OIA
413
OneDigital Investment Advisors
Kansas
$478K -$29.1K -578 -6%
AFG
414
Atomi Financial Group
New York
$468K +$63.6K +1,264 +16%
WMA
415
Wealth Management Associates
New Jersey
$465K +$10.6K +210 +2%
FCP
416
Fidelis Capital Partners
Florida
$455K -$503K -10,000 -53%
HCA
417
Harbour Capital Advisors
Virginia
$448K
SW
418
Simplicity Wealth
New Jersey
$444K +$111K +2,215 +33%
CQWA
419
Chokshi & Queen Wealth Advisors
California
$434K +$111K +2,198 +34%
PA
420
PSI Advisors
Florida
$432K +$35.2K +699 +9%
SB
421
Strategic Blueprint
Georgia
$431K +$431K +8,555 New
BWMG
422
Barnes Wealth Management Group
California
$428K +$29.2K +581 +7%
DWM
423
Defined Wealth Management
Oregon
$427K +$28.4K +565 +7%
WTC
424
WhitTier Trust Company
Nevada
$424K
AWG
425
Altus Wealth Group
Colorado
$417K -$9.21K -183 -2%