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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
LBC
401
Lowe Brockenbrough & Co
Virginia
$603K
IWP
402
IAG Wealth Partners
Wisconsin
$599K
VWA
403
VSM Wealth Advisory
Maryland
$596K
PCS
404
Private Client Services
Kentucky
$590K
AFG
405
Atomi Financial Group
New York
$585K
WCG
406
Weaver Consulting Group
California
$571K
MFIM
407
Mesirow Financial Investment Management
Illinois
$570K
ZI
408
ZEGA Investments
Florida
$556K
BFIC
409
Bedell Frazier Investment Counselling
California
$532K
TFM
410
Trademark Financial Management
Minnesota
$530K
DCA
411
DSG Capital Advisors
Minnesota
$513K
SFC
412
Strategic Financial Concepts
Texas
$511K
CAMG
413
CWA Asset Management Group
Florida
$510K
IWN
414
Independent Wealth Network
Iowa
$508K
ACM
415
ADAR1 Capital Management
Texas
$503K
MIM
416
MTM Investment Management
South Carolina
$500K
RC
417
Roundview Capital
New Jersey
$498K
SW
418
Simplicity Wealth
New Jersey
$498K
SFA
419
Sequoia Financial Advisors
Ohio
$496K
SB
420
Strategic Blueprint
Georgia
$468K
WMA
421
Wealth Management Associates
New Jersey
$466K
FCP
422
Fidelis Capital Partners
Florida
$456K
BWMG
423
Barnes Wealth Management Group
California
$450K
HCA
424
Harbour Capital Advisors
Virginia
$448K
TI
425
Tidal Investments
Wisconsin
$447K