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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 %
DAS
426
Dynamic Advisor Solutions
Arizona
$438K +$161K +3,196 +58%
MAG
427
MRA Advisory Group
New Jersey
$431K +$62K +1,233 +17%
RIA
428
Regal Investment Advisors
Michigan
$431K -$60.7K -1,206 -12%
WTC
429
WhitTier Trust Company
Nevada
$423K
CB
430
Centennial Bank
Arkansas
$420K +$169K +3,364 +68%
SCA
431
Snowden Capital Advisors
New York
$415K +$27K +536 +7%
HCA
432
Heck Capital Advisors
Wisconsin
$400K
FSA
433
Financial Services Advisory
Maryland
$397K
Corient Private Wealth
434
Corient Private Wealth
Florida
$380K -$1.17M -23,176 -75%
CPW
435
Cove Private Wealth
New York
$377K +$377K +7,500 New
OPWM
436
Oregon Pacific Wealth Management
Oregon
$375K -$40K -795 -10%
AWG
437
Altus Wealth Group
Colorado
$375K -$42K -834 -10%
PFS
438
Prospera Financial Services
Texas
$375K +$11.2K +223 +3%
MMA
439
Miracle Mile Advisors
California
$372K
MG
440
Mather Group
Illinois
$371K
CRC
441
Curi RMB Capital
Illinois
$367K +$7.8K +155 +2%
LA
442
Latitude Advisors
Florida
$363K -$323K -6,420 -47%
HI
443
Harbour Investments
Wisconsin
$348K -$50.1K -995 -13%
AIC
444
Archer Investment Corporation
Indiana
$346K -$19.6K -390 -5%
GSC
445
G&S Capital
Colorado
$342K -$366K -7,282 -52%
EPAM
446
Euro Pacific Asset Management
Puerto Rico
$338K -$553K -10,995 -62%
FFA
447
Florida Financial Advisors
Florida
$332K -$55.3K -1,100 -14%
VCP
448
Verus Capital Partners
Arizona
$328K +$26K +517 +9%
GLA
449
Good Life Advisors
Pennsylvania
$327K +$47.1K +936 +17%
MWM
450
Maridea Wealth Management
New York
$325K +$83.6K +1,662 +35%