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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 %
CQWA
451
Chokshi & Queen Wealth Advisors
California
$323K -$111K -2,198 -25%
PG
452
Prostatis Group
Maryland
$323K +$24K +477 +8%
GG
453
GenWealth Group
New Jersey
$320K +$26.4K +524 +9%
IWA
454
Icon Wealth Advisors
Texas
$314K
AC
455
Apella Capital
Connecticut
$305K
IA
456
Insight Advisors
Pennsylvania
$304K -$607K -12,058 -67%
WE
457
Wealth Effects
Massachusetts
$303K +$303K +6,024 New
FA
458
Fiduciary Alliance
South Carolina
$302K
TWM
459
Trueblood Wealth Management
Ohio
$302K +$302K +6,000 New
SPC
460
Sigma Planning Corp
Michigan
$300K -$77K -1,531 -20%
BCM
461
Brookstone Capital Management
Illinois
$298K +$298K +5,931 New
CAM
462
Creekmur Asset Management
Illinois
$296K -$101 -2 -0%
VBFP
463
Valtinson Bruner Financial Planning
Minnesota
$295K
DWT
464
Dorsey & Whitney Trust
South Dakota
$285K -$100K -1,988 -26%
NS
465
NBC Securities
Alabama
$284K +$13K +259 +5%
GAM
466
Gotham Asset Management
New York
$280K +$280K +5,569 New
FAM
467
Frontier Asset Management
Wyoming
$270K +$270K +5,375 New
KWA
468
Kingswood Wealth Advisors
California
$270K +$270K +5,371 New
VWA
469
VERITY Wealth Advisors
United States
$265K
EB
470
Eastern Bank
Massachusetts
$263K +$178K +3,545 +210%
TCM
471
Traynor Capital Management
Pennsylvania
$258K +$258K +5,130 New
FIA
472
Foundations Investment Advisors
Arizona
$255K +$3.37K +67 +1%
S
473
SignatureFD
Georgia
$255K +$26.2K +521 +11%
BWP
474
Baldwin Wealth Partners
Massachusetts
$252K
LSA
475
L & S Advisors
California
$252K