USFR icon

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 %
FFS
451
Flavin Financial Services
Florida
$309K
MOS
452
MGO One Seven
Ohio
$308K +$20.5K +407 +7%
AC
453
Apella Capital
Connecticut
$305K -$3.17K -63 -1%
VCP
454
Verus Capital Partners
Arizona
$303K +$303K +6,011 New
FA
455
Fiduciary Alliance
South Carolina
$302K +$302K +6,000 New
PG
456
Prostatis Group
Maryland
$299K +$299K +5,950 New
CAM
457
Creekmur Asset Management
Illinois
$296K -$453 -9 -0.2%
VBFP
458
Valtinson Bruner Financial Planning
Minnesota
$295K
GG
459
GenWealth Group
New Jersey
$294K +$81.9K +1,627 +39%
GLA
460
Good Life Advisors
Pennsylvania
$280K +$26.5K +526 +10%
FF
461
Friedenthal Financial
New Jersey
$279K +$208K +4,130 +294%
DAS
462
Dynamic Advisor Solutions
Arizona
$277K +$277K +5,501 New
NS
463
NBC Securities
Alabama
$271K +$271K +5,378 +59,756%
VWA
464
VERITY Wealth Advisors
United States
$265K
HHGA
465
Halbert Hargrove Global Advisors
California
$255K -$95.6M -1,899,892 -100%
LBC
466
Lowe Brockenbrough & Co
Virginia
$254K -$5.03K -100 -2%
BWP
467
Baldwin Wealth Partners
Massachusetts
$252K
FIA
468
Foundations Investment Advisors
Arizona
$252K -$159K -3,167 -39%
LSA
469
L & S Advisors
California
$252K
MMM
470
Mendel Money Management
Illinois
$251K +$28.9K +575 +13%
CB
471
Centennial Bank
Arkansas
$250K +$250K +4,976 New
RWA
472
Redmont Wealth Advisors
Illinois
$248K -$52.9K -1,051 -18%
FSA
473
Financial Sense Advisors
California
$247K +$247K +4,902 New
VC
474
Veracity Capital
Georgia
$247K +$247K +4,899 New
Jane Street
475
Jane Street
New York
$246K -$8.95M -177,804 -97%