USFR icon

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
MWM
451
Maridea Wealth Management
New York
$325K
CQWA
452
Chokshi & Queen Wealth Advisors
California
$323K
PG
453
Prostatis Group
Maryland
$323K
GG
454
GenWealth Group
New Jersey
$320K
IWA
455
Icon Wealth Advisors
Texas
$314K
AC
456
Apella Capital
Connecticut
$305K
IA
457
Insight Advisors
Pennsylvania
$304K
WE
458
Wealth Effects
Massachusetts
$303K
FA
459
Fiduciary Alliance
South Carolina
$302K
TWM
460
Trueblood Wealth Management
Ohio
$302K
SPC
461
Sigma Planning Corp
Michigan
$300K
BCM
462
Brookstone Capital Management
Illinois
$298K
CAM
463
Creekmur Asset Management
Illinois
$296K
VBFP
464
Valtinson Bruner Financial Planning
Minnesota
$295K
DWT
465
Dorsey & Whitney Trust
South Dakota
$285K
NS
466
NBC Securities
Alabama
$284K
GAM
467
Gotham Asset Management
New York
$280K
FAM
468
Frontier Asset Management
Wyoming
$270K
KWA
469
Kingswood Wealth Advisors
California
$270K
VWA
470
VERITY Wealth Advisors
United States
$265K
EB
471
Eastern Bank
Massachusetts
$263K
TCM
472
Traynor Capital Management
Pennsylvania
$258K
FIA
473
Foundations Investment Advisors
Arizona
$255K
S
474
SignatureFD
Georgia
$255K
BWP
475
Baldwin Wealth Partners
Massachusetts
$252K