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WisdomTree Floating Rate Treasury Fund

568 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 63 funds opening new positions, 263 increasing their positions, 191 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
93
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$545M
2 +$277M
3 +$59.4M
4
UBS Group
UBS Group
Switzerland
+$41.5M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$39.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AT
501
Avalon Trust
New Mexico
$196K
CPA
502
Cardiff Park Advisors
California
$196K
BTI
503
Blue Trust Inc
Georgia
$192K
CB
504
Community Bank
New York
$191K
CA
505
Continuum Advisory
Idaho
$185K
JFGIW
506
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$180K
MM
507
Main Management
California
$169K
Citigroup
508
Citigroup
New York
$157K
LWMI
509
Legacy Wealth Management (Idaho)
Idaho
$146K
Fidelity Investments
510
Fidelity Investments
Massachusetts
$116K
KWM
511
Kiker Wealth Management
Georgia
$111K
PCM
512
Penserra Capital Management
California
$107K
HFM
513
Hartford Financial Management
Connecticut
$104K
Fifth Third Bancorp
514
Fifth Third Bancorp
Ohio
$96.8K
LC
515
Luminist Capital
Michigan
$90.4K
TH
516
TCTC Holdings
Texas
$87.2K
PFBT
517
Parkside Financial Bank & Trust
Missouri
$85.4K
EB
518
Eastern Bank
Massachusetts
$84.8K
EWM
519
EPG Wealth Management
Georgia
$81.7K
CA
520
CoreCap Advisors
Michigan
$66.6K
FHA
521
First Horizon Advisors
Tennessee
$63.1K
BOJHT
522
Bank of Jackson Hole Trust
Wyoming
$60.3K
CPG
523
Cornerstone Planning Group
New Jersey
$50.5K
VWM
524
Vermillion Wealth Management
Minnesota
$47K
BBHC
525
Brown Brothers Harriman & Co
New York
$39.1K