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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.

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 Market Value Shares Shares
Change
Shares
Change %
CPA
501
Cardiff Park Advisors
California
$196K 3,888 +26 +0.7%
BTI
502
Blue Trust Inc
Georgia
$192K 3,808
CB
503
Community Bank
New York
$191K 3,795 -1,651 -30%
CA
504
Continuum Advisory
Idaho
$185K 3,678 -1,840 -33%
JFGIW
505
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$180K 3,580
MM
506
Main Management
California
$169K 3,356 -1,791 -35%
Citigroup
507
Citigroup
New York
$157K 3,115 -58 -2%
LWMI
508
Legacy Wealth Management (Idaho)
Idaho
$146K 2,897 +2,017 +229%
Fidelity Investments
509
Fidelity Investments
Massachusetts
$116K 2,299 +460 +25%
KWM
510
Kiker Wealth Management
Georgia
$111K 2,207 +2,207 New
PCM
511
Penserra Capital Management
California
$107K 2,139 +966 +82%
HFM
512
Hartford Financial Management
Connecticut
$104K 2,061
Fifth Third Bancorp
513
Fifth Third Bancorp
Ohio
$96.8K 1,923 -259 -12%
LC
514
Luminist Capital
Michigan
$90.4K 1,797 +1,267 +239%
TH
515
TCTC Holdings
Texas
$87.2K 1,732
PFBT
516
Parkside Financial Bank & Trust
Missouri
$85.4K 1,697
EB
517
Eastern Bank
Massachusetts
$84.8K 1,685
EWM
518
EPG Wealth Management
Georgia
$81.7K 1,623 +17 +1%
CA
519
CoreCap Advisors
Michigan
$66.6K 1,324 -9 -0.7%
FHA
520
First Horizon Advisors
Tennessee
$63.1K 1,253 +544 +77%
BOJHT
521
Bank of Jackson Hole Trust
Wyoming
$60.3K 1,198
CPG
522
Cornerstone Planning Group
New Jersey
$50.5K 1,001 -142 -12%
VWM
523
Vermillion Wealth Management
Minnesota
$47K 935 +77 +9%
BBHC
524
Brown Brothers Harriman & Co
New York
$39.1K 777 -2,125 -73%
WSFS
525
Wilmington Savings Fund Society
Delaware
$37.7K 750 -2,050 -73%