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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 %
US Bancorp
501
US Bancorp
Minnesota
$145K -$214K -4,261 -60%
ACA
502
Atlas Capital Advisors
Wyoming
$114K -$101K -2,004 -47%
LC
503
Luminist Capital
Michigan
$94.4K +$3.97K +79 +4%
MPWT
504
MassMutual Private Wealth & Trust
Connecticut
$92.7K +$92.7K +1,842 New
TH
505
TCTC Holdings
Texas
$87.1K
PFBT
506
Parkside Financial Bank & Trust
Missouri
$85.4K
EWM
507
EPG Wealth Management
Georgia
$82.5K +$856 +17 +1%
ADL
508
Asset Dedication LLC
California
$79.6K +$79.6K +1,583 New
CA
509
CoreCap Advisors
Michigan
$65.4K -$1.21K -24 -2%
FHA
510
First Horizon Advisors
Tennessee
$63K
BOJHT
511
Bank of Jackson Hole Trust
Wyoming
$60.3K
BlackRock
512
BlackRock
New York
$59K -$44.4M -881,827 -100%
Fidelity Investments
513
Fidelity Investments
Massachusetts
$53.1K -$62.5K -1,243 -54%
CPG
514
Cornerstone Planning Group
New Jersey
$51.1K +$705 +14 +1%
VWM
515
Vermillion Wealth Management
Minnesota
$50.2K +$3.17K +63 +7%
KWM
516
Kiker Wealth Management
Georgia
$39.3K -$71.7K -1,426 -65%
BIG
517
Brooklyn Investment Group
New York
$38K +$38K +755 New
VWWMG
518
Vermillion & White Wealth Management Group
Pennsylvania
$35K
GWSA
519
Global Wealth Strategies & Associates
Colorado
$33.8K -$252 -5 -0.7%
EWP
520
Elevation Wealth Partners
California
$33.6K
AWM
521
Atticus Wealth Management
Florida
$29.9K
PB
522
Pinnacle Bancorp
Nebraska
$25K
BGAI
523
Bruce G. Allen Investments
Colorado
$22.1K +$251 +5 +1%
HHGA
524
Halbert Hargrove Global Advisors
California
$19.2K -$236K -4,691 -92%
DJSG
525
D.J. St. Germain
Massachusetts
$16.9K