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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 %
VWWMG
526
Vermillion & White Wealth Management Group
Pennsylvania
$35K 695
GWSA
527
Global Wealth Strategies & Associates
Colorado
$34.1K 677 -41,148 -98%
EWP
528
Elevation Wealth Partners
California
$33.6K 667
MBFW
529
Morton Brown Family Wealth
Pennsylvania
$32.5K 645 +645 New
CCM
530
Coldstream Capital Management
Washington
$31.7K 630 +630 New
AWM
531
Atticus Wealth Management
Florida
$29.9K 595 -874 -59%
WF
532
Wayfinding Financial
Washington
$27K 545 +545 New
PB
533
Pinnacle Bancorp
Nebraska
$25K 497
T
534
Tidemark
California
$22.5K 446 -1,366 -75%
BGAI
535
Bruce G. Allen Investments
Colorado
$21.9K 435 +4 +0.9%
CIBC Private Wealth Group
536
CIBC Private Wealth Group
Georgia
$18.6K 369 -272 -42%
DJSG
537
D.J. St. Germain
Massachusetts
$16.9K 336 +336 New
GIA
538
GHP Investment Advisors
Colorado
$16K 318 +299 +1,574%
GCM
539
Gables Capital Management
Florida
$15.1K 300
1IA
540
1620 Investment Advisors
Massachusetts
$14.2K 282
CFD
541
Creative Financial Designs
Indiana
$12.4K 246 +246 New
RI
542
Ridgewood Investments
New Jersey
$11.1K 221 -1,976 -90%
PGAM
543
Princeton Global Asset Management
New Jersey
$10.1K 200
C
544
Covestor
United Kingdom
$10K 191 -416 -69%
HWP
545
Highline Wealth Partners
California
$9.93K 197 +2 +1%
AF
546
Advisornet Financial
Minnesota
$7.7K 153 -2,135 -93%
BWM
547
Bernard Wealth Management
Michigan
$7.35K 146 +134 +1,117%
SWM
548
Spire Wealth Management
Virginia
$7.06K 140 +1 +0.7%
TFGT
549
TS Financial Group (TSFG)
Illinois
$7K 130 +1 +0.8%
IHWM
550
Iron Horse Wealth Management
Iowa
$6.69K 133 +133 New