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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
WSFS
526
Wilmington Savings Fund Society
Delaware
$37.7K
VWWMG
527
Vermillion & White Wealth Management Group
Pennsylvania
$35K
GWSA
528
Global Wealth Strategies & Associates
Colorado
$34.1K
EWP
529
Elevation Wealth Partners
California
$33.6K
MBFW
530
Morton Brown Family Wealth
Pennsylvania
$32.5K
CCM
531
Coldstream Capital Management
Washington
$31.7K
AWM
532
Atticus Wealth Management
Florida
$29.9K
WF
533
Wayfinding Financial
Washington
$27K
PB
534
Pinnacle Bancorp
Nebraska
$25K
T
535
Tidemark
California
$22.5K
BGAI
536
Bruce G. Allen Investments
Colorado
$21.9K
CIBC Private Wealth Group
537
CIBC Private Wealth Group
Georgia
$18.6K
DJSG
538
D.J. St. Germain
Massachusetts
$16.9K
GIA
539
GHP Investment Advisors
Colorado
$16K
GCM
540
Gables Capital Management
Florida
$15.1K
1IA
541
1620 Investment Advisors
Massachusetts
$14.2K
CFD
542
Creative Financial Designs
Indiana
$12.4K
RI
543
Ridgewood Investments
New Jersey
$11.1K
PGAM
544
Princeton Global Asset Management
New Jersey
$10.1K
C
545
Covestor
United Kingdom
$10K
HWP
546
Highline Wealth Partners
California
$9.93K
AF
547
Advisornet Financial
Minnesota
$7.7K
BWM
548
Bernard Wealth Management
Michigan
$7.35K
SWM
549
Spire Wealth Management
Virginia
$7.05K
TFGT
550
TS Financial Group (TSFG)
Illinois
$7K