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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
IHWM
551
Iron Horse Wealth Management
Iowa
$6.69K
HNB
552
Huntington National Bank
Ohio
$6.54K
CFO
553
CVA Family Office
Colorado
$6.29K
NFSG
554
Newbridge Financial Services Group
Florida
$5.99K
TPCW
555
TD Private Client Wealth
New York
$3.22K
GEA
556
Glen Eagle Advisors
New Jersey
$2.87K
PCA
557
PMV Capital Advisers
Texas
$2.42K
MAS
558
MPWM Advisory Solutions
Georgia
$2.22K
PA
559
Parallel Advisors
California
$2.21K
GM
560
GeoWealth Management
Illinois
$2.03K
MSG
561
Main Street Group
Virginia
$1.86K
MSWA
562
Marshall & Sterling Wealth Advisors
New York
$1.25K
RBC
563
Roble Belko & Company
Pennsylvania
$1K
RIL
564
Rothschild Investment LLC
Illinois
$705
MA
565
MCF Advisors
Kentucky
$554
SAS
566
Spurstone Advisory Services
Connecticut
$553
AG
567
AmeriFlex Group
Nevada
$304
CFG
568
Copley Financial Group
California
$201
SWIM
569
Smallwood Wealth Investment Management
New Jersey
$50
IAA
570
Independent Advisor Alliance
North Carolina
II
571
Inspire Investing
Idaho
SWM
572
Stapp Wealth Management
Washington
Susquehanna International Group
573
Susquehanna International Group
Pennsylvania
Goldman Sachs
574
Goldman Sachs
New York
ECA
575
Elevation Capital Advisory
Oregon