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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
WA
576
Win Advisors
Florida
SFS
577
Security Financial Services
Indiana
TWP
578
Triad Wealth Partners
Kansas
WAM
579
WealthTrust Asset Management
Florida
EIA
580
Eldridge Investment Advisors
New Hampshire
LC
581
Lindbrook Capital
California
SAM
582
Synergy Asset Management
Washington
EP
583
Essential Planning
New Hampshire
BOSSRA
584
B.O.S.S. Retirement Advisors
Utah
EFG
585
Ehrlich Financial Group
California
EL
586
Essex LLC
Illinois
BOM
587
Bank of Marin
California
PAG
588
Private Advisory Group
Washington
VWM
589
Venturi Wealth Management
Texas
C
590
Certuity
Florida
CPRC
591
Consolidated Portfolio Review Corp
New York
Focus Partners Wealth
592
Focus Partners Wealth
Massachusetts
AMM
593
American Money Management
California
HWA
594
HCR Wealth Advisors
California
TWM
595
Trinity Wealth Management
Pennsylvania
MWM
596
Melfa Wealth Management
Massachusetts
TI
597
Tidal Investments
Wisconsin
VCM
598
Versant Capital Management
Arizona
SMAM
599
Sugar Maple Asset Management
Wisconsin
KIM
600
Kestra Investment Management
Texas