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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
DCM
51
Disciplina Capital Management
Tennessee
$36.5M
SFG
52
Stonebridge Financial Group
Pennsylvania
$35.2M
CCP
53
Carmel Capital Partners
California
$35M
Bank of New York Mellon
54
Bank of New York Mellon
New York
$34.5M
AFP
55
Ausdal Financial Partners
Iowa
$34.1M
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$33.7M
CAL
57
Capital Analysts LLC
Pennsylvania
$33.3M
SPIA
58
Steward Partners Investment Advisory
New York
$32.9M
MIG
59
McGuire Investment Group
Rhode Island
$32M
LFAS
60
Level Four Advisory Services
Texas
$31.9M
VPP
61
Vertex Planning Partners
Illinois
$31.8M
MTC
62
Matrix Trust Company
Colorado
$30.8M
SC
63
Sykon Capital
New York
$29.3M
CC
64
Cypress Capital
Tennessee
$28.4M
RFA
65
Reyes Financial Architecture
California
$26.5M
WB
66
Webster Bank
Connecticut
$26M
MWM
67
Modern Wealth Management
Kansas
$25.8M
Mariner
68
Mariner
Kansas
$25.6M
BA
69
Bristlecone Advisors
Washington
$25.6M
TFA
70
Tobias Financial Advisors
Florida
$25.4M
WAP
71
Wealthcare Advisory Partners
Pennsylvania
$25.1M
PCM
72
Permanent Capital Management
Illinois
$24.9M
NPI
73
New Perspectives Inc
Mississippi
$23.8M
FFO
74
Fortitude Family Office
Arizona
$23.6M
GWM
75
Geneos Wealth Management
Colorado
$22.4M