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WisdomTree Floating Rate Treasury Fund

555 hedge funds and large institutions have $11.7B invested in WisdomTree Floating Rate Treasury Fund in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 224 increasing their positions, 226 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
555
Holders Change
-12
Holders Change %
-2.12%
% of All Funds
7.44%
Holding in Top 10
92
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.08%
% of All Funds
1.23%
New
56
Increased
224
Reduced
226
Closed
60
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
51
Capital Analysts LLC
Pennsylvania
$34.4M +$1.19M +23,706 +4%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$33.9M -$569K -11,303 -2%
HP
53
Holistic Planning
Texas
$33.8M -$4.82M -95,825 -12%
IA
54
Inspire Advisors
Idaho
$33.7M -$4.06M -80,721 -11%
RFA
55
Reyes Financial Architecture
California
$33.1M +$6.69M +132,966 +25%
FCM
56
Fourpath Capital Management
Oklahoma
$32.8M +$12M +239,139 +58%
LFAS
57
Level Four Advisory Services
Texas
$31.2M -$668K -13,274 -2%
DCM
58
Disciplina Capital Management
Tennessee
$31.1M -$5.32M -105,795 -15%
AssetMark Inc
59
AssetMark Inc
California
$31M -$22.3M -443,324 -42%
UIC
60
Uniplan Investment Counsel
Wisconsin
$31M +$11.1M +220,103 +56%
MIG
61
McGuire Investment Group
Rhode Island
$31M -$962K -19,122 -3%
VPP
62
Vertex Planning Partners
Illinois
$30.5M -$1.34M -26,589 -4%
CC
63
Cypress Capital
Tennessee
$30.2M +$1.83M +36,416 +6%
CCP
64
Carmel Capital Partners
California
$30M -$4.92M -97,808 -14%
TFA
65
Tobias Financial Advisors
Florida
$28.7M +$3.33M +66,157 +13%
LWL
66
Leo Wealth LLC
Texas
$26.8M +$15.5M +307,600 +136%
Kayne Anderson Rudnick Investment Management
67
Kayne Anderson Rudnick Investment Management
California
$25.6M +$3.3M +65,560 +15%
NPI
68
New Perspectives Inc
Mississippi
$25.4M +$1.62M +32,249 +7%
FNC
69
First National Corp
Massachusetts
$25.1M +$8.52M +169,347 +51%
TFG
70
Team Financial Group
California
$24.6M +$3.19M +63,504 +15%
AFP
71
Ausdal Financial Partners
Iowa
$24.3M -$9.73M -193,384 -29%
MWM
72
Modern Wealth Management
Kansas
$24.1M -$1.68M -33,322 -7%
EMAM
73
Encompass More Asset Management
California
$23.3M +$9M +178,965 +63%
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$22.4M -$2.75M -54,630 -11%
WB
75
Webster Bank
Connecticut
$21.5M -$4.47M -88,884 -17%