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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 %
RW
76
Regimen Wealth
Georgia
$21.2M +$61.9K +1,230 +0.3%
SI
77
Stonekeep Investments
New Mexico
$21.1M -$725K -14,413 -3%
CFC
78
Client First Capital
California
$20.9M +$20.4M +405,331 +4,053%
SWM
79
Stonebridge Wealth Management
Illinois
$20.9M +$20.9M +414,856 New
SG
80
Sharper & Granite
California
$20.9M +$2.37M +47,114 +13%
CCP
81
Cassia Capital Partners
North Carolina
$20.1M -$571K -11,346 -3%
Goldman Sachs
82
Goldman Sachs
New York
$19.8M +$19.8M +394,149 New
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$19.5M +$13.7M +273,236 +239%
FLFS
84
Family Legacy Financial Solutions
North Carolina
$19M +$19M +377,362 New
BIP
85
Blue Investment Partners
California
$18.8M +$4.97M +98,700 +36%
EFH
86
Eaton Financial Holdings
Florida
$18.7M +$4.08M +81,011 +28%
NG
87
Novem Group
New York
$18.1M +$8.34M +165,733 +85%
SC
88
Sykon Capital
New York
$17.2M -$12M -239,423 -41%
UPS
89
UHLMANN PRICE SECURITIES
Illinois
$17M -$2.57M -51,168 -13%
Jones Financial Companies
90
Jones Financial Companies
Missouri
$16.7M +$3.2M +63,546 +24%
FSA
91
Financial Security Advisor
Virginia
$16.6M +$703K +13,968 +4%
MTC
92
Matrix Trust Company
Colorado
$16.4M -$14.4M -285,663 -47%
SOS
93
Silver Oak Securities
Tennessee
$16.4M +$2.26M +44,885 +16%
DC
94
Dorval Corp
Minnesota
$16.2M -$2.58M -51,203 -14%
CSP
95
Cary Street Partners
Virginia
$15.9M -$1.4M -27,742 -8%
CIA
96
Concurrent Investment Advisors
Florida
$15.7M -$641K -12,736 -4%
LW
97
Lauer Wealth
Indiana
$15.6M -$864K -17,140 -5%
MPW
98
Melone Private Wealth
Michigan
$15M -$4.11M -81,626 -22%
BWM
99
BlackDiamond Wealth Management
New York
$14.9M +$7.06M +140,302 +90%
GWANC
100
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.8M -$6.4M -127,171 -30%