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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
SWP
126
Stratos Wealth Partners
Ohio
$10.9M
HIP
127
HUB Investment Partners
Texas
$10.9M
AIP
128
Almanack Investment Partners
Pennsylvania
$10.3M
CM
129
Capital Management
Virginia
$10.2M
AG
130
AlTi Global
New York
$10.2M
FHA
131
Flagship Harbor Advisors
Massachusetts
$10.2M
EH
132
Equitable Holdings
New York
$10M
MML Investors Services
133
MML Investors Services
Massachusetts
$9.97M
IWC
134
Integrated Wealth Concepts
Massachusetts
$9.92M
SWMG
135
Sanchez Wealth Management Group
Florida
$9.92M
WWM
136
Western Wealth Management
Colorado
$9.85M
NG
137
Novem Group
New York
$9.77M
CRWM
138
Castle Rock Wealth Management
California
$9.73M
SL
139
SFM LLC
New Hampshire
$9.73M
HCM
140
Howard Capital Management
Georgia
$9.64M
ACG
141
Allen Capital Group
Nebraska
$9.58M
MFG
142
Merit Financial Group
Georgia
$9.42M
AWM
143
Axxcess Wealth Management
California
$9.39M
FIS
144
Fischer Investment Strategies
California
$9.35M
PA
145
Procyon Advisors
Connecticut
$8.88M
CI
146
Cambiar Investors
Colorado
$8.82M
Cerity Partners
147
Cerity Partners
New York
$8.81M
NA
148
NewEdge Advisors
Louisiana
$8.64M
KWM
149
Kingsview Wealth Management
Oregon
$8.52M
UFA
150
US Financial Advisors
Massachusetts
$8.43M