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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 %
MFG
126
Merit Financial Group
Georgia
$11.3M +$1.84M +36,624 +20%
MML Investors Services
127
MML Investors Services
Massachusetts
$11.2M +$1.22M +24,221 +12%
MWM
128
Moulton Wealth Management
Washington
$11.2M -$6.21M -123,424 -36%
TCM
129
TD Capital Management
Tennessee
$11.1M -$1.26M -25,137 -10%
HIP
130
HUB Investment Partners
Texas
$11M +$70.5K +1,401 +0.6%
PA
131
Procyon Advisors
Connecticut
$10.9M +$2.04M +40,580 +23%
EH
132
Equitable Holdings
New York
$10.8M +$780K +15,503 +8%
EF
133
Envision Financial
Wisconsin
$10.8M +$2.59M +51,411 +32%
SWP
134
Stratos Wealth Partners
Ohio
$10.7M -$194K -3,859 -2%
AWS
135
Atria Wealth Solutions
New York
$10.6M -$8.56M -170,167 -45%
IWC
136
Integrated Wealth Concepts
Massachusetts
$10.4M +$455K +9,042 +5%
NA
137
NewEdge Advisors
Louisiana
$10.4M +$1.71M +34,016 +20%
CAM
138
Cresset Asset Management
Illinois
$10.3M +$7.88M +156,695 +323%
PGWM
139
Parisi Gray Wealth Management
New Jersey
$10.1M -$857K -17,035 -8%
UAS
140
United Asset Strategies
New York
$10.1M -$7.25M -144,081 -42%
FFO
141
Fortitude Family Office
Arizona
$10M -$13.6M -270,090 -57%
TRCT
142
Tower Research Capital (TRC)
New York
$10M +$10M +199,218 New
CRWM
143
Castle Rock Wealth Management
California
$9.86M +$111K +2,194 +1%
LFS
144
Leibman Financial Services
Nebraska
$9.86M -$4.79M -95,223 -33%
CI
145
Cambiar Investors
Colorado
$9.78M +$961K +19,108 +11%
CM
146
Capital Management
Virginia
$9.67M -$536K -10,660 -5%
Cerity Partners
147
Cerity Partners
New York
$9.63M +$823K +16,363 +9%
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
$9.5M +$9.5M +188,787 New
MIA
149
Milestone Investment Advisors
Wisconsin
$9.46M +$1.68M +33,354 +22%
MAA
150
Mraz Amerine & Associates
California
$9.46M +$3.39M +67,420 +56%