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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 %
AG
151
AlTi Global
New York
$9.18M -$1.03M -20,447 -10%
IA
152
IFG Advisory
Georgia
$9.03M +$1.23M +24,467 +16%
NWM
153
Napa Wealth Management
California
$8.83M +$7.29M +144,847 +473%
MAC
154
Mason & Associates (California)
California
$8.63M -$2.83M -56,254 -25%
TCWM
155
Total Clarity Wealth Management
Illinois
$8.56M -$3.77M -74,841 -31%
BA
156
Bristlecone Advisors
Washington
$8.49M -$17.1M -339,932 -67%
LC
157
Landaas & Company
Wisconsin
$8.35M +$8.35M +166,016 New
Kovitz Investment Group Partners
158
Kovitz Investment Group Partners
Illinois
$8.15M +$4.1M +81,455 +101%
HF
159
HRT Financial
New York
$8.12M -$8.24M -163,755 -50%
ACG
160
Allen Capital Group
Nebraska
$7.86M -$1.72M -34,151 -18%
NL
161
NVWM LLC
Pennsylvania
$7.77M +$2.49M +49,420 +47%
GSWM
162
Golden State Wealth Management
California
$7.67M +$1.66M +33,009 +28%
KAM
163
Knightsbridge Asset Management
California
$7.58M +$7.58M +150,680 New
VWM
164
Vigilare Wealth Management
Arizona
$7.56M +$5.55M +110,361 +277%
BWP
165
Bernardo Wealth Planning
Pennsylvania
$7.53M +$2.53M +50,292 +51%
FFS
166
Founders Financial Securities
Maryland
$7.53M +$399K +7,936 +6%
P
167
&Partners
Tennessee
$7.53M +$404K +8,055 +6%
PAWA
168
Palo Alto Wealth Advisors
California
$7.38M +$1.48M +29,358 +25%
CFP
169
Curran Financial Partners
South Carolina
$7.34M -$134K -2,661 -2%
KWM
170
Kingsview Wealth Management
Oregon
$7.27M -$1.24M -24,735 -15%
IWP
171
Invenio Wealth Partners
Florida
$7.08M +$902K +17,921 +15%
CCA
172
Cypress Capital Advisors
Tennessee
$7.03M +$620K +12,316 +10%
CCAM
173
Cascades Capital Asset Management
North Carolina
$6.96M +$650K +12,912 +10%
AWM
174
Activest Wealth Management
Florida
$6.95M -$40.1K -797 -0.6%
GWM
175
Geneos Wealth Management
Colorado
$6.9M -$15.5M -307,241 -69%