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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
GVAG
151
Great Valley Advisor Group
Delaware
$8.27M
EF
152
Envision Financial
Wisconsin
$8.21M
SFM
153
Signet Financial Management
New Jersey
$8.12M
Millennium Management
154
Millennium Management
New York
$8.05M
BWM
155
BlackDiamond Wealth Management
New York
$7.84M
IA
156
IFG Advisory
Georgia
$7.81M
MIA
157
Milestone Investment Advisors
Wisconsin
$7.78M
AAS
158
Avantax Advisory Services
Texas
$7.68M
EWM
159
Elmwood Wealth Management
California
$7.61M
WWA
160
WCG Wealth Advisors
Nevada
$7.49M
CFP
161
Curran Financial Partners
South Carolina
$7.47M
DADC
162
D.A. Davidson & Co
Montana
$7.47M
PA
163
PFG Advisors
Arizona
$7.4M
CIA
164
Christian Investment Advisors
Texas
$7.37M
LWANC
165
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.34M
GAA
166
Global Assets Advisory
Florida
$7.26M
P
167
&Partners
Tennessee
$7.15M
AWM
168
AE Wealth Management
Kansas
$7.14M
FFS
169
Founders Financial Securities
Maryland
$7.13M
ACM
170
Andina Capital Management
Utah
$7.02M
AWM
171
Activest Wealth Management
Florida
$6.99M
CWM
172
Collaborative Wealth Management
Florida
$6.97M
KWM
173
Keebeck Wealth Management
Illinois
$6.77M
MWML
174
M Wealth Management LLC
California
$6.62M
FWM
175
Fortress Wealth Management
California
$6.55M