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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
CCA
176
Cypress Capital Advisors
Tennessee
$6.42M
ASN
177
Advisory Services Network
Georgia
$6.32M
CCAM
178
Cascades Capital Asset Management
North Carolina
$6.31M
JWCA
179
J.W. Cole Advisors
Florida
$6.24M
IWP
180
Invenio Wealth Partners
Florida
$6.18M
AAS
181
Ameritas Advisory Services
Nebraska
$6.14M
WA
182
Waverly Advisors
Alabama
$6.09M
MAA
183
Mraz Amerine & Associates
California
$6.06M
GSWM
184
Golden State Wealth Management
California
$6.01M
YWM
185
Yoder Wealth Management
California
$6.01M
PAWA
186
Palo Alto Wealth Advisors
California
$5.91M
VPF
187
Vantage Point Financial
Illinois
$5.88M
BAM
188
Belpointe Asset Management
Nevada
$5.83M
BFG
189
Beacon Financial Group
Texas
$5.8M
TC
190
TownSquare Capital
Utah
$5.76M
ETC
191
Exchange Traded Concepts
Oklahoma
$5.75M
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$5.75M
CIAS
193
Capital Investment Advisory Services
North Carolina
$5.62M
EI
194
Ellevest Inc
New York
$5.62M
EWA
195
Etesian Wealth Advisors
Oregon
$5.55M
CW
196
CreativeOne Wealth
Kansas
$5.33M
NL
197
NVWM LLC
Pennsylvania
$5.29M
Natixis Advisors
198
Natixis Advisors
Massachusetts
$5.28M
OC
199
Optima Capital
Oregon
$5.28M
NL
200
NWAM LLC
Washington
$5.12M