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WisdomTree Floating Rate Treasury Fund

567 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 62 funds opening new positions, 263 increasing their positions, 191 reducing their positions, and 43 closing their positions.

Holders
567
Holders Change
+8
Holders Change %
+1.43%
% of All Funds
7.7%
Holding in Top 10
93
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.9%
% of All Funds
1.26%
New
62
Increased
263
Reduced
191
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CCAL
176
Cypress Capital Advisors, LLC
Tennessee
$6.42M 127,471 -12,368 -9%
ASN
177
Advisory Services Network
Georgia
$6.32M 125,571 +3,968 +3%
CCAM
178
Cascades Capital Asset Management
North Carolina
$6.31M 125,444 +11,450 +10%
JWCA
179
J.W. Cole Advisors
Florida
$6.24M 124,015 +85,056 +218%
IWP
180
Invenio Wealth Partners
Florida
$6.18M 122,788 +67,020 +120%
AAS
181
Ameritas Advisory Services
Nebraska
$6.14M 121,975 +5,374 +5%
WA
182
Waverly Advisors
Alabama
$6.09M 121,030 +35,811 +42%
MAA
183
Mraz Amerine & Associates
California
$6.06M 120,517 +120,517 New
GSWM
184
Golden State Wealth Management
California
$6.01M 119,397 -11,477 -9%
YWM
185
Yoder Wealth Management
California
$6.01M 119,378 -2,278 -2%
PAWA
186
Palo Alto Wealth Advisors
California
$5.91M 117,326 -41,597 -26%
VPF
187
Vantage Point Financial
Illinois
$5.88M 116,860 +1,705 +1%
BAM
188
Belpointe Asset Management
Nevada
$5.83M 115,894 +91,614 +377%
BFG
189
Beacon Financial Group
Texas
$5.8M 115,316 -18,847 -14%
TC
190
TownSquare Capital
Utah
$5.76M 114,449 +18,377 +19%
ETC
191
Exchange Traded Concepts
Oklahoma
$5.75M 114,315 -26,450 -19%
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$5.75M 114,174 +70,729 +163%
CIAS
193
Capital Investment Advisory Services
North Carolina
$5.62M 111,680 +2,892 +3%
EI
194
Ellevest Inc
New York
$5.62M 111,595
EWA
195
Etesian Wealth Advisors
Oregon
$5.55M 110,281 +7,622 +7%
CW
196
CreativeOne Wealth
Kansas
$5.33M 105,948 +9,956 +10%
NL
197
NVWM LLC
Pennsylvania
$5.29M 105,009 -23,886 -19%
Natixis Advisors
198
Natixis Advisors
Massachusetts
$5.28M 104,957 -3,787 -3%
OC
199
Optima Capital
Oregon
$5.28M 104,935 +60,622 +137%
NL
200
NWAM LLC
Washington
$5.12M 101,703 +15,287 +18%