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WisdomTree Floating Rate Treasury Fund

554 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, 223 increasing their positions, 226 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
-13
Holders Change %
-2.29%
% of All Funds
7.43%
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
223
Reduced
226
Closed
60
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FGA
201
Fortis Group Advisors
New Jersey
$4.44M -$66.7K -1,326 -1%
SG
202
StoneX Group
New York
$4.43M +$540K +10,743 +14%
VPF
203
Vantage Point Financial
Illinois
$4.42M -$1.46M -28,949 -25%
HPC
204
Hobart Private Capital
North Carolina
$4.36M +$509K +10,117 +13%
OC
205
Optima Capital
Oregon
$4.33M -$954K -18,968 -18%
CL
206
CIM LLC
New York
$4.32M +$70.1K +1,393 +2%
Natixis Advisors
207
Natixis Advisors
Massachusetts
$4.32M -$960K -19,089 -18%
LMKC
208
L.M. Kohn & Company
Ohio
$4.29M -$747K -14,847 -15%
Wealthfront Advisers
209
Wealthfront Advisers
California
$4.27M +$977K +19,410 +30%
LAS
210
LWM Advisory Services
Florida
$4.22M +$83.9K +1,668 +2%
MSAM
211
Moloney Securities Asset Management
Missouri
$4.22M +$1.65M +32,754 +64%
AWE
212
Avidian Wealth Enterprises
Texas
$4.21M -$1.96K -39 -0%
WCAMG
213
Woodard & Company Asset Management Group
North Carolina
$4.19M +$95.9K +1,907 +2%
AAS
214
Ameritas Advisory Services
Nebraska
$4.18M -$1.96M -38,911 -32%
KWM
215
Keebeck Wealth Management
Illinois
$4.08M -$2.69M -53,415 -40%
CW
216
CreativeOne Wealth
Kansas
$3.88M -$1.45M -28,798 -27%
AF
217
Allworth Financial
California
$3.87M -$2.21K -44 -0.1%
GRP
218
Global Retirement Partners
California
$3.84M +$3.84M +76,284 New
BCI
219
Brinker Capital Investments
Pennsylvania
$3.82M +$305K +6,064 +9%
AFM
220
Aspetuck Financial Management
Connecticut
$3.73M -$207K -4,111 -5%
IIA
221
Integrity Investment Advisors
Colorado
$3.64M -$51.4K -1,021 -1%
Citadel Advisors
222
Citadel Advisors
Florida
$3.57M +$3.57M +70,876 New
PA
223
PFG Advisors
Arizona
$3.56M -$3.84M -76,395 -52%
Truist Financial
224
Truist Financial
North Carolina
$3.54M +$494K +9,813 +16%
AA
225
Addison Advisors
Vermont
$3.5M -$191K -3,804 -5%