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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
LMKC
201
L.M. Kohn & Company
Ohio
$5.04M
BWP
202
Bernardo Wealth Planning
Pennsylvania
$5.01M
EFA
203
Evernest Financial Advisors
Indiana
$4.97M
SMG
204
Smart Money Group
Texas
$4.77M
FFN
205
Focus Financial Network
Minnesota
$4.77M
MA
206
MBA Advisors
Pennsylvania
$4.6M
FGA
207
Fortis Group Advisors
New Jersey
$4.51M
GS
208
GTS Securities
New York
$4.43M
MFG
209
Magnus Financial Group
New York
$4.26M
CL
210
CIM LLC
New York
$4.25M
AWE
211
Avidian Wealth Enterprises
Texas
$4.22M
LAS
212
LWM Advisory Services
Florida
$4.14M
WCAMG
213
Woodard & Company Asset Management Group
North Carolina
$4.1M
Kovitz Investment Group Partners
214
Kovitz Investment Group Partners
Illinois
$4.05M
PAS
215
Park Avenue Securities
New York
$4.02M
WSWA
216
Warren Street Wealth Advisors
California
$4.02M
HP
217
Haven Private
Florida
$4.01M
AFM
218
Aspetuck Financial Management
Connecticut
$3.94M
SG
219
StoneX Group
New York
$3.89M
AF
220
Allworth Financial
California
$3.89M
IA
221
IFP Advisors
Florida
$3.88M
HPC
222
Hobart Private Capital
North Carolina
$3.85M
GFG
223
Goldstone Financial Group
Illinois
$3.72M
IIA
224
Integrity Investment Advisors
Colorado
$3.7M
AA
225
Addison Advisors
Vermont
$3.7M