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WisdomTree Floating Rate Treasury Fund

555 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, 224 increasing their positions, 226 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
555
Holders Change
-12
Holders Change %
-2.12%
% of All Funds
7.44%
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
224
Reduced
226
Closed
60
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
201
Magnus Financial Group
New York
$4.51M +$255K +5,077 +6%
FGA
202
Fortis Group Advisors
New Jersey
$4.44M -$66.7K -1,326 -1%
SG
203
StoneX Group
New York
$4.43M +$540K +10,743 +14%
VPF
204
Vantage Point Financial
Illinois
$4.42M -$1.46M -28,949 -25%
HPC
205
Hobart Private Capital
North Carolina
$4.36M +$509K +10,117 +13%
OC
206
Optima Capital
Oregon
$4.33M -$954K -18,968 -18%
CL
207
CIM LLC
New York
$4.32M +$70.1K +1,393 +2%
Natixis Advisors
208
Natixis Advisors
Massachusetts
$4.32M -$960K -19,089 -18%
LMKC
209
L.M. Kohn & Company
Ohio
$4.29M -$747K -14,847 -15%
Wealthfront Advisers
210
Wealthfront Advisers
California
$4.27M +$977K +19,410 +30%
LAS
211
LWM Advisory Services
Florida
$4.22M +$83.9K +1,668 +2%
MSAM
212
Moloney Securities Asset Management
Missouri
$4.22M +$1.65M +32,754 +64%
AWE
213
Avidian Wealth Enterprises
Texas
$4.21M -$1.96K -39 -0%
WCAMG
214
Woodard & Company Asset Management Group
North Carolina
$4.19M +$95.9K +1,907 +2%
AAS
215
Ameritas Advisory Services
Nebraska
$4.18M -$1.96M -38,911 -32%
KWM
216
Keebeck Wealth Management
Illinois
$4.08M -$2.69M -53,415 -40%
CW
217
CreativeOne Wealth
Kansas
$3.88M -$1.45M -28,798 -27%
AF
218
Allworth Financial
California
$3.87M -$2.21K -44 -0.1%
GRP
219
Global Retirement Partners
California
$3.84M +$3.84M +76,284 New
BCI
220
Brinker Capital Investments
Pennsylvania
$3.82M +$305K +6,064 +9%
AFM
221
Aspetuck Financial Management
Connecticut
$3.73M -$207K -4,111 -5%
IIA
222
Integrity Investment Advisors
Colorado
$3.64M -$51.4K -1,021 -1%
Citadel Advisors
223
Citadel Advisors
Florida
$3.57M +$3.57M +70,876 New
PA
224
PFG Advisors
Arizona
$3.56M -$3.84M -76,395 -52%
Truist Financial
225
Truist Financial
North Carolina
$3.54M +$494K +9,813 +16%