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WisdomTree Floating Rate Treasury Fund

549 hedge funds and large institutions have $10.9B invested in WisdomTree Floating Rate Treasury Fund in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 207 increasing their positions, 237 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

9% less funds holding in top 10

Funds holding in top 10: 9385 (-8)

13% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 237

Holders
549
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
85
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
226
Addison Advisors
Vermont
$3.33M
JSL
227
JT Stratford LLC
Georgia
$3.33M
MCC
228
Money Concepts Capital
Florida
$3.26M
EFG
229
Ethos Financial Group
Pennsylvania
$3.2M
GWSG
230
GPS Wealth Strategies Group
Colorado
$3.2M
AIP
231
Almanack Investment Partners
Pennsylvania
$3.19M
MWAM
232
Manhattan West Asset Management
California
$3.19M
GWP
233
Gateway Wealth Partners
Wisconsin
$3.17M
SEIA
234
Signature Estate & Investment Advisors
California
$3.17M
HW
235
Hamilton Wealth
California
$3.17M
Truist Financial
236
Truist Financial
North Carolina
$3.14M
Janney Montgomery Scott
237
Janney Montgomery Scott
Pennsylvania
$3.1M
IIA
238
Integrity Investment Advisors
Colorado
$3.09M
FGA
239
Fortis Group Advisors
New Jersey
$3.08M
HA
240
Herold Advisors
New York
$2.95M
PA
241
PFG Advisors
Arizona
$2.94M
NL
242
NWAM LLC
Washington
$2.9M
TFA
243
Transamerica Financial Advisors
Florida
$2.76M
PA
244
Pinnacle Associates
New York
$2.71M
MC
245
Middleton & Co
Massachusetts
$2.7M
IWA
246
Integrity Wealth Advisors
California
$2.62M
GVAG
247
Great Valley Advisor Group
Delaware
$2.58M
CCA
248
Cobblestone Capital Advisors
New York
$2.54M
RL
249
Retireful LLC
Michigan
$2.49M
NWM
250
Napa Wealth Management
California
$2.48M