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WisdomTree Floating Rate Treasury Fund

577 hedge funds and large institutions have $11.8B invested in WisdomTree Floating Rate Treasury Fund in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 267 increasing their positions, 194 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 43

38% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 194

12% more capital invested

Capital invested by funds: $10.5B → $11.8B (+$1.26B)

8% more funds holding in top 10

Funds holding in top 10: 8794 (+7)

2% more funds holding

Funds holding: 564577 (+13)

0.13% less ownership

Funds ownership: 64.56%64.43% (-0.13%)

Holders
577
Holders Change
+13
Holders Change %
+2.3%
% of All Funds
7.74%
Holding in Top 10
94
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.05%
% of All Funds
1.26%
New
65
Increased
267
Reduced
194
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IIA
226
Integrity Investment Advisors
Colorado
$3.7M +$3.7M +73,465 New
AA
227
Addison Advisors
Vermont
$3.7M +$1.86M +36,897 +101%
BS
228
Banco Santander
Spain
$3.53M -$3.16M -62,728 -47%
BCI
229
Brinker Capital Investments
Pennsylvania
$3.52M +$411K +8,156 +13%
OPS
230
Orion Portfolio Solutions
Nebraska
$3.52M +$411K +8,156 +13%
RA
231
RFG Advisory
Alabama
$3.49M -$5.62M -111,529 -62%
MCC
232
Money Concepts Capital
Florida
$3.42M -$221K -4,389 -6%
GWP
233
Gateway Wealth Partners
Wisconsin
$3.39M +$55.9K +1,110 +2%
Baird Financial Group
234
Baird Financial Group
Wisconsin
$3.34M -$594K -11,794 -15%
CAG
235
Crestwood Advisors Group
Massachusetts
$3.32M
Wealthfront Advisers
236
Wealthfront Advisers
California
$3.3M -$476K -9,444 -13%
GSEP
237
Golden State Equity Partners
California
$3.18M -$626K -12,412 -16%
MWAM
238
Manhattan West Asset Management
California
$3.16M +$234K +4,648 +8%
JSL
239
JT Stratford LLC
Georgia
$3.13M +$954K +18,935 +44%
EFG
240
Ethos Financial Group
Pennsylvania
$3.08M
Truist Financial
241
Truist Financial
North Carolina
$3.05M +$52K +1,032 +2%
SIA
242
SkyView Investment Advisors
New Jersey
$3M +$96K +1,904 +3%
HA
243
Herold Advisors
New York
$2.98M +$183K +3,622 +7%
RL
244
Retireful LLC
Michigan
$2.96M -$800K -15,880 -21%
MC
245
Middleton & Co
Massachusetts
$2.96M +$368K +7,300 +14%
Janney Montgomery Scott
246
Janney Montgomery Scott
Pennsylvania
$2.89M -$198K -3,928 -6%
SFC
247
Strategic Financial Concepts
Texas
$2.86M +$736K +14,597 +35%
PGFC
248
Peapack-Gladstone Financial Corp
New Jersey
$2.81M +$2.81M +55,762 New
Comerica Bank
249
Comerica Bank
Texas
$2.75M -$781K -15,499 -22%
FFG
250
First Financial Group
North Carolina
$2.68M +$174K +3,451 +7%