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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
PPW
251
Pasadena Private Wealth
California
$2.47M
SFS
252
Sowell Financial Services
Arkansas
$2.45M
NP
253
NorthRock Partners
Minnesota
$2.43M
CMMS
254
Comprehensive Money Management Services
Florida
$2.37M
BCG
255
Bravias Capital Group
New Jersey
$2.37M
TNBTD
256
Trustmark National Bank Trust Department
Mississippi
$2.36M
FFA
257
Farther Finance Advisors
California
$2.35M
PFA
258
Professional Financial Advisors
Nebraska
$2.33M
PPWP
259
Premier Path Wealth Partners
New Jersey
$2.32M
RA
260
RFG Advisory
Alabama
$2.27M
WP
261
WealthShield Partners
North Carolina
$2.27M
PFA
262
Portland Financial Advisors
New York
$2.27M
AWM
263
Avaii Wealth Management
Wisconsin
$2.26M
Comerica Bank
264
Comerica Bank
Texas
$2.25M
RCS
265
Retirement Capital Strategies
California
$2.21M
EP
266
Edgestream Partners
New Jersey
$2.2M
WP
267
Westmount Partners
California
$2.15M
FA
268
Fermata Advisors
California
$2.09M
RWM
269
Riverchase Wealth Management
Texas
$2.08M
SIAG
270
Safeguard Investment Advisory Group
California
$2.04M
CPA
271
Clear Point Advisors
New York
$1.96M
GAA
272
Global Assets Advisory
Florida
$1.95M
CFA
273
Cahill Financial Advisors
Minnesota
$1.92M
AWA
274
Authentikos Wealth Advisory
California
$1.92M
GT
275
GreatBanc Trust
Illinois
$1.91M