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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
National Bank of Canada
251
National Bank of Canada
Quebec, Canada
$2.65M +$1.25M +24,716 +88%
BA
252
BIP Alliance
Georgia
$2.63M -$1.6M -31,801 -38%
SFS
253
Sowell Financial Services
Arkansas
$2.63M +$50.6K +1,003 +2%
PWM
254
Puff Wealth Management
New Jersey
$2.6M +$5.49K +109 +0.2%
CF
255
Centaurus Financial
California
$2.58M +$1.56M +31,026 +153%
RWM
256
Riverchase Wealth Management
Texas
$2.57M +$14.8K +293 +0.6%
AI
257
Atria Investments
North Carolina
$2.57M +$103K +2,046 +4%
MSAM
258
Moloney Securities Asset Management
Missouri
$2.57M -$900K -17,853 -26%
TFA
259
Transamerica Financial Advisors
Florida
$2.55M +$279K +5,541 +12%
CPA
260
Clear Point Advisors
New York
$2.47M -$135K -2,679 -5%
CAM
261
Cresset Asset Management
Illinois
$2.45M -$275K -5,454 -10%
CCA
262
Cobblestone Capital Advisors
New York
$2.43M +$446K +8,857 +22%
TNBTD
263
Trustmark National Bank Trust Department
Mississippi
$2.43M +$218K +4,331 +10%
PPWP
264
Premier Path Wealth Partners
New Jersey
$2.39M +$144K +2,851 +6%
GWA
265
GGM Wealth Advisors
Maryland
$2.37M +$45.3K +898 +2%
GWSG
266
GPS Wealth Strategies Group
Colorado
$2.34M -$1.44M -28,546 -38%
PFA
267
Portland Financial Advisors
New York
$2.24M +$161K +3,194 +8%
PPW
268
Pasadena Private Wealth
California
$2.22M -$652K -12,930 -23%
WP
269
WealthShield Partners
North Carolina
$2.21M -$43.1K -855 -2%
VBFG
270
Vishria Bird Financial Group
Tennessee
$2.21M -$10K -199 -0.5%
WCM
271
Winebrenner Capital Management
Kentucky
$2.21M -$1.08M -21,425 -33%
WP
272
Westmount Partners
California
$2.16M -$46.4K -920 -2%
PA
273
Pinnacle Associates
New York
$2.11M -$132K -2,620 -6%
CFA
274
Cahill Financial Advisors
Minnesota
$2.04M +$51.2K +1,015 +3%
IAN
275
Integrated Advisors Network
Texas
$2.03M +$216K +4,280 +12%