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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
RFA
276
Resurgent Financial Advisors
Georgia
$1.82M
ICP
277
Impact Capital Partners
Colorado
$1.81M
FFA
278
Founders Financial Alliance
North Carolina
$1.81M
SAM
279
Smartleaf Asset Management
Massachusetts
$1.79M
ES
280
Eagle Strategies
New York
$1.78M
DWM
281
Denver Wealth Management
Colorado
$1.78M
PI
282
PFG Investments
New York
$1.76M
WMG
283
WESCAP Management Group
California
$1.72M
PWMAG
284
Pinnacle Wealth Management Advisory Group
New Jersey
$1.71M
SC
285
Savant Capital
Illinois
$1.71M
CFG
286
Citizens Financial Group
Rhode Island
$1.69M
CFS
287
Compass Financial Services
Iowa
$1.68M
LWAM
288
Legacy Wealth Asset Management
Minnesota
$1.67M
OBWG
289
Onyx Bridge Wealth Group
New York
$1.62M
NWMG
290
National Wealth Management Group
Ohio
$1.62M
AQR Capital Management
291
AQR Capital Management
Connecticut
$1.61M
Envestnet Portfolio Solutions
292
Envestnet Portfolio Solutions
Illinois
$1.61M
IAN
293
Integrated Advisors Network
Texas
$1.58M
IA
294
IFS Advisors
Kansas
$1.53M
GC
295
Guidance Capital
Kentucky
$1.52M
CRFG
296
Columbia River Financial Group
Washington
$1.51M
AIM
297
Advyzon Investment Management
Illinois
$1.5M
HAG
298
HF Advisory Group
Maryland
$1.46M
PTC
299
Private Trust Company
Ohio
$1.45M
AI
300
Atria Investments
North Carolina
$1.44M