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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
Creative Planning
276
Creative Planning
Kansas
$2.02M +$1.38M +27,389 +213%
FAIM
277
Financial Advocates Investment Management
Washington
$2.01M -$332K -6,594 -14%
VWM
278
Vigilare Wealth Management
Arizona
$2.01M +$2.01M +39,850 New
BCG
279
Bravias Capital Group
New Jersey
$2M +$130K +2,586 +7%
WMG
280
WESCAP Management Group
California
$1.95M +$205K +4,062 +12%
EP
281
Edgestream Partners
New Jersey
$1.93M
SC
282
Savant Capital
Illinois
$1.92M +$214K +4,253 +13%
IWA
283
Integrity Wealth Advisors
California
$1.92M +$1.01M +20,061 +111%
FA
284
Fermata Advisors
California
$1.91M +$32.2K +638 +2%
PTC
285
Private Trust Company
Ohio
$1.84M +$243K +4,819 +15%
PFA
286
Professional Financial Advisors
Nebraska
$1.84M -$652K -12,938 -26%
SAM
287
Smartleaf Asset Management
Massachusetts
$1.75M -$580K -11,516 -25%
AIM
288
Advyzon Investment Management
Illinois
$1.75M -$171K -3,391 -9%
WWM
289
Whalen Wealth Management
Nevada
$1.64M +$249K +4,935 +18%
LWAM
290
Legacy Wealth Asset Management
Minnesota
$1.64M +$16.8K +334 +1%
SEIA
291
Signature Estate & Investment Advisors
California
$1.58M -$56.8K -1,126 -3%
AWA
292
Arkadios Wealth Advisors
Georgia
$1.58M +$1.17M +23,221 +281%
FFA
293
Founders Financial Alliance
North Carolina
$1.57M +$273K +5,426 +21%
ICP
294
Impact Capital Partners
Colorado
$1.57M -$111K -2,208 -7%
Corient Private Wealth
295
Corient Private Wealth
Florida
$1.55M +$1.55M +30,736 New
NWM
296
Napa Wealth Management
California
$1.54M -$158K -3,130 -9%
GC
297
Guidance Capital
Kentucky
$1.5M -$103K -2,046 -6%
LHC
298
Little House Capital
Massachusetts
$1.49M +$1.49M +29,608 New
PWMAG
299
Pinnacle Wealth Management Advisory Group
New Jersey
$1.48M -$161K -3,200 -10%
PIWA
300
Prevail Innovative Wealth Advisors
Kansas
$1.47M -$366K -7,267 -20%