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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
FPB
301
First PREMIER Bank
South Dakota
$1.42M
ICMP
302
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.42M
SC
303
Sierra Capital
Florida
$1.41M
BRWA
304
B. Riley Wealth Advisors
Florida
$1.4M
UB
305
UMB Bank
Missouri
$1.39M
AFG
306
Atomi Financial Group
New York
$1.38M
SWGC
307
Summit Wealth Group (Colorado)
Colorado
$1.37M
FZCM
308
Flynn Zito Capital Management
New York
$1.36M
FHC
309
First Heartland Consultants
Missouri
$1.34M
EHC
310
Everett Harris & Co
California
$1.34M
NS
311
NBC Securities
Alabama
$1.33M
Focus Partners Wealth
312
Focus Partners Wealth
Massachusetts
$1.32M
ACM
313
Adalta Capital Management
New York
$1.31M
National Bank of Canada
314
National Bank of Canada
Quebec, Canada
$1.31M
CA
315
CGN Advisors
Kansas
$1.3M
BS
316
Banco Santander
Spain
$1.28M
CI
317
Cambiar Investors
Colorado
$1.27M
XPN
318
XY Planning Network
Montana
$1.26M
QP
319
Quartz Partners
New York
$1.25M
PIWA
320
Prevail Innovative Wealth Advisors
Kansas
$1.24M
GBA
321
Garrison Bradford & Associates
New York
$1.23M
WCM
322
Winebrenner Capital Management
Kentucky
$1.21M
NFTC
323
North Forty Two & Co
Oregon
$1.18M
WG
324
Watchman Group
Texas
$1.18M
CWA
325
Continuum Wealth Advisors
New York
$1.17M