We are live on ! Find out more
USFR icon

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
OC
301
Oppenheimer & Co
New York
$1.46M +$694K +13,765 +90%
CWA
302
Continuum Wealth Advisors
New York
$1.45M -$3.13K -62 -0.2%
PNC Financial Services Group
303
PNC Financial Services Group
Pennsylvania
$1.44M +$1.44M +28,542 New
UB
304
UMB Bank
Missouri
$1.42M +$1.36K +27 +0.1%
HAG
305
HF Advisory Group
Maryland
$1.41M +$94.1K +1,866 +7%
Envestnet Portfolio Solutions
306
Envestnet Portfolio Solutions
Illinois
$1.41M -$51.8K -1,027 -4%
CTC
307
Central Trust Company
Missouri
$1.4M +$638K +12,659 +83%
EWA
308
EP Wealth Advisors
California
$1.37M -$147K -2,907 -10%
AWM
309
Avaii Wealth Management
Wisconsin
$1.37M +$20.5K +407 +2%
FPB
310
First PREMIER Bank
South Dakota
$1.36M +$11.1K +220 +0.8%
EFG
311
Embree Financial Group
Illinois
$1.35M -$337K -6,683 -20%
GBA
312
Garrison Bradford & Associates
New York
$1.35M +$176K +3,500 +15%
FZCM
313
Flynn Zito Capital Management
New York
$1.35M -$10.6K -211 -0.8%
HW
314
Hamilton Wealth
California
$1.34M -$7.69M -152,633 -85%
DFP
315
Defined Financial Planning
California
$1.34M +$73.2K +1,452 +6%
CRFG
316
Columbia River Financial Group
Washington
$1.34M +$201K +3,987 +18%
WWM
317
WT Wealth Management
Arizona
$1.33M -$2.44M -48,421 -65%
CCFM
318
Clear Creek Financial Management
Washington
$1.33M +$1.33M +26,458 New
CMMS
319
Comprehensive Money Management Services
Florida
$1.32M -$316K -6,275 -19%
VA
320
VestGen Advisors
Illinois
$1.32M +$1.33M +26,296 New
ICMP
321
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.26M +$200K +3,977 +19%
GC
322
Guggenheim Capital
Illinois
$1.25M +$34.8K +690 +3%
QP
323
Quartz Partners
New York
$1.22M -$184K -3,641 -13%
CWP
324
Core Wealth Partners
California
$1.2M -$172K -3,422 -13%
Pathstone Holdings
325
Pathstone Holdings
New Jersey
$1.2M +$914K +18,142 +318%