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WisdomTree Floating Rate Treasury Fund

555 hedge funds and large institutions have $11B invested in WisdomTree Floating Rate Treasury Fund in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 210 increasing their positions, 241 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less 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: 210 | Existing positions reduced: 241

Holders
555
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
HAG
301
HF Advisory Group
Maryland
$1.46M
PTC
302
Private Trust Company
Ohio
$1.45M
AI
303
Atria Investments
North Carolina
$1.44M
FPB
304
First PREMIER Bank
South Dakota
$1.42M
ICMP
305
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.42M
SC
306
Sierra Capital
Florida
$1.41M
BRWA
307
B. Riley Wealth Advisors
Florida
$1.4M
UB
308
UMB Bank
Missouri
$1.39M
AFG
309
Atomi Financial Group
New York
$1.38M
FZCM
310
Flynn Zito Capital Management
New York
$1.36M
FHC
311
First Heartland Consultants
Missouri
$1.34M
EHC
312
Everett Harris & Co
California
$1.34M
NS
313
NBC Securities
Alabama
$1.33M
Focus Partners Wealth
314
Focus Partners Wealth
Massachusetts
$1.32M
ACM
315
Adalta Capital Management
New York
$1.31M
SIA
316
SkyView Investment Advisors
New Jersey
$1.31M
National Bank of Canada
317
National Bank of Canada
Quebec, Canada
$1.31M
CA
318
CGN Advisors
Kansas
$1.3M
BS
319
Banco Santander
Spain
$1.28M
CI
320
Cambiar Investors
Colorado
$1.27M
XPN
321
XY Planning Network
Montana
$1.26M
QP
322
Quartz Partners
New York
$1.25M
PIWA
323
Prevail Innovative Wealth Advisors
Kansas
$1.24M
GBA
324
Garrison Bradford & Associates
New York
$1.23M
WCM
325
Winebrenner Capital Management
Kentucky
$1.21M