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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
MA
326
MKT Advisors
California
$1.16M
IWC
327
Integrated Wealth Concepts
Massachusetts
$1.16M
CL
328
Choreo LLC
Illinois
$1.15M
CFCI
329
Comprehensive Financial Consultants Institutional
Indiana
$1.14M
JWCA
330
J.W. Cole Advisors
Florida
$1.13M
FF
331
Friedenthal Financial
New Jersey
$1.12M
SWM
332
Segment Wealth Management
Texas
$1.1M
Creative Planning
333
Creative Planning
Kansas
$1.1M
FDW
334
Fourth Dimension Wealth
Ohio
$1.08M
AWM
335
AE Wealth Management
Kansas
$1.04M
MA
336
Mutual Advisors
Nebraska
$1.03M
BOM
337
Bank of Marin
California
$1.02M
Northern Trust
338
Northern Trust
Illinois
$1.01M
BFG
339
Berger Financial Group
Minnesota
$1.01M
JHC
340
J. Hagan Capital
Kentucky
$1.01M
OFS
341
OneAscent Financial Services
Alabama
$992K
CF
342
Centaurus Financial
California
$987K
FA
343
Fiduciary Alliance
South Carolina
$964K
KV
344
Kickstand Ventures
New York
$958K
LSIA
345
LaSalle St. Investment Advisors
Illinois
$952K
VC
346
Vicus Capital
Pennsylvania
$944K
QCM
347
Quantinno Capital Management
New York
$942K
OWM
348
OneAscent Wealth Management
Alabama
$912K
MC
349
Moors & Cabot
Massachusetts
$908K
JIP
350
Jaffetilchin Investment Partners
Florida
$906K