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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
NPT
326
National Philanthropic Trust
Pennsylvania
$1.2M +$2.67K +53 +0.2%
NFTC
327
North Forty Two & Co
Oregon
$1.18M
HCM
328
Hollencrest Capital Management
California
$1.18M +$29.7K +590 +3%
PCA
329
Prosperity Capital Advisors
Ohio
$1.17M +$479K +9,506 +69%
SWA
330
Sax Wealth Advisors
New Jersey
$1.15M +$750K +14,875 +185%
XPN
331
XY Planning Network
Montana
$1.14M +$60.8K +1,207 +6%
BIP
332
Blueprint Investment Partners
North Carolina
$1.13M -$87.5K -1,736 -7%
SPWM
333
Spartan Planning & Wealth Management
North Carolina
$1.13M -$87.5K -1,736 -7%
PI
334
PFG Investments
New York
$1.13M +$104K +2,059 +10%
CL
335
Choreo LLC
Illinois
$1.13M +$788K +15,630 +232%
QCM
336
Quantinno Capital Management
New York
$1.11M +$861K +17,080 +345%
Northern Trust
337
Northern Trust
Illinois
$1.1M +$67.8K +1,346 +7%
FCA
338
Fortis Capital Advisors
Kansas
$1.03M +$43.4K +861 +4%
MA
339
MKT Advisors
California
$1.03M +$55.9K +1,109 +6%
AAS
340
Annex Advisory Services
Wisconsin
$1.02M +$5.54K +110 +0.5%
FHC
341
First Heartland Consultants
Missouri
$998K +$351K +6,961 +54%
SAF
342
Smith Anglin Financial
Texas
$998K +$999K +19,822 New
MFN
343
Midwest Financial Network
Illinois
$993K +$117K +2,323 +13%
CFS
344
Compass Financial Services
Iowa
$989K +$991K +19,658 New
AWA
345
Authentikos Wealth Advisory
California
$972K +$558K +11,079 +135%
CFCI
346
Comprehensive Financial Consultants Institutional
Indiana
$956K +$19.1K +379 +2%
BRWM
347
Blue Rock Wealth Management
North Carolina
$952K -$105K -2,074 -10%
EHC
348
Everett Harris & Co
California
$951K -$207K -4,100 -18%
IWP
349
IAG Wealth Partners
Wisconsin
$947K -$753K -14,940 -44%
CHJWM
350
Carlton Hofferkamp & Jenks Wealth Management
Texas
$945K -$12.6K -249 -1%