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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
NFTC
326
North Forty Two & Co
Oregon
$1.18M
WG
327
Watchman Group
Texas
$1.18M
CWA
328
Continuum Wealth Advisors
New York
$1.17M
MA
329
MKT Advisors
California
$1.16M
IWC
330
Integrated Wealth Concepts
Massachusetts
$1.16M
CL
331
Choreo LLC
Illinois
$1.15M
CFCI
332
Comprehensive Financial Consultants Institutional
Indiana
$1.14M
JWCA
333
J.W. Cole Advisors
Florida
$1.13M
FF
334
Friedenthal Financial
New Jersey
$1.12M
IA
335
IFP Advisors
Florida
$1.12M
SWM
336
Segment Wealth Management
Texas
$1.1M
Creative Planning
337
Creative Planning
Kansas
$1.1M
FDW
338
Fourth Dimension Wealth
Ohio
$1.08M
AWM
339
AE Wealth Management
Kansas
$1.04M
MA
340
Mutual Advisors
Nebraska
$1.03M
BOM
341
Bank of Marin
California
$1.02M
Northern Trust
342
Northern Trust
Illinois
$1.01M
BFG
343
Berger Financial Group
Minnesota
$1.01M
JHC
344
J. Hagan Capital
Kentucky
$1.01M
OFS
345
OneAscent Financial Services
Alabama
$992K
CF
346
Centaurus Financial
California
$987K
FA
347
Fiduciary Alliance
South Carolina
$964K
KV
348
Kickstand Ventures
New York
$958K
LSIA
349
LaSalle St. Investment Advisors
Illinois
$952K
VC
350
Vicus Capital
Pennsylvania
$944K