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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
CSC
351
Caldwell Sutter Capital
California
$905K
PCM
352
Prelude Capital Management
New York
$905K
BRWM
353
Blue Rock Wealth Management
North Carolina
$892K
FA
354
Flagstar Advisors
New York
$891K
CWP
355
Core Wealth Partners
California
$885K
PDL
356
Portfolio Design Labs
California
$884K
GC
357
Guggenheim Capital
Illinois
$844K
VWM
358
Vigilare Wealth Management
Arizona
$826K
SSWM
359
Sheets Smith Wealth Management
North Carolina
$820K
BFIC
360
Bedell Frazier Investment Counselling
California
$816K
CPRC
361
Consolidated Portfolio Review Corp
New York
$816K
NWP
362
NerdWallet Wealth Partners
New York
$808K
SB
363
Strategic Blueprint
Georgia
$807K
SWA
364
Sax Wealth Advisors
New Jersey
$804K
FWP
365
Forefront Wealth Partners
Texas
$789K
Pathstone Holdings
366
Pathstone Holdings
New Jersey
$786K
DFA
367
DHJJ Financial Advisors
Illinois
$784K
WS
368
Wedbush Securities
California
$781K
GA
369
GFS Advisors
Texas
$766K
MYIA
370
Mount Yale Investment Advisors
Colorado
$765K
AWM
371
Avior Wealth Management
Nebraska
$757K
NC
372
NewSquare Capital
Pennsylvania
$728K
CHJWM
373
Carlton Hofferkamp & Jenks Wealth Management
Texas
$726K
RSWA
374
Robinson Smith Wealth Advisors
Maine
$724K
EFS
375
Essex Financial Services
Connecticut
$716K