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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
TSS
351
Two Sigma Securities
New York
$943K -$1.21M -24,022 -56%
MC
352
Moors & Cabot
Massachusetts
$934K -$33.6K -667 -3%
WG
353
Watchman Group
Texas
$925K +$724K +14,365 +358%
RFA
354
Resurgent Financial Advisors
Georgia
$914K +$252K +5,009 +38%
IA
355
Insight Advisors
Pennsylvania
$911K -$585K -11,597 -39%
OP
356
ORG Partners
Indiana
$909K +$240K +4,767 +36%
PCM
357
Prelude Capital Management
New York
$906K
JIP
358
Jaffetilchin Investment Partners
Florida
$894K -$15.7K -312 -2%
EPAM
359
Euro Pacific Asset Management
Puerto Rico
$892K +$545K +10,809 +157%
FDW
360
Fourth Dimension Wealth
Ohio
$885K +$886K +17,580 New
SWA
361
Stratos Wealth Advisors
Ohio
$871K -$1.28M -25,381 -59%
CA
362
CGN Advisors
Kansas
$858K -$18.3K -363 -2%
LSIA
363
LaSalle St. Investment Advisors
Illinois
$844K +$305K +6,045 +56%
FA
364
Flagstar Advisors
New York
$827K +$31K +615 +4%
BFG
365
Berger Financial Group
Minnesota
$799K -$258K -5,127 -24%
RFP
366
Root Financial Partners
California
$794K -$80.9K -1,606 -9%
GA
367
GFS Advisors
Texas
$789K
DFA
368
DHJJ Financial Advisors
Illinois
$786K +$141K +2,797 +22%
SWM
369
Segment Wealth Management
Texas
$780K -$1.51K -30 -0.2%
CAL
370
Capital Advisors Ltd
Ohio
$741K -$21.8K -433 -3%
1CP
371
17 Capital Partners
Arizona
$741K +$127K +2,527 +21%
AWM
372
Avior Wealth Management
Nebraska
$736K -$88.6K -1,757 -11%
T
373
Transce3nd
Texas
$733K -$148K -2,942 -17%
RSWA
374
Robinson Smith Wealth Advisors
Maine
$725K -$70.2K -1,392 -9%
FFA
375
Farther Finance Advisors
California
$721K +$340K +6,750 +89%