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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
QCM
351
Quantinno Capital Management
New York
$942K
OWM
352
OneAscent Wealth Management
Alabama
$912K
MC
353
Moors & Cabot
Massachusetts
$908K
JIP
354
Jaffetilchin Investment Partners
Florida
$906K
CSC
355
Caldwell Sutter Capital
California
$905K
PCM
356
Prelude Capital Management
New York
$905K
BRWM
357
Blue Rock Wealth Management
North Carolina
$892K
FA
358
Flagstar Advisors
New York
$891K
CWP
359
Core Wealth Partners
California
$885K
PDL
360
Portfolio Design Labs
California
$884K
GC
361
Guggenheim Capital
Illinois
$844K
VWM
362
Vigilare Wealth Management
Arizona
$826K
SSWM
363
Sheets Smith Wealth Management
North Carolina
$820K
BFIC
364
Bedell Frazier Investment Counselling
California
$816K
CPRC
365
Consolidated Portfolio Review Corp
New York
$816K
NWP
366
NerdWallet Wealth Partners
New York
$808K
SB
367
Strategic Blueprint
Georgia
$807K
SWA
368
Sax Wealth Advisors
New Jersey
$804K
FWP
369
Forefront Wealth Partners
Texas
$789K
Pathstone Holdings
370
Pathstone Holdings
New Jersey
$786K
DFA
371
DHJJ Financial Advisors
Illinois
$784K
WS
372
Wedbush Securities
California
$781K
GA
373
GFS Advisors
Texas
$766K
MYIA
374
Mount Yale Investment Advisors
Colorado
$765K
AWM
375
Avior Wealth Management
Nebraska
$757K