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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
IC
376
IEQ Capital
California
$715K
SWP
377
Strategic Wealth Partners
Ohio
$693K
AA
378
Alesco Advisors
New York
$674K
GSC
379
G&S Capital
Colorado
$671K
SCA
380
Snowden Capital Advisors
New York
$667K
VAS
381
Vestmark Advisory Solutions
Massachusetts
$663K
RSWM
382
Robertson Stephens Wealth Management
California
$655K
SIM
383
Synergy Investment Management
Florida
$655K
KF
384
Krilogy Financial
Missouri
$653K
ZIM
385
Zacks Investment Management
Illinois
$648K
TF
386
Trek Financial
Arizona
$644K
MTC
387
Matrix Trust Company
Colorado
$635K
OC
388
Oppenheimer & Co
New York
$619K
CAL
389
Capital Advisors Ltd
Ohio
$617K
SWA
390
Stratos Wealth Advisors
Ohio
$612K
LLWM
391
Life Line Wealth Management
California
$610K
AWM
392
Aprio Wealth Management
Georgia
$601K
LBC
393
Lowe Brockenbrough & Co
Virginia
$600K
CB
394
Centennial Bank
Arkansas
$596K
RFP
395
Root Financial Partners
California
$594K
VT
396
Vise Technologies
New York
$594K
PWMG
397
Prestige Wealth Management Group
New Jersey
$592K
PWM
398
Partners Wealth Management
California
$584K
WCG
399
Weaver Consulting Group
California
$569K
KWA
400
Kingswood Wealth Advisors
California
$568K