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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
GSC
376
G&S Capital
Colorado
$709K -$2.37M -47,074 -77%
DWM
377
Denver Wealth Management
Colorado
$696K +$155K +3,082 +29%
GC
378
GatePass Capital
Ohio
$687K +$688K +13,650 New
LA
379
Latitude Advisors
Florida
$686K -$80K -1,588 -10%
CIA
380
Cascade Investment Advisors
Oregon
$678K +$114K +2,264 +20%
AA
381
Alesco Advisors
New York
$672K +$2.02K +40 +0.3%
NC
382
NewSquare Capital
Pennsylvania
$666K -$1.26K -25 -0.2%
PWMG
383
Prestige Wealth Management Group
New Jersey
$661K -$5.04K -100 -0.8%
TF
384
Trek Financial
Arizona
$659K -$200K -3,960 -23%
DCA
385
DSG Capital Advisors
Minnesota
$658K
TFM
386
Trademark Financial Management
Minnesota
$656K -$86K -1,706 -12%
ARC
387
Advisor Resource Council
Texas
$654K +$957K +18,983 New
ZIM
388
Zacks Investment Management
Illinois
$649K
SIAG
389
Safeguard Investment Advisory Group
California
$648K +$649K +12,881 New
CSC
390
Caldwell Sutter Capital
California
$635K +$12K +239 +2%
VC
391
Vicus Capital
Pennsylvania
$628K -$7.66K -152 -1%
SIM
392
Synergy Investment Management
Florida
$620K -$25.6K -507 -4%
EFS
393
Essex Financial Services
Connecticut
$620K -$468K -9,278 -43%
AQR Capital Management
394
AQR Capital Management
Connecticut
$603K +$604K +11,987 New
LLWM
395
Life Line Wealth Management
California
$598K +$6.15K +122 +1%
GS
396
GWN Securities
Florida
$594K +$595K +11,807 New
MFIM
397
Mesirow Financial Investment Management
Illinois
$582K +$379K +7,529 +186%
CF
398
Claris Financial
Virginia
$581K
WCFA
399
Walkner Condon Financial Advisors
Wisconsin
$572K -$349K -6,924 -38%
WCG
400
Weaver Consulting Group
California
$570K +$857 +17 +0.2%