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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
NC
376
NewSquare Capital
Pennsylvania
$728K
CHJWM
377
Carlton Hofferkamp & Jenks Wealth Management
Texas
$726K
RSWA
378
Robinson Smith Wealth Advisors
Maine
$724K
EFS
379
Essex Financial Services
Connecticut
$716K
IC
380
IEQ Capital
California
$715K
SWP
381
Strategic Wealth Partners
Ohio
$693K
AA
382
Alesco Advisors
New York
$674K
GSC
383
G&S Capital
Colorado
$671K
SCA
384
Snowden Capital Advisors
New York
$667K
VAS
385
Vestmark Advisory Solutions
Massachusetts
$663K
RSWM
386
Robertson Stephens Wealth Management
California
$655K
SIM
387
Synergy Investment Management
Florida
$655K
KF
388
Krilogy Financial
Missouri
$653K
ZIM
389
Zacks Investment Management
Illinois
$648K
TF
390
Trek Financial
Arizona
$644K
MTC
391
Matrix Trust Company
Colorado
$635K
OC
392
Oppenheimer & Co
New York
$619K
CAL
393
Capital Advisors Ltd
Ohio
$617K
SWA
394
Stratos Wealth Advisors
Ohio
$612K
LLWM
395
Life Line Wealth Management
California
$610K
AWM
396
Aprio Wealth Management
Georgia
$601K
LBC
397
Lowe Brockenbrough & Co
Virginia
$600K
CB
398
Centennial Bank
Arkansas
$596K
RFP
399
Root Financial Partners
California
$594K
VT
400
Vise Technologies
New York
$594K