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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
WIA
401
World Investment Advisors
California
$558K
SF
402
Symphony Financial
Texas
$551K
SPWM
403
Spartan Planning & Wealth Management
North Carolina
$544K
BIP
404
Blueprint Investment Partners
North Carolina
$544K
WMA
405
Wealth Management Associates
New Jersey
$541K
FIA
406
Foundations Investment Advisors
Arizona
$534K
SFM
407
Signet Financial Management
New Jersey
$528K
SW
408
Simplicity Wealth
New Jersey
$523K
SFC
409
Strategic Financial Concepts
Texas
$513K
GS
410
GTS Securities
New York
$512K
EFG
411
Embree Financial Group
Illinois
$508K
ACM
412
ADAR1 Capital Management
Texas
$503K
DWM
413
Defined Wealth Management
Oregon
$500K
RC
414
Roundview Capital
New Jersey
$498K
HCM
415
Hollencrest Capital Management
California
$487K
EPAM
416
Euro Pacific Asset Management
Puerto Rico
$484K
FCP
417
Fidelis Capital Partners
Florida
$455K
DAS
418
Dynamic Advisor Solutions
Arizona
$449K
HCA
419
Harbour Capital Advisors
Virginia
$448K
GG
420
GenWealth Group
New Jersey
$444K
IWP
421
IAG Wealth Partners
Wisconsin
$440K
FSA
422
Financial Sense Advisors
California
$436K
BWMG
423
Barnes Wealth Management Group
California
$430K
PCS
424
Private Client Services
Kentucky
$427K
DCA
425
DSG Capital Advisors
Minnesota
$427K