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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
TW
401
Transform Wealth
Colorado
$566K
SSWM
402
Sheets Smith Wealth Management
North Carolina
$538K +$5.54K +110 +1%
MIM
403
MTM Investment Management
South Carolina
$535K -$5.04K -100 -0.9%
FWP
404
Forefront Wealth Partners
Texas
$528K +$529K +10,496 New
SFA
405
Sequoia Financial Advisors
Ohio
$528K +$529K +10,494 New
RCS
406
Retirement Capital Strategies
California
$522K
OWM
407
OneAscent Wealth Management
Alabama
$517K +$518K +10,272 New
SIM
408
Stratos Investment Management
Ohio
$515K +$516K +10,237 New
IWN
409
Independent Wealth Network
Iowa
$510K
ACM
410
ADAR1 Capital Management
Texas
$503K
CFC
411
Client First Capital
California
$503K +$504K +10,000 New
IIA
412
IPG Investment Advisors
California
$501K -$201K -3,980 -29%
RSWM
413
Robertson Stephens Wealth Management
California
$500K +$90.9K +1,803 +22%
RC
414
Roundview Capital
New Jersey
$498K
RIA
415
Regal Investment Advisors
Michigan
$492K +$492K +9,766 New
WS
416
Wedbush Securities
California
$488K +$214K +4,248 +78%
MA
417
Mutual Advisors
Nebraska
$484K -$31K -616 -6%
BFIC
418
Bedell Frazier Investment Counselling
California
$484K +$12.8K +253 +3%
OIA
419
OneDigital Investment Advisors
Kansas
$478K -$29.1K -578 -6%
AFG
420
Atomi Financial Group
New York
$468K +$63.7K +1,264 +16%
WMA
421
Wealth Management Associates
New Jersey
$465K +$10.6K +210 +2%
FCP
422
Fidelis Capital Partners
Florida
$455K -$504K -10,000 -53%
HCA
423
Harbour Capital Advisors
Virginia
$448K
SW
424
Simplicity Wealth
New Jersey
$444K +$112K +2,215 +33%
CQWA
425
Chokshi & Queen Wealth Advisors
California
$434K +$111K +2,198 +34%