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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
PWMG
401
Prestige Wealth Management Group
New Jersey
$592K
PWM
402
Partners Wealth Management
California
$584K
TAM
403
Tucker Asset Management
Colorado
$579K
WCG
404
Weaver Consulting Group
California
$569K
KWA
405
Kingswood Wealth Advisors
California
$568K
WIA
406
World Investment Advisors
California
$558K
SF
407
Symphony Financial
Texas
$551K
SPWM
408
Spartan Planning & Wealth Management
North Carolina
$544K
BIP
409
Blueprint Investment Partners
North Carolina
$544K
WMA
410
Wealth Management Associates
New Jersey
$541K
FIA
411
Foundations Investment Advisors
Arizona
$534K
SFM
412
Signet Financial Management
New Jersey
$528K
SW
413
Simplicity Wealth
New Jersey
$523K
SFC
414
Strategic Financial Concepts
Texas
$513K
GS
415
GTS Securities
New York
$512K
EFG
416
Embree Financial Group
Illinois
$508K
ACM
417
ADAR1 Capital Management
Texas
$503K
DWM
418
Defined Wealth Management
Oregon
$500K
RC
419
Roundview Capital
New Jersey
$498K
HCM
420
Hollencrest Capital Management
California
$487K
EPAM
421
Euro Pacific Asset Management
Puerto Rico
$484K
FCP
422
Fidelis Capital Partners
Florida
$455K
DAS
423
Dynamic Advisor Solutions
Arizona
$449K
HCA
424
Harbour Capital Advisors
Virginia
$448K
GG
425
GenWealth Group
New Jersey
$444K