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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
WTC
426
WhitTier Trust Company
Nevada
$423K
IWN
427
Independent Wealth Network
Iowa
$421K
US Bancorp
428
US Bancorp
Minnesota
$415K
OIA
429
OneDigital Investment Advisors
Kansas
$401K
HCA
430
Heck Capital Advisors
Wisconsin
$399K
PFS
431
Prospera Financial Services
Texas
$399K
MIM
432
MTM Investment Management
South Carolina
$399K
FSA
433
Financial Services Advisory
Maryland
$397K
VCM
434
Virtue Capital Management
Tennessee
$397K
PA
435
PSI Advisors
Florida
$394K
FFA
436
Florida Financial Advisors
Florida
$387K
CIA
437
Cascade Investment Advisors
Oregon
$382K
OPWM
438
Oregon Pacific Wealth Management
Oregon
$376K
MG
439
Mather Group
Illinois
$371K
RAS
440
RPS Advisory Solutions
Kentucky
$371K
LC
441
Luminist Capital
Michigan
$366K
RIA
442
Regal Investment Advisors
Michigan
$363K
SFA
443
Sequoia Financial Advisors
Ohio
$363K
ZI
444
ZEGA Investments
Florida
$360K
GAG
445
GM Advisory Group
New York
$353K
HI
446
Harbour Investments
Wisconsin
$344K
FCA
447
Fortis Capital Advisors
Kansas
$340K
SA
448
Sovran Advisors
California
$336K
AWG
449
Altus Wealth Group
Colorado
$334K
AIC
450
Archer Investment Corporation
Indiana
$328K