We are live on ! Find out more
USFR icon

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
PA
426
PSI Advisors
Florida
$432K +$35.2K +699 +9%
SB
427
Strategic Blueprint
Georgia
$431K +$431K +8,555 New
BWMG
428
Barnes Wealth Management Group
California
$428K +$29.3K +581 +7%
DWM
429
Defined Wealth Management
Oregon
$427K +$28.5K +565 +7%
WTC
430
WhitTier Trust Company
Nevada
$424K
AWG
431
Altus Wealth Group
Colorado
$417K -$9.22K -183 -2%
OPWM
432
Oregon Pacific Wealth Management
Oregon
$416K -$46.6K -925 -10%
IWM
433
Iams Wealth Management
Nebraska
$411K +$74.4K +1,477 +22%
TAM
434
Tucker Asset Management
Colorado
$409K -$56.7K -1,125 -12%
HCA
435
Heck Capital Advisors
Wisconsin
$400K
HI
436
Harbour Investments
Wisconsin
$398K -$714K -14,168 -64%
FSA
437
Financial Services Advisory
Maryland
$397K
SCA
438
Snowden Capital Advisors
New York
$388K -$205K -4,067 -35%
FFA
439
Florida Financial Advisors
Florida
$387K +$388K +7,692 New
DWT
440
Dorsey & Whitney Trust
South Dakota
$385K
TWA
441
TCI Wealth Advisors
Arizona
$380K +$381K +7,560 New
SPC
442
Sigma Planning Corp
Michigan
$377K -$5.19K -103 -1%
FTUS
443
Flow Traders U.S.
New York
$375K -$356K -7,072 -49%
TI
444
TrueMark Investments
Illinois
$373K -$765K -15,179 -67%
MMA
445
Miracle Mile Advisors
California
$372K -$1.03M -20,381 -73%
MG
446
Mather Group
Illinois
$371K
PCS
447
Private Client Services
Kentucky
$370K +$66.3K +1,316 +22%
MAG
448
MRA Advisory Group
New Jersey
$369K +$164K +3,251 +80%
AIC
449
Archer Investment Corporation
Indiana
$365K +$150K +2,985 +70%
PFS
450
Prospera Financial Services
Texas
$364K -$5.09K -101 -1%