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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
IWP
426
IAG Wealth Partners
Wisconsin
$440K
FSA
427
Financial Sense Advisors
California
$436K
BWMG
428
Barnes Wealth Management Group
California
$430K
PCS
429
Private Client Services
Kentucky
$427K
DCA
430
DSG Capital Advisors
Minnesota
$427K
WTC
431
WhitTier Trust Company
Nevada
$423K
IWN
432
Independent Wealth Network
Iowa
$421K
US Bancorp
433
US Bancorp
Minnesota
$415K
OIA
434
OneDigital Investment Advisors
Kansas
$401K
HCA
435
Heck Capital Advisors
Wisconsin
$399K
PFS
436
Prospera Financial Services
Texas
$399K
MIM
437
MTM Investment Management
South Carolina
$399K
FSA
438
Financial Services Advisory
Maryland
$397K
PA
439
PSI Advisors
Florida
$394K
FFA
440
Florida Financial Advisors
Florida
$387K
CIA
441
Cascade Investment Advisors
Oregon
$382K
OPWM
442
Oregon Pacific Wealth Management
Oregon
$376K
MG
443
Mather Group
Illinois
$371K
RAS
444
RPS Advisory Solutions
Kentucky
$371K
LC
445
Luminist Capital
Michigan
$366K
RIA
446
Regal Investment Advisors
Michigan
$363K
SFA
447
Sequoia Financial Advisors
Ohio
$363K
ZI
448
ZEGA Investments
Florida
$360K
GAG
449
GM Advisory Group
New York
$353K
HI
450
Harbour Investments
Wisconsin
$344K