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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
SC
451
Summa Corp
Texas
$322K
BCM
452
Brookstone Capital Management
Illinois
$303K
SPC
453
Sigma Planning Corp
Michigan
$303K
PAMG
454
Patton Albertson Miller Group
Tennessee
$302K
IA
455
Insight Advisors
Pennsylvania
$300K
AC
456
Apella Capital
Connecticut
$300K
MAG
457
MRA Advisory Group
New Jersey
$298K
CAM
458
Creekmur Asset Management
Illinois
$295K
VBFP
459
Valtinson Bruner Financial Planning
Minnesota
$295K
CQWA
460
Chokshi & Queen Wealth Advisors
California
$285K
GFG
461
Goldstone Financial Group
Illinois
$284K
GAM
462
Gotham Asset Management
New York
$280K
TFA
463
Tobias Financial Advisors
Florida
$279K
FAM
464
Frontier Asset Management
Wyoming
$270K
PG
465
Prostatis Group
Maryland
$266K
VWA
466
VERITY Wealth Advisors
United States
$265K
TFM
467
Trademark Financial Management
Minnesota
$263K
EB
468
Eastern Bank
Massachusetts
$263K
S
469
SignatureFD
Georgia
$258K
AC
470
Avestar Capital
New York
$258K
BWP
471
Baldwin Wealth Partners
Massachusetts
$252K
LSA
472
L & S Advisors
California
$251K
VAG
473
VisionPoint Advisory Group
Texas
$251K
CIA
474
Capital Investment Advisors
Georgia
$247K
KFGK
475
Keystone Financial Group (Kentucky)
Kentucky
$242K