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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
US Bancorp
451
US Bancorp
Minnesota
$360K +$157K +3,112 +77%
CRC
452
Curi RMB Capital
Illinois
$359K -$156K -3,087 -30%
MSR
453
Main Street Research
Connecticut
$330K +$331K +6,561 New
AC
454
Avestar Capital
New York
$329K -$13.1K -260 -4%
NA
455
Nottingham Advisors
New York
$322K -$97.2K -1,928 -23%
IWA
456
Icon Wealth Advisors
Texas
$315K +$315K +6,250 New
ZI
457
ZEGA Investments
Florida
$310K +$54.9K +1,090 +21%
FFS
458
Flavin Financial Services
Florida
$309K
MOS
459
MGO One Seven
Ohio
$308K +$20.5K +407 +7%
AC
460
Apella Capital
Connecticut
$305K -$3.17K -63 -1%
VCP
461
Verus Capital Partners
Arizona
$303K +$303K +6,011 New
FA
462
Fiduciary Alliance
South Carolina
$302K +$302K +6,000 New
PG
463
Prostatis Group
Maryland
$299K +$300K +5,950 New
CAM
464
Creekmur Asset Management
Illinois
$296K -$454 -9 -0.2%
VBFP
465
Valtinson Bruner Financial Planning
Minnesota
$295K
GG
466
GenWealth Group
New Jersey
$294K +$82K +1,627 +39%
GLA
467
Good Life Advisors
Pennsylvania
$280K +$26.5K +526 +10%
FF
468
Friedenthal Financial
New Jersey
$279K +$208K +4,130 +294%
DAS
469
Dynamic Advisor Solutions
Arizona
$277K +$277K +5,501 New
NS
470
NBC Securities
Alabama
$271K +$271K +5,378 +59,756%
VWA
471
VERITY Wealth Advisors
United States
$265K
HHGA
472
Halbert Hargrove Global Advisors
California
$255K -$95.8M -1,899,892 -100%
LBC
473
Lowe Brockenbrough & Co
Virginia
$254K -$5.04K -100 -2%
BWP
474
Baldwin Wealth Partners
Massachusetts
$252K
FIA
475
Foundations Investment Advisors
Arizona
$252K -$160K -3,167 -39%