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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
SMCM
26
Sky-Mountain Capital Management
Idaho
$61.4M
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$60.5M
Lido Advisors
28
Lido Advisors
California
$55.2M
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$53.3M
MWM
30
Mission Wealth Management
California
$51.3M
William Blair & Company
31
William Blair & Company
Illinois
$48.9M
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$48.3M
GIA
33
Gladstone Institutional Advisory
Florida
$46.6M
LCM
34
Lunt Capital Management
Utah
$44.9M
EMAM
35
Encompass More Asset Management
California
$44.3M
KPWS
36
Kestra Private Wealth Services
Texas
$42.7M
CPA
37
Capital Planning Advisors
California
$40.1M
SPIA
38
Steward Partners Investment Advisory
New York
$39.7M
SFI
39
SPC Financial Inc
Maryland
$39.4M
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$39.1M
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$39M
Bank of New York Mellon
42
Bank of New York Mellon
New York
$36.3M
SFG
43
Stonebridge Financial Group
Pennsylvania
$36.3M
Stifel Financial
44
Stifel Financial
Missouri
$34.9M
FHA
45
Flagship Harbor Advisors
Massachusetts
$34.4M
AssetMark Inc
46
AssetMark Inc
California
$34.1M
DCM
47
Disciplina Capital Management
Tennessee
$33.9M
LFAS
48
Level Four Advisory Services
Texas
$33.5M
WANY
49
Wealthspire Advisors (New York)
New York
$33.2M
HP
50
Holistic Planning
Texas
$33.1M