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
MCM
26
Morton Capital Management
California
$69.8M -$5.79M -114,801 -8%
MWM
27
Mission Wealth Management
California
$64.3M -$4.52M -89,720 -7%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$63.6M +$19.8M +393,673 +45%
LCM
29
Lunt Capital Management
Utah
$62.8M +$14M +277,605 +29%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$58.1M -$14.8M -293,452 -20%
DC
31
Davenport & Co
Virginia
$56.8M +$1.74M +34,533 +3%
ABWM
32
Alpine Bank Wealth Management
Colorado
$54.2M +$54.3M +1,077,045 New
AssetMark Inc
33
AssetMark Inc
California
$53.3M +$525K +10,415 +1%
CPA
34
Capital Planning Advisors
California
$51.5M +$4.47M +88,768 +9%
William Blair & Company
35
William Blair & Company
Illinois
$51.2M +$1.79M +35,507 +4%
KPWS
36
Kestra Private Wealth Services
Texas
$50.4M +$4.79M +94,972 +10%
GVCM
37
Global View Capital Management
Wisconsin
$50.1M +$28.9M +573,601 +136%
GIA
38
Gladstone Institutional Advisory
Florida
$48.7M -$892K -17,699 -2%
SMCM
39
Sky-Mountain Capital Management
Idaho
$46.7M +$46.7M +927,178 New
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$46.6M +$36.8M +730,910 +375%
BlackRock
41
BlackRock
New York
$44.4M -$10.7K -213 -0%
Stifel Financial
42
Stifel Financial
Missouri
$43M +$9.88M +196,050 +30%
SI
43
Stephens Inc
Arkansas
$42.6M -$1.33M -26,400 -3%
KAS
44
Kestra Advisory Services
Texas
$42.2M -$23.1M -457,602 -35%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$39.3M -$1.88M -37,266 -5%
WCP
46
Wealthcare Capital Partners
Pennsylvania
$39M +$37.9K +752 +0.1%
HP
47
Holistic Planning
Texas
$38.7M -$2.75M -54,656 -7%
SFI
48
SPC Financial Inc
Maryland
$38.1M -$8.39M -166,474 -18%
IA
49
Inspire Advisors
Idaho
$37.8M +$3.51M +69,723 +10%
IA
50
Integrity Alliance
Iowa
$37.8M +$37.9M +751,309 New