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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
Barclays
476
Barclays
United Kingdom
$241K
WMN
477
Wealth Management Nebraska
Nebraska
$234K
CB
478
Commerce Bank
Missouri
$234K
WCFA
479
Walkner Condon Financial Advisors
Wisconsin
$234K
DWM
480
Diversify Wealth Management
Utah
$232K
RWM
481
Revisor Wealth Management
Ohio
$228K
Corient Private Wealth
482
Corient Private Wealth
Florida
$222K
CRC
483
Curi RMB Capital
Illinois
$216K
BFA
484
Brown Financial Advisory
Alabama
$207K
LMKC
485
L.M. Kohn & Company
Ohio
$207K
PP
486
Prudential plc
United Kingdom
$201K
MWM
487
Maridea Wealth Management
New York
$201K
WWM
488
Whalen Wealth Management
Nevada
$200K
BTI
489
Blue Trust Inc
Georgia
$191K
BBHC
490
Brown Brothers Harriman & Co
New York
$189K
JFGIW
491
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$180K
Fidelity Investments
492
Fidelity Investments
Massachusetts
$159K
CTC
493
Central Trust Company
Missouri
$150K
LWMI
494
Legacy Wealth Management (Idaho)
Idaho
$147K
MM
495
Main Management
California
$146K
SIS
496
Sound Income Strategies
Florida
$135K
Bank of Montreal
497
Bank of Montreal
Ontario, Canada
$123K
Fifth Third Bancorp
498
Fifth Third Bancorp
Ohio
$97.7K
MPWT
499
MassMutual Private Wealth & Trust
Connecticut
$92.6K
TH
500
TCTC Holdings
Texas
$87.1K