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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
LSA
476
L & S Advisors
California
$252K
MMM
477
Mendel Money Management
Illinois
$251K +$29K +575 +13%
CB
478
Centennial Bank
Arkansas
$250K +$251K +4,976 New
RWA
479
Redmont Wealth Advisors
Illinois
$248K -$53K -1,051 -18%
FSA
480
Financial Sense Advisors
California
$247K +$247K +4,902 New
VC
481
Veracity Capital
Georgia
$247K +$247K +4,899 New
Jane Street
482
Jane Street
New York
$246K -$8.96M -177,804 -97%
VAG
483
VisionPoint Advisory Group
Texas
$243K +$3.53K +70 +1%
MWM
484
Maridea Wealth Management
New York
$241K +$242K +4,794 New
KA
485
Kovack Advisors
Florida
$240K +$240K +4,765 New
KFGK
486
Keystone Financial Group (Kentucky)
Kentucky
$237K +$2.47K +49 +1%
RWM
487
Revisor Wealth Management
Ohio
$237K +$237K +4,704 New
CLP
488
Charis Legacy Partners
Texas
$236K -$129K -2,566 -35%
BPC
489
Bearing Point Capital
Minnesota
$236K +$35.6K +707 +18%
WMN
490
Wealth Management Nebraska
Nebraska
$235K -$302 -6 -0.1%
MGIA
491
Moneta Group Investment Advisors
Missouri
$231K +$857 +17 +0.4%
AIA
492
Acute Investment Advisory
Arizona
$230K +$230K +4,569 New
S
493
SignatureFD
Georgia
$229K -$10.4K -206 -4%
WIA
494
World Investment Advisors
California
$216K -$14.8K -294 -6%
ACA
495
Atlas Capital Advisors
Wyoming
$215K +$93.1K +1,847 +76%
SQA
496
Simon Quick Advisors
New Jersey
$215K -$151K -2,992 -41%
PP
497
Patron Partners
Texas
$214K -$20.2K -400 -9%
IFG
498
Independent Financial Group
California
$213K +$213K +4,228 New
VCM
499
Virtue Capital Management
Tennessee
$210K +$210K +4,169 New
KV
500
Kickstand Ventures
New York
$208K -$88.7K -1,760 -30%