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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
PFBT
501
Parkside Financial Bank & Trust
Missouri
$85.3K
EWM
502
EPG Wealth Management
Georgia
$83.3K
CWIG
503
Chung Wu Investment Group
Texas
$75.4K
Bessemer Group
504
Bessemer Group
New Jersey
$70K
CA
505
CoreCap Advisors
Michigan
$63K
FHC
506
First Horizon Corporation
Tennessee
$63K
BOJHT
507
Bank of Jackson Hole Trust
Wyoming
$60.2K
DJSG
508
D.J. St. Germain
Massachusetts
$59.4K
CFD
509
Creative Financial Designs
Indiana
$55K
VWM
510
Vermillion Wealth Management
Minnesota
$46.2K
Citigroup
511
Citigroup
New York
$40.2K
BlackRock
512
BlackRock
New York
$37.1K
EWP
513
Elevation Wealth Partners
California
$36K
VWWMG
514
Vermillion & White Wealth Management Group
Pennsylvania
$34.9K
PNC Financial Services Group
515
PNC Financial Services Group
Pennsylvania
$30.3K
AUB
516
Atlantic Union Bankshares
Virginia
$29.9K
GWSA
517
Global Wealth Strategies & Associates
Colorado
$29.8K
RWA
518
Redmont Wealth Advisors
Illinois
$26.9K
PB
519
Pinnacle Bancorp
Nebraska
$25K
CIAS
520
CBIZ Investment Advisory Services
Ohio
$22.9K
FC
521
Financial Consulate
Maryland
$21.4K
GIA
522
GHP Investment Advisors
Colorado
$16K
T
523
Transce3nd
Texas
$15.5K
GCM
524
Gables Capital Management
Florida
$15.1K
1IA
525
1620 Investment Advisors
Massachusetts
$14.2K