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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
JWA
501
JFS Wealth Advisors
Pennsylvania
$206K +$206K +4,087 New
CPL
502
CAP Partners LLC
Tennessee
$205K +$205K +4,068 New
Nomura Asset Management
503
Nomura Asset Management
Japan
$203K +$204K +4,040 New
SAM
504
Sawgrass Asset Management
Florida
$202K +$202K +4,004 New
EW
505
Evoke Wealth
California
$201K +$202K +4,003 New
PP
506
Prudential plc
United Kingdom
$201K +$202K +4,000 New
ATPW
507
Ashton Thomas Private Wealth
Arizona
$201K +$201K +3,993 New
AT
508
Avalon Trust
New Mexico
$196K +$197K +3,900 New
CPA
509
Cardiff Park Advisors
California
$196K +$1.31K +26 +0.7%
BTI
510
Blue Trust Inc
Georgia
$192K
CB
511
Community Bank
New York
$191K -$83.2K -1,651 -30%
CA
512
Continuum Advisory
Idaho
$185K -$92.7K -1,840 -33%
JFGIW
513
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$180K
MM
514
Main Management
California
$169K -$90.3K -1,791 -35%
Citigroup
515
Citigroup
New York
$157K -$2.92K -58 -2%
LWMI
516
Legacy Wealth Management (Idaho)
Idaho
$146K +$102K +2,017 +229%
Fidelity Investments
517
Fidelity Investments
Massachusetts
$116K +$23.2K +460 +25%
KWM
518
Kiker Wealth Management
Georgia
$111K +$111K +2,207 New
PCM
519
Penserra Capital Management
California
$107K +$48.7K +966 +82%
HFM
520
Hartford Financial Management
Connecticut
$104K
Fifth Third Bancorp
521
Fifth Third Bancorp
Ohio
$96.8K -$13.1K -259 -12%
LC
522
Luminist Capital
Michigan
$90.4K +$63.9K +1,267 +239%
TH
523
TCTC Holdings
Texas
$87.2K
PFBT
524
Parkside Financial Bank & Trust
Missouri
$85.4K
EB
525
Eastern Bank
Massachusetts
$84.8K