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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
T
526
Tidemark
California
$12.4K
C
527
Covestor
United Kingdom
$12K
TFGT
528
TS Financial Group (TSFG)
Illinois
$10K
Franklin Resources
529
Franklin Resources
California
$6.79K
BWM
530
Bernard Wealth Management
Michigan
$6.74K
TCOT
531
Trust Company of Toledo
Ohio
$6.69K
CFO
532
CVA Family Office
Colorado
$6.28K
NFSG
533
Newbridge Financial Services Group
Florida
$5.98K
CFB
534
Cullen/Frost Bankers
Texas
$5.03K
CTWM
535
Cherry Tree Wealth Management
Minnesota
$4.98K
TCM
536
Triumph Capital Management
Colorado
$4.27K
CPG
537
Cornerstone Planning Group
New Jersey
$3.59K
OC
538
Oakworth Capital
Alabama
$3.47K
GEA
539
Glen Eagle Advisors
New Jersey
$2.87K
PA
540
Parallel Advisors
California
$2.21K
GA
541
Guerra Advisors
Florida
$1.91K
MSG
542
Main Street Group
Virginia
$1.86K
TPCW
543
TD Private Client Wealth
New York
$1.06K
RBC
544
Roble Belko & Company
Pennsylvania
$1K
HHGA
545
Halbert Hargrove Global Advisors
California
$905
RIL
546
Rothschild Investment LLC
Illinois
$704
MA
547
MCF Advisors
Kentucky
$553
SAS
548
Spurstone Advisory Services
Connecticut
$552
SWIM
549
Smallwood Wealth Investment Management
New Jersey
$50
CA
550
Calton & Associates
Florida