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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
EWM
526
EPG Wealth Management
Georgia
$81.7K +$857 +17 +1%
CA
527
CoreCap Advisors
Michigan
$66.6K -$454 -9 -0.7%
FHA
528
First Horizon Advisors
Tennessee
$63.1K +$27.4K +544 +77%
BOJHT
529
Bank of Jackson Hole Trust
Wyoming
$60.3K
CPG
530
Cornerstone Planning Group
New Jersey
$50.5K -$7.16K -142 -12%
VWM
531
Vermillion Wealth Management
Minnesota
$47K +$3.88K +77 +9%
BBHC
532
Brown Brothers Harriman & Co
New York
$39.1K -$107K -2,125 -73%
WSFS
533
Wilmington Savings Fund Society
Delaware
$37.7K -$103K -2,050 -73%
VWWMG
534
Vermillion & White Wealth Management Group
Pennsylvania
$35K
GWSA
535
Global Wealth Strategies & Associates
Colorado
$34.1K -$2.07M -41,148 -98%
EWP
536
Elevation Wealth Partners
California
$33.6K
MBFW
537
Morton Brown Family Wealth
Pennsylvania
$32.5K +$32.5K +645 New
CCM
538
Coldstream Capital Management
Washington
$31.7K +$31.8K +630 New
AWM
539
Atticus Wealth Management
Florida
$29.9K -$44.1K -874 -59%
WF
540
Wayfinding Financial
Washington
$27K +$27.5K +545 New
PB
541
Pinnacle Bancorp
Nebraska
$25K
T
542
Tidemark
California
$22.5K -$68.9K -1,366 -75%
BGAI
543
Bruce G. Allen Investments
Colorado
$21.9K +$202 +4 +0.9%
CIBC Private Wealth Group
544
CIBC Private Wealth Group
Georgia
$18.6K -$13.7K -272 -42%
DJSG
545
D.J. St. Germain
Massachusetts
$16.9K +$16.9K +336 New
GIA
546
GHP Investment Advisors
Colorado
$16K +$15.1K +299 +1,574%
APW
547
Aventura Private Wealth
Florida
$15.4K +$15.4K +306 New
GCM
548
Gables Capital Management
Florida
$15.1K
1IA
549
1620 Investment Advisors
Massachusetts
$14.2K
CAIM
550
Catherine Avery Investment Management
Florida
$12.6K +$151 +3 +1%