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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
CFD
551
Creative Financial Designs
Indiana
$12.4K +$12.4K +246 New
RI
552
Ridgewood Investments
New Jersey
$11.1K -$99.6K -1,976 -90%
PGAM
553
Princeton Global Asset Management
New Jersey
$10.1K
C
554
Covestor
United Kingdom
$10K -$21K -416 -69%
HWP
555
Highline Wealth Partners
California
$9.93K +$101 +2 +1%
AF
556
Advisornet Financial
Minnesota
$7.7K -$108K -2,135 -93%
BWM
557
Bernard Wealth Management
Michigan
$7.35K +$6.75K +134 +1,117%
SWM
558
Spire Wealth Management
Virginia
$7.05K +$50 +1 +0.7%
TFGT
559
TS Financial Group (TSFG)
Illinois
$7K +$50 +1 +0.8%
IHWM
560
Iron Horse Wealth Management
Iowa
$6.69K +$6.7K +133 New
HNB
561
Huntington National Bank
Ohio
$6.54K
CFO
562
CVA Family Office
Colorado
$6.29K
NFSG
563
Newbridge Financial Services Group
Florida
$5.99K
TPCW
564
TD Private Client Wealth
New York
$3.22K -$403 -8 -11%
GEA
565
Glen Eagle Advisors
New Jersey
$2.87K
PCA
566
PMV Capital Advisers
Texas
$2.42K +$2.42K +48 New
MAS
567
MPWM Advisory Solutions
Georgia
$2.22K
PA
568
Parallel Advisors
California
$2.21K
GM
569
GeoWealth Management
Illinois
$2.03K -$5.86M -116,271 -100%
MSG
570
Main Street Group
Virginia
$1.86K
MSWA
571
Marshall & Sterling Wealth Advisors
New York
$1.25K
RBC
572
Roble Belko & Company
Pennsylvania
$1K
RIL
573
Rothschild Investment LLC
Illinois
$705
MA
574
MCF Advisors
Kentucky
$554
SAS
575
Spurstone Advisory Services
Connecticut
$553 +$554 +11 New