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WisdomTree Floating Rate Treasury Fund

555 hedge funds and large institutions have $11B invested in WisdomTree Floating Rate Treasury Fund in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 210 increasing their positions, 241 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less 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: 210 | Existing positions reduced: 241

Holders
555
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
HHGA
551
Halbert Hargrove Global Advisors
California
$905
RIL
552
Rothschild Investment LLC
Illinois
$704
MA
553
MCF Advisors
Kentucky
$553
SAS
554
Spurstone Advisory Services
Connecticut
$552
SWIM
555
Smallwood Wealth Investment Management
New Jersey
$50
CA
556
Calton & Associates
Florida
HF
557
HRT Financial
New York
Citadel Advisors
558
Citadel Advisors
Florida
1WM
559
1858 Wealth Management
Ohio
PWM
560
Puff Wealth Management
New Jersey
MA
561
MBA Advisors
Pennsylvania
VBFG
562
Vishria Bird Financial Group
Tennessee
FAIM
563
Financial Advocates Investment Management
Washington
GSEP
564
Golden State Equity Partners
California
Millennium Management
565
Millennium Management
New York
QC
566
Quadrature Capital
United Kingdom
FIS
567
Fischer Investment Strategies
California
WSFS
568
Wilmington Savings Fund Society
Delaware
SCM
569
Sollinda Capital Management
Florida
ARC
570
Advisor Resource Council
Texas
TCWA
571
Turtle Creek Wealth Advisors
Texas
VWM
572
Venturi Wealth Management
Texas
VWA
573
VSM Wealth Advisory
Maryland
MFIM
574
Mesirow Financial Investment Management
Illinois
CAMG
575
CWA Asset Management Group
Florida