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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
WE
576
Wealth Effects
Massachusetts
TWM
577
Trueblood Wealth Management
Ohio
DWT
578
Dorsey & Whitney Trust
South Dakota
TCM
579
Traynor Capital Management
Pennsylvania
MMM
580
Mendel Money Management
Illinois
MGIA
581
Moneta Group Investment Advisors
Missouri
LWM
582
Liberty Wealth Management
California
TFO
583
Tarbox Family Office
California
First Trust Advisors
584
First Trust Advisors
Illinois
Nomura Asset Management
585
Nomura Asset Management
Japan
BCM
586
BTC Capital Management
Iowa
CFFP
587
Center for Financial Planning
Michigan
ADL
588
Asset Dedication LLC
California
KWM
589
Kiker Wealth Management
Georgia
BIG
590
Brooklyn Investment Group
New York
AWM
591
Atticus Wealth Management
Florida
BGAI
592
Bruce G. Allen Investments
Colorado
AAP
593
Arax Advisory Partners
Colorado
RI
594
Ridgewood Investments
New Jersey
PGAM
595
Princeton Global Asset Management
New Jersey
AF
596
Advisornet Financial
Minnesota
LFA
597
Legend Financial Advisors
Pennsylvania
MAS
598
MPWM Advisory Solutions
Georgia
GM
599
GeoWealth Management
Illinois