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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
AG
576
AmeriFlex Group
Nevada
$304
CFG
577
Copley Financial Group
California
$201 -$3.28K -65 -94%
SWIM
578
Smallwood Wealth Investment Management
New Jersey
$50 +$50 +1 New
IAA
579
Independent Advisor Alliance
North Carolina
-$26.1M -518,068 Closed
II
580
Inspire Investing
Idaho
-$17.9M -355,100 Closed
SWM
581
Stapp Wealth Management
Washington
-$17.5M -347,373 Closed
Susquehanna International Group
582
Susquehanna International Group
Pennsylvania
-$6.43M -127,770 Closed
Goldman Sachs
583
Goldman Sachs
New York
-$6.16M -122,476 Closed
ECA
584
Elevation Capital Advisory
Oregon
-$5.85M -116,164 Closed
WA
585
Win Advisors
Florida
-$3.02M -60,032 Closed
SFS
586
Security Financial Services
Indiana
-$2.37M -47,136 Closed
TWP
587
Triad Wealth Partners
Kansas
-$1.71M -33,965 Closed
WAM
588
WealthTrust Asset Management
Florida
-$1.01M -20,040 Closed
EIA
589
Eldridge Investment Advisors
New Hampshire
-$971K -19,304 Closed
LC
590
Lindbrook Capital
California
-$780K -15,500 Closed
SAM
591
Synergy Asset Management
Washington
-$767K -15,235 Closed
EP
592
Essential Planning
New Hampshire
-$743K -14,755 Closed
BOSSRA
593
B.O.S.S. Retirement Advisors
Utah
-$732K -14,555 Closed
EFG
594
Ehrlich Financial Group
California
-$691K -13,738 Closed
EL
595
Essex LLC
Illinois
-$683K -13,575 Closed
BOM
596
Bank of Marin
California
-$639K -12,694 Closed
PAG
597
Private Advisory Group
Washington
-$632K -12,553 Closed
VWM
598
Venturi Wealth Management
Texas
-$500K -9,927 Closed
C
599
Certuity
Florida
-$454K -9,032 Closed
CPRC
600
Consolidated Portfolio Review Corp
New York
-$409K -8,131 Closed