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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
TI
576
Tidal Investments
Wisconsin
CPW
577
Cove Private Wealth
New York
MMA
578
Miracle Mile Advisors
California
LA
579
Latitude Advisors
Florida
VCP
580
Verus Capital Partners
Arizona
IWA
581
Icon Wealth Advisors
Texas
WE
582
Wealth Effects
Massachusetts
TWM
583
Trueblood Wealth Management
Ohio
DWT
584
Dorsey & Whitney Trust
South Dakota
TCM
585
Traynor Capital Management
Pennsylvania
MMM
586
Mendel Money Management
Illinois
MGIA
587
Moneta Group Investment Advisors
Missouri
LWM
588
Liberty Wealth Management
California
TFO
589
Tarbox Family Office
California
First Trust Advisors
590
First Trust Advisors
Illinois
Nomura Asset Management
591
Nomura Asset Management
Japan
BCM
592
BTC Capital Management
Iowa
CFFP
593
Center for Financial Planning
Michigan
ADL
594
Asset Dedication LLC
California
KWM
595
Kiker Wealth Management
Georgia
BIG
596
Brooklyn Investment Group
New York
AWM
597
Atticus Wealth Management
Florida
BGAI
598
Bruce G. Allen Investments
Colorado
AAP
599
Arax Advisory Partners
Colorado
RI
600
Ridgewood Investments
New Jersey