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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
Focus Partners Wealth
601
Focus Partners Wealth
Massachusetts
-$277K -5,505 Closed
AMM
602
American Money Management
California
-$232K -4,616 Closed
HWA
603
HCR Wealth Advisors
California
-$217K -4,309 Closed
TWM
604
Trinity Wealth Management
Pennsylvania
-$212K -4,209 Closed
MWM
605
Melfa Wealth Management
Massachusetts
-$209K -4,145 Closed
TI
606
Tidal Investments
Wisconsin
-$203K -4,040 Closed
VCM
607
Versant Capital Management
Arizona
-$191K -3,800 Closed
SMAM
608
Sugar Maple Asset Management
Wisconsin
-$104K -2,060 Closed
KIM
609
Kestra Investment Management
Texas
-$77.1K -1,532 Closed
CP
610
Castleview Partners
Texas
-$66.9K -1,329 Closed
CJL
611
Cyrus J. Lawrence
New York
-$42K -837 Closed
CBT
612
CoreFirst Bank & Trust
Kansas
-$39.1K -778 Closed
DF
613
Dunhill Financial
United Kingdom
-$24.6K -488 Closed
MPWT
614
MassMutual Private Wealth & Trust
Connecticut
-$10.1K -200 Closed
OC
615
Oarsman Capital
Wisconsin
-$6.79K -135 Closed
FWM
616
FLP Wealth Management
Arkansas
-$3.52K -70 Closed
CAS
617
Coppell Advisory Solutions
Texas
-$3.47K -69 Closed
PMFA
618
Plante Moran Financial Advisors
Michigan
-$3.42K -68 Closed
LFA
619
Legend Financial Advisors
Pennsylvania
-$2.97K -59 Closed
CA
620
Centerpoint Advisors
Massachusetts
-$2K -49 Closed
RBA
621
Richard Bernstein Advisors
New York
-$578 -12 Closed