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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
WCP
51
Wealthcare Capital Partners
Pennsylvania
$32.9M
MIG
52
McGuire Investment Group
Rhode Island
$30.9M
IA
53
Inspire Advisors
Idaho
$30.6M
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$28.6M
AFP
55
Ausdal Financial Partners
Iowa
$28.3M
CC
56
Cypress Capital
Tennessee
$28.3M
CCP
57
Carmel Capital Partners
California
$27.2M
VPP
58
Vertex Planning Partners
Illinois
$27.1M
IA
59
Integrity Alliance
Iowa
$26.7M
FNC
60
First National Corp
Massachusetts
$26M
CFC
61
Client First Capital
California
$25.4M
UPS
62
UHLMANN PRICE SECURITIES
Illinois
$25.3M
Kayne Anderson Rudnick Investment Management
63
Kayne Anderson Rudnick Investment Management
California
$24.6M
TFG
64
Team Financial Group
California
$24M
LWL
65
Leo Wealth LLC
Texas
$23.7M
SI
66
Stonekeep Investments
New Mexico
$22.1M
GRP
67
Global Retirement Partners
California
$21.8M
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$21.6M
FLFS
69
Family Legacy Financial Solutions
North Carolina
$21.4M
RW
70
Regimen Wealth
Georgia
$21.4M
WB
71
Webster Bank
Connecticut
$21.1M
PCM
72
Permanent Capital Management
Illinois
$21M
EWA
73
Etesian Wealth Advisors
Oregon
$20.9M
NPI
74
New Perspectives Inc
Mississippi
$20.7M
SG
75
Sharper & Granite
California
$20.5M