We are live on ! Find out more
USFR icon

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
DCM
51
Disciplina Capital Management
Tennessee
$36.5M +$9.78M +194,087 +37%
SFGP
52
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$35.2M -$8.09M -160,422 -19%
CCP
53
Carmel Capital Partners
California
$35M +$3.9M +77,286 +13%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$34.5M +$1.29M +25,558 +4%
AFP
55
Ausdal Financial Partners
Iowa
$34.1M +$13.1M +259,226 +62%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$33.7M +$7.19M +142,716 +27%
CAL
57
Capital Analysts LLC
Pennsylvania
$33.3M -$5.43M -107,777 -14%
SPIA
58
Steward Partners Investment Advisory
New York
$32.9M +$2.32M +46,003 +8%
MIG
59
McGuire Investment Group
Rhode Island
$32M +$5.45M +108,187 +21%
LFAS
60
Level Four Advisory Services
Texas
$31.9M +$153K +3,029 +0.5%
VPP
61
Vertex Planning Partners
Illinois
$31.8M +$2.1M +41,720 +7%
MTC
62
Matrix Trust Company
Colorado
$30.8M -$4.78M -94,846 -13%
SC
63
Sykon Capital
New York
$29.3M -$1.9M -37,736 -6%
CC
64
Cypress Capital
Tennessee
$28.4M -$327K -6,487 -1%
RFA
65
Reyes Financial Architecture
California
$26.5M -$3.1M -61,444 -10%
WB
66
Webster Bank
Connecticut
$26M -$5.2M -103,263 -17%
MWM
67
Modern Wealth Management
Kansas
$25.8M -$1.22M -24,297 -5%
Mariner
68
Mariner
Kansas
$25.6M +$10.8M +214,381 +73%
BA
69
Bristlecone Advisors
Washington
$25.6M +$851K +16,886 +3%
TFA
70
Tobias Financial Advisors
Florida
$25.4M +$585K +11,610 +2%
WAP
71
Wealthcare Advisory Partners
Pennsylvania
$25.1M +$1.66M +32,854 +7%
PCM
72
Permanent Capital Management
Illinois
$24.9M +$991K +19,668 +4%
NPI
73
New Perspectives Inc
Mississippi
$23.8M +$10.6M +210,657 +80%
FFO
74
Fortitude Family Office
Arizona
$23.6M +$20.3M +402,759 +601%
GWM
75
Geneos Wealth Management
Colorado
$22.4M +$13M +258,609 +139%