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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
GVCM
76
Global View Capital Management
Wisconsin
$20.3M
SWM
77
Stonebridge Wealth Management
Illinois
$20M
ACA
78
Aptus Capital Advisors
Alabama
$19.9M
MWM
79
Modern Wealth Management
Kansas
$19.6M
CCP
80
Cassia Capital Partners
North Carolina
$19.3M
GWANC
81
Guardian Wealth Advisors (North Carolina)
North Carolina
$19M
AZ
82
Alpha Zero
Florida
$18.8M
UAS
83
United Asset Strategies
New York
$18.7M
RFA
84
Reyes Financial Architecture
California
$17.7M
FCM
85
Fourpath Capital Management
Oklahoma
$17.3M
MPW
86
Melone Private Wealth
Michigan
$16.7M
LFS
87
Leibman Financial Services
Nebraska
$16.6M
EF
88
Envision Financial
Wisconsin
$16.6M
CIA
89
Concurrent Investment Advisors
Florida
$16.4M
SL
90
SFM LLC
New Hampshire
$16.3M
FSA
91
Financial Security Advisor
Virginia
$16.2M
GWM
92
GSB Wealth Management
Connecticut
$16.1M
LW
93
Lauer Wealth
Indiana
$15.8M
CCG
94
Catalina Capital Group
California
$15.7M
UIC
95
Uniplan Investment Counsel
Wisconsin
$15.1M
WAP
96
Wealthcare Advisory Partners
Pennsylvania
$15M
EFH
97
Eaton Financial Holdings
Florida
$14.9M
Mariner
98
Mariner
Kansas
$14.7M
IA
99
IFG Advisory
Georgia
$14.7M
BF
100
Bonfire Financial
Colorado
$14.7M