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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
Kayne Anderson Rudnick Investment Management
76
Kayne Anderson Rudnick Investment Management
California
$22.3M +$2.21M +43,830 +11%
SI
77
Stonekeep Investments
New Mexico
$21.8M -$886K -17,572 -4%
LI
78
LifeWealth Investments
Florida
$21.7M +$15.4M +305,272 +242%
TFG
79
Team Financial Group
California
$21.4M +$90.8K +1,801 +0.4%
GWANC
80
Guardian Wealth Advisors (North Carolina)
North Carolina
$21.2M +$145K +2,878 +0.7%
RW
81
Regimen Wealth
Georgia
$21.1M +$364K +7,215 +2%
FCM
82
Fourpath Capital Management
Oklahoma
$20.7M +$20.8M +411,862 New
CCP
83
Cassia Capital Partners
North Carolina
$20.7M -$557K -11,049 -3%
UIC
84
Uniplan Investment Counsel
Wisconsin
$19.9M +$2.38M +47,238 +14%
UPS
85
UHLMANN PRICE SECURITIES
Illinois
$19.6M -$105K -2,076 -0.5%
AWS
86
Atria Wealth Solutions
New York
$19.1M +$9.49M +188,207 +98%
MPW
87
Melone Private Wealth
Michigan
$19.1M -$2.96M -58,773 -13%
DC
88
Dorval Corp
Minnesota
$18.8M +$537K +10,645 +3%
SG
89
Sharper & Granite
California
$18.5M +$6.46M +128,099 +53%
JCM
90
Jacobi Capital Management
Pennsylvania
$18.1M +$139K +2,758 +0.8%
MWM
91
Moulton Wealth Management
Washington
$17.4M +$2.83M +56,147 +19%
UAS
92
United Asset Strategies
New York
$17.3M -$3.27M -64,856 -16%
CSP
93
Cary Street Partners
Virginia
$17.3M +$1.39M +27,577 +9%
FNC
94
First National Corp
Massachusetts
$16.6M +$1.12M +22,244 +7%
LW
95
Lauer Wealth
Indiana
$16.4M -$2.4M -47,629 -13%
HF
96
HRT Financial
New York
$16.4M +$16.2M +320,565 +7,033%
CIA
97
Concurrent Investment Advisors
Florida
$16.3M -$40.3K -800 -0.2%
FSA
98
Financial Security Advisor
Virginia
$15.9M +$1.15M +22,742 +8%
ACA
99
Aptus Capital Advisors
Alabama
$15.4M +$127K +2,516 +0.8%
AF
100
Apexium Financial
Texas
$15.1M +$9.92M +196,855 +190%