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WisdomTree Floating Rate Treasury Fund

555 hedge funds and large institutions have $11B invested in WisdomTree Floating Rate Treasury Fund in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 210 increasing their positions, 241 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less 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: 210 | Existing positions reduced: 241

Holders
555
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
SG
76
Sharper & Granite
California
$20.5M
GVCM
77
Global View Capital Management
Wisconsin
$20.3M
SWM
78
Stonebridge Wealth Management
Illinois
$20M
ACA
79
Aptus Capital Advisors
Alabama
$19.9M
MWM
80
Modern Wealth Management
Kansas
$19.6M
CCP
81
Cassia Capital Partners
North Carolina
$19.3M
GWANC
82
Guardian Wealth Advisors (North Carolina)
North Carolina
$19M
SA
83
Sanctuary Advisors
Indiana
$18.9M
AZ
84
Alpha Zero
Florida
$18.8M
UAS
85
United Asset Strategies
New York
$18.7M
RFA
86
Reyes Financial Architecture
California
$17.7M
FCM
87
Fourpath Capital Management
Oklahoma
$17.3M
MPW
88
Melone Private Wealth
Michigan
$16.7M
LFS
89
Leibman Financial Services
Nebraska
$16.6M
EF
90
Envision Financial
Wisconsin
$16.6M
CIA
91
Concurrent Investment Advisors
Florida
$16.4M
SL
92
SFM LLC
New Hampshire
$16.3M
FSA
93
Financial Security Advisor
Virginia
$16.2M
GWM
94
GSB Wealth Management
Connecticut
$16.1M
LW
95
Lauer Wealth
Indiana
$15.8M
CCG
96
Catalina Capital Group
California
$15.7M
UIC
97
Uniplan Investment Counsel
Wisconsin
$15.1M
WAP
98
Wealthcare Advisory Partners
Pennsylvania
$15M
EFH
99
Eaton Financial Holdings
Florida
$14.9M
Mariner
100
Mariner
Kansas
$14.7M