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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
EFH
101
Eaton Financial Holdings
Florida
$14.7M +$12.9M +256,198 +728%
LFS
102
Leibman Financial Services
Nebraska
$14.7M +$2.02M +40,045 +16%
EMAM
103
Encompass More Asset Management
California
$14.3M -$15.9M -315,079 -53%
SOS
104
Silver Oak Securities
Tennessee
$14.1M +$1.6M +31,744 +13%
AZ
105
Alpha Zero
Florida
$14M +$13.2M +261,804 +1,513%
SF
106
Summit Financial
New Jersey
$14M +$11.2K +223 +0.1%
BIP
107
Blue Investment Partners
California
$13.8M +$1.31M +26,021 +10%
GCWM
108
Guided Capital Wealth Management
Texas
$13.8M -$11.2M -222,255 -45%
CA
109
Calton & Associates
Florida
$13.8M +$8.11M +160,861 +143%
AHC
110
Anderson Hoagland & Co
Missouri
$13.6M -$65.6K -1,301 -0.5%
Jones Financial Companies
111
Jones Financial Companies
Missouri
$13.5M +$4.32M +85,628 +47%
CCG
112
Catalina Capital Group
California
$13.2M +$4.58M +90,921 +53%
BF
113
Bonfire Financial
Colorado
$13.2M +$328K +6,510 +3%
ES
114
Eagle Strategies
New York
$13.2M +$86K +1,706 +0.7%
HC
115
Headland Capital
South Carolina
$12.9M +$927K +18,392 +8%
MCM
116
MAI Capital Management
Ohio
$12.7M -$1.21M -23,978 -9%
TA
117
Tectonic Advisors
Texas
$12.5M -$901K -17,871 -7%
GWM
118
GSB Wealth Management
Connecticut
$12.4M -$1.08M -21,334 -8%
TCM
119
TD Capital Management
Tennessee
$12.4M -$1.32M -26,208 -10%
TCWM
120
Total Clarity Wealth Management
Illinois
$12.3M
SA
121
Sanctuary Advisors
Indiana
$11.7M -$1.26M -24,979 -10%
CWM
122
Cabot Wealth Management
Massachusetts
$11.5M -$4.13M -81,926 -26%
MAC
123
Mason & Associates (California)
California
$11.5M -$3.47M -68,837 -23%
LWL
124
Leo Wealth LLC
Texas
$11.4M -$5.18M -102,793 -31%
PCA
125
Pallas Capital Advisors
Massachusetts
$11.2M +$1.78M +35,408 +19%