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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
Fiera Capital (Canada)
126
Fiera Capital (Canada)
Quebec, Canada
$10.5M
MWM
127
Moulton Wealth Management
Washington
$10.4M
SWP
128
Stratos Wealth Partners
Ohio
$10.3M
ACC
129
Acorn Creek Capital
Colorado
$10.2M
PGWM
130
Parisi Gray Wealth Management
New Jersey
$10.1M
IF
131
Intrua Financial
Texas
$10M
WWM
132
WT Wealth Management
Arizona
$10M
TCM
133
TD Capital Management
Tennessee
$9.86M
ACG
134
Allen Capital Group
Nebraska
$9.86M
MIA
135
Milestone Investment Advisors
Wisconsin
$9.81M
HIP
136
HUB Investment Partners
Texas
$9.71M
BWM
137
BlackDiamond Wealth Management
New York
$9.67M
CRWM
138
Castle Rock Wealth Management
California
$9.59M
PA
139
Procyon Advisors
Connecticut
$9.44M
NL
140
NVWM LLC
Pennsylvania
$9.4M
CWM
141
Cabot Wealth Management
Massachusetts
$9.3M
WG
142
Warner Group
Connecticut
$8.73M
MAC
143
Mason & Associates (California)
California
$8.66M
Kovitz Investment Group Partners
144
Kovitz Investment Group Partners
Illinois
$8.59M
NA
145
NewEdge Advisors
Louisiana
$8.52M
AG
146
AlTi Global
New York
$8.48M
IWP
147
Invenio Wealth Partners
Florida
$8.26M
TCWM
148
Total Clarity Wealth Management
Illinois
$7.73M
LWANC
149
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.65M
FFS
150
Founders Financial Securities
Maryland
$7.55M