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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
ACC
126
Acorn Creek Capital
Colorado
$11.1M +$559K +11,099 +5%
PGWM
127
Parisi Gray Wealth Management
New Jersey
$10.9M +$1.92M +38,002 +21%
SWP
128
Stratos Wealth Partners
Ohio
$10.9M -$3.82M -75,744 -26%
HIP
129
HUB Investment Partners
Texas
$10.9M +$2.97M +58,845 +37%
AIP
130
Almanack Investment Partners
Pennsylvania
$10.3M +$900K +17,865 +10%
CM
131
Capital Management
Virginia
$10.2M +$620K +12,305 +6%
AG
132
AlTi Global
New York
$10.2M +$3.44M +68,208 +51%
FHA
133
Flagship Harbor Advisors
Massachusetts
$10.2M -$473K -9,387 -4%
EH
134
Equitable Holdings
New York
$10M -$1.5M -29,723 -13%
MML Investors Services
135
MML Investors Services
Massachusetts
$9.97M +$1.54M +30,630 +18%
IWC
136
Integrated Wealth Concepts
Massachusetts
$9.92M +$1.17M +23,120 +13%
SWMG
137
Sanchez Wealth Management Group
Florida
$9.92M +$359K +7,126 +4%
WWM
138
Western Wealth Management
Colorado
$9.85M +$5.51M +109,331 +127%
NG
139
Novem Group
New York
$9.77M +$906K +17,984 +10%
CRWM
140
Castle Rock Wealth Management
California
$9.73M +$3.31M +65,707 +51%
SL
141
SFM LLC
New Hampshire
$9.73M -$1.13M -22,397 -10%
HCM
142
Howard Capital Management
Georgia
$9.64M -$489K -9,696 -0.5%
ACG
143
Allen Capital Group
Nebraska
$9.58M +$3.24M +64,289 +51%
MFG
144
Merit Financial Group
Georgia
$9.42M -$3.1M -61,517 -25%
AWM
145
Axxcess Wealth Management
California
$9.39M -$597K -11,840 -6%
FIS
146
Fischer Investment Strategies
California
$9.35M +$1.63M +32,410 +21%
PA
147
Procyon Advisors
Connecticut
$8.88M +$7.62M +151,103 +595%
CI
148
Cambiar Investors
Colorado
$8.82M +$265K +5,249 +3%
Cerity Partners
149
Cerity Partners
New York
$8.81M +$415K +8,234 +5%
NA
150
NewEdge Advisors
Louisiana
$8.64M +$4.87M +96,600 +129%