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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
Cerity Partners
151
Cerity Partners
New York
$7.47M
SC
152
Sykon Capital
New York
$7.4M
KWM
153
Kingsview Wealth Management
Oregon
$7.22M
SOS
154
Silver Oak Securities
Tennessee
$7.22M
P
155
&Partners
Tennessee
$7.15M
KWM
156
Keebeck Wealth Management
Illinois
$7.07M
AAS
157
Annex Advisory Services
Wisconsin
$7.03M
CAM
158
Cresset Asset Management
Illinois
$6.98M
FWM
159
Fortress Wealth Management
California
$6.74M
GWM
160
Geneos Wealth Management
Colorado
$6.68M
CCAM
161
Cascades Capital Asset Management
North Carolina
$6.66M
DADC
162
D.A. Davidson & Co
Montana
$6.63M
LC
163
Landaas & Company
Wisconsin
$6.63M
CCA
164
Cypress Capital Advisors
Tennessee
$6.63M
Jane Street
165
Jane Street
New York
$6.57M
EWM
166
Elmwood Wealth Management
California
$6.51M
PAWA
167
Palo Alto Wealth Advisors
California
$6.47M
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
$6.46M
WWA
169
WCG Wealth Advisors
Nevada
$6.44M
EFA
170
Evernest Financial Advisors
Indiana
$6.26M
WCM
171
Wealthcare Capital Management
Virginia
$6.25M
AWM
172
Activest Wealth Management
Florida
$6.21M
CFP
173
Curran Financial Partners
South Carolina
$6.1M
CIAS
174
Capital Investment Advisory Services
North Carolina
$6.02M
GSWM
175
Golden State Wealth Management
California
$5.95M