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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
KWM
151
Kingsview Wealth Management
Oregon
$8.52M -$63.4K -1,257 -0.7%
UFA
152
US Financial Advisors
Massachusetts
$8.43M +$2.37M +46,937 +39%
GVAG
153
Great Valley Advisor Group
Delaware
$8.27M +$5.28M +104,778 +176%
EF
154
Envision Financial
Wisconsin
$8.21M +$1.4M +27,812 +21%
SFM
155
Signet Financial Management
New Jersey
$8.12M -$534K -10,604 -6%
Millennium Management
156
Millennium Management
New York
$8.05M -$4.07M -80,845 -34%
BWM
157
BlackDiamond Wealth Management
New York
$7.84M -$10.4M -206,573 -57%
IA
158
IFG Advisory
Georgia
$7.81M +$399K +7,907 +5%
MIA
159
Milestone Investment Advisors
Wisconsin
$7.78M +$1.69M +33,472 +28%
AAS
160
Avantax Advisory Services
Texas
$7.68M +$2.04M +40,543 +36%
EWM
161
Elmwood Wealth Management
California
$7.61M -$610K -12,110 -7%
WWA
162
WCG Wealth Advisors
Nevada
$7.49M +$1.11M +21,991 +17%
CFP
163
Curran Financial Partners
South Carolina
$7.47M +$300K +5,958 +4%
DADC
164
D.A. Davidson & Co
Montana
$7.47M -$230K -4,566 -3%
PA
165
PFG Advisors
Arizona
$7.4M +$5.34M +105,883 +257%
CIA
166
Christian Investment Advisors
Texas
$7.37M +$257K +5,089 +4%
LWANC
167
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.34M +$205K +4,075 +3%
GAA
168
Global Assets Advisory
Florida
$7.26M +$4.92M +97,700 +210%
P
169
&Partners
Tennessee
$7.15M +$356K +7,063 +5%
AWM
170
AE Wealth Management
Kansas
$7.14M -$9.31M -184,780 -57%
FFS
171
Founders Financial Securities
Maryland
$7.13M +$6.63M +131,636 +1,303%
ACM
172
Andina Capital Management
Utah
$7.02M +$4.51M +89,482 +179%
AWM
173
Activest Wealth Management
Florida
$6.99M -$288K -5,705 -4%
CWM
174
Collaborative Wealth Management
Florida
$6.97M +$138K +2,736 +2%
KWM
175
Keebeck Wealth Management
Illinois
$6.77M -$6.11M -121,211 -47%