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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
OP
176
ORG Partners
Indiana
$5.87M
SF
177
Summit Financial
New Jersey
$5.85M
BA
178
Bristlecone Advisors
Washington
$5.7M
EI
179
Ellevest Inc
New York
$5.53M
Baird Financial Group
180
Baird Financial Group
Wisconsin
$5.52M
ASN
181
Advisory Services Network
Georgia
$5.49M
CWM
182
Collaborative Wealth Management
Florida
$5.41M
PCA
183
Prosperity Capital Advisors
Ohio
$5.4M
BAM
184
Belpointe Asset Management
Nevada
$5.35M
YWM
185
Yoder Wealth Management
California
$5.34M
WSWA
186
Warren Street Wealth Advisors
California
$5.34M
AAS
187
Ameritas Advisory Services
Nebraska
$5.31M
ETC
188
Exchange Traded Concepts
Oklahoma
$5.27M
LAS
189
LWM Advisory Services
Florida
$5.13M
WA
190
Waverly Advisors
Alabama
$5.07M
BWP
191
Bernardo Wealth Planning
Pennsylvania
$5M
FVCM
192
F&V Capital Management
Florida
$4.91M
MFG
193
Magnus Financial Group
New York
$4.87M
WWM
194
Western Wealth Management
Colorado
$4.77M
HPC
195
Hobart Private Capital
North Carolina
$4.75M
CAL
196
Capital Analysts LLC
Pennsylvania
$4.73M
BCI
197
Brinker Capital Investments
Pennsylvania
$4.63M
FFN
198
Focus Financial Network
Minnesota
$4.48M
WCAMG
199
Woodard & Company Asset Management Group
North Carolina
$4.45M
SLC
200
Second Line Capital
Louisiana
$4.42M