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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
MWML
176
M Wealth Management LLC
California
$6.62M -$1.29M -25,576 -16%
FWM
177
Fortress Wealth Management
California
$6.55M -$354K -7,015 -5%
CCA
178
Cypress Capital Advisors
Tennessee
$6.42M -$623K -12,368 -9%
ASN
179
Advisory Services Network
Georgia
$6.32M +$200K +3,968 +3%
CCAM
180
Cascades Capital Asset Management
North Carolina
$6.31M +$577K +11,450 +10%
JWCA
181
J.W. Cole Advisors
Florida
$6.24M +$4.29M +85,056 +218%
IWP
182
Invenio Wealth Partners
Florida
$6.18M +$3.38M +67,020 +120%
AAS
183
Ameritas Advisory Services
Nebraska
$6.14M +$271K +5,374 +5%
WA
184
Waverly Advisors
Alabama
$6.09M +$1.8M +35,811 +42%
MAA
185
Mraz Amerine & Associates
California
$6.06M +$6.07M +120,517 New
GSWM
186
Golden State Wealth Management
California
$6.01M -$578K -11,477 -9%
YWM
187
Yoder Wealth Management
California
$6.01M -$115K -2,278 -2%
PAWA
188
Palo Alto Wealth Advisors
California
$5.91M -$2.1M -41,597 -26%
VPF
189
Vantage Point Financial
Illinois
$5.88M +$85.9K +1,705 +1%
BAM
190
Belpointe Asset Management
Nevada
$5.83M +$4.62M +91,614 +377%
BFG
191
Beacon Financial Group
Texas
$5.8M -$950K -18,847 -14%
TC
192
TownSquare Capital
Utah
$5.76M +$926K +18,377 +19%
ETC
193
Exchange Traded Concepts
Oklahoma
$5.75M -$1.33M -26,450 -19%
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$5.75M +$3.56M +70,729 +163%
CIAS
195
Capital Investment Advisory Services
North Carolina
$5.62M +$146K +2,892 +3%
EI
196
Ellevest Inc
New York
$5.62M
EWA
197
Etesian Wealth Advisors
Oregon
$5.55M +$384K +7,622 +7%
CW
198
CreativeOne Wealth
Kansas
$5.33M +$502K +9,956 +10%
NL
199
NVWM LLC
Pennsylvania
$5.29M -$1.2M -23,886 -19%
Natixis Advisors
200
Natixis Advisors
Massachusetts
$5.28M -$191K -3,787 -3%