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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
OC
201
Optima Capital
Oregon
$5.28M +$3.06M +60,622 +137%
NL
202
NWAM LLC
Washington
$5.12M +$771K +15,287 +18%
LMKC
203
L.M. Kohn & Company
Ohio
$5.04M +$1.13M +22,340 +29%
BWP
204
Bernardo Wealth Planning
Pennsylvania
$5.01M +$217K +4,309 +5%
EFA
205
Evernest Financial Advisors
Indiana
$4.97M +$104K +2,063 +2%
SMG
206
Smart Money Group
Texas
$4.77M +$541K +10,730 +13%
FFN
207
Focus Financial Network
Minnesota
$4.77M +$214K +4,253 +5%
MA
208
MBA Advisors
Pennsylvania
$4.6M +$258K +5,122 +6%
FGA
209
Fortis Group Advisors
New Jersey
$4.51M -$2.05M -40,753 -31%
GS
210
GTS Securities
New York
$4.43M +$2.82M +55,865 +174%
MFG
211
Magnus Financial Group
New York
$4.26M -$801K -15,896 -16%
CL
212
CIM LLC
New York
$4.25M +$91K +1,806 +2%
AWE
213
Avidian Wealth Enterprises
Texas
$4.22M +$1.21M +24,024 +40%
LAS
214
LWM Advisory Services
Florida
$4.14M +$2.54M +50,410 +158%
WCAMG
215
Woodard & Company Asset Management Group
North Carolina
$4.1M -$141K -2,806 -3%
Kovitz Investment Group Partners
216
Kovitz Investment Group Partners
Illinois
$4.05M -$228K -4,524 -5%
PAS
217
Park Avenue Securities
New York
$4.02M +$2.69M +53,414 +202%
WSWA
218
Warren Street Wealth Advisors
California
$4.02M +$453K +8,983 +13%
HP
219
Haven Private
Florida
$4.01M +$4.02M +79,725 New
AFM
220
Aspetuck Financial Management
Connecticut
$3.94M -$144K -2,861 -4%
SG
221
StoneX Group
New York
$3.89M +$332K +6,581 +9%
AF
222
Allworth Financial
California
$3.89M -$180K -3,568 -4%
IA
223
IFP Advisors
Florida
$3.88M +$2.38M +47,182 +157%
HPC
224
Hobart Private Capital
North Carolina
$3.85M +$53.7K +1,065 +1%
GFG
225
Goldstone Financial Group
Illinois
$3.72M +$56.8K +1,126 +2%