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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
STA
1
Summit Trail Advisors
New York
$1.38B +$277M +5,502,742 +25%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.05B +$546M +10,832,800 +108%
Morgan Stanley
3
Morgan Stanley
New York
$945M -$23.5M -466,875 -2%
Bank of America
4
Bank of America
North Carolina
$787M +$36M +713,601 +5%
LPL Financial
5
LPL Financial
California
$644M +$9.4M +186,485 +1%
UBS Group
6
UBS Group
Switzerland
$333M +$41.6M +824,855 +14%
Raymond James Financial
7
Raymond James Financial
Florida
$320M +$33.1M +656,997 +12%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$316M +$59.4M +1,179,423 +23%
BW
9
BIP Wealth
Georgia
$290M +$3.53M +70,097 +1%
SWA
10
Serenus Wealth Advisors
California
$282M +$37M +733,794 +15%
Ameriprise
11
Ameriprise
Minnesota
$220M +$30.7M +609,923 +16%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$168M +$6.21M +123,142 +4%
Wells Fargo
13
Wells Fargo
California
$156M -$17.8M -353,461 -10%
HighTower Advisors
14
HighTower Advisors
Illinois
$119M -$10.8M -214,077 -8%
PAG
15
Private Advisor Group
New Jersey
$117M -$10.7M -212,784 -8%
Renaissance Technologies
16
Renaissance Technologies
New York
$115M +$22.2M +441,300 +24%
IWM
17
IHT Wealth Management
Illinois
$101M +$16.6M +329,773 +20%
Osaic Holdings
18
Osaic Holdings
Arizona
$91.2M +$19.8M +393,280 +28%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$89.9M +$39.9M +792,292 +80%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$85.8M -$9.19M -182,242 -10%
WCM
21
Wealthcare Capital Management
Virginia
$81M -$135K -2,671 -0.2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$79.1M +$4.65M +92,353 +6%
WANY
23
Wealthspire Advisors (New York)
New York
$76.3M +$5.67M +112,529 +8%
Lido Advisors
24
Lido Advisors
California
$76.3M +$396K +7,852 +0.5%
CPCM
25
Cardinal Point Capital Management
Ontario, Canada
$71.2M +$156K +3,104 +0.2%