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WisdomTree Floating Rate Treasury Fund

575 hedge funds and large institutions have $9.37B invested in WisdomTree Floating Rate Treasury Fund in 2025 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 211 increasing their positions, 230 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
90
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
SF
251
Summit Financial
New Jersey
$2.55M
DWM
252
Denver Wealth Management
Colorado
$2.53M
FGA
253
Fortis Group Advisors
New Jersey
$2.52M
PFA
254
Professional Financial Advisors
Nebraska
$2.49M
SWA
255
SFMG Wealth Advisors
Texas
$2.48M
Janney Montgomery Scott
256
Janney Montgomery Scott
Pennsylvania
$2.47M
SFS
257
Sowell Financial Services
Arkansas
$2.46M
OC
258
Optima Capital
Oregon
$2.46M
TNBTD
259
Trustmark National Bank Trust Department
Mississippi
$2.42M
BCI
260
Brinker Capital Investments
Pennsylvania
$2.39M
FTUS
261
Flow Traders U.S.
New York
$2.33M
PFA
262
Portland Financial Advisors
New York
$2.32M
IA
263
IFP Advisors
Florida
$2.3M
GAA
264
Global Assets Advisory
Florida
$2.24M
AWM
265
Avaii Wealth Management
Wisconsin
$2.24M
WG
266
Watchman Group
Texas
$2.2M
Comerica Bank
267
Comerica Bank
Texas
$2.18M
HA
268
Herold Advisors
New York
$2.17M
FWP
269
Forefront Wealth Partners
Texas
$2.16M
WP
270
Westmount Partners
California
$2.12M
CMMS
271
Comprehensive Money Management Services
Florida
$2.1M
GBA
272
Garrison Bradford & Associates
New York
$2.1M
SFC
273
Strategic Financial Concepts
Texas
$1.93M
CFA
274
Cahill Financial Advisors
Minnesota
$1.91M
PWMAG
275
Pinnacle Wealth Management Advisory Group
New Jersey
$1.9M