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WisdomTree Floating Rate Treasury Fund

592 hedge funds and large institutions have $9.53B invested in WisdomTree Floating Rate Treasury Fund in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 216 increasing their positions, 232 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
94
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
AFM
251
Aspetuck Financial Management
Connecticut
$2.76M
EP
252
Edgestream Partners
New Jersey
$2.7M
MC
253
Middleton & Co
Massachusetts
$2.69M
NL
254
NWAM LLC
Washington
$2.68M
BCG
255
Bravias Capital Group
New Jersey
$2.64M
IFG
256
Independent Financial Group
California
$2.63M
SWP
257
Strategic Wealth Partners
Ohio
$2.61M
TFA
258
Transamerica Financial Advisors
Florida
$2.59M
RCS
259
Retirement Capital Strategies
California
$2.58M
SF
260
Summit Financial
New Jersey
$2.55M
DWM
261
Denver Wealth Management
Colorado
$2.53M
FGA
262
Fortis Group Advisors
New Jersey
$2.52M
PFA
263
Professional Financial Advisors
Nebraska
$2.49M
SWA
264
SFMG Wealth Advisors
Texas
$2.48M
Janney Montgomery Scott
265
Janney Montgomery Scott
Pennsylvania
$2.47M
SFS
266
Sowell Financial Services
Arkansas
$2.46M
OC
267
Optima Capital
Oregon
$2.46M
TNBTD
268
Trustmark National Bank Trust Department
Mississippi
$2.42M
BCI
269
Brinker Capital Investments
Pennsylvania
$2.39M
FTUS
270
Flow Traders U.S.
New York
$2.33M
PFA
271
Portland Financial Advisors
New York
$2.32M
IA
272
IFP Advisors
Florida
$2.3M
GAA
273
Global Assets Advisory
Florida
$2.24M
AWM
274
Avaii Wealth Management
Wisconsin
$2.24M
WG
275
Watchman Group
Texas
$2.2M