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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
GC
301
Guidance Capital
Kentucky
$1.6M
Envestnet Portfolio Solutions
302
Envestnet Portfolio Solutions
Illinois
$1.58M
CRFG
303
Columbia River Financial Group
Washington
$1.57M
GWSG
304
GPS Wealth Strategies Group
Colorado
$1.56M
ICMP
305
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.56M
XPN
306
XY Planning Network
Montana
$1.53M
HAG
307
HF Advisory Group
Maryland
$1.53M
OBWG
308
Onyx Bridge Wealth Group
New York
$1.52M
AFG
309
Atomi Financial Group
New York
$1.52M
AI
310
Atria Investments
North Carolina
$1.51M
IAN
311
Integrated Advisors Network
Texas
$1.46M
BFG
312
Berger Financial Group
Minnesota
$1.45M
EHC
313
Everett Harris & Co
California
$1.44M
SC
314
Sierra Capital
Florida
$1.41M
NS
315
NBC Securities
Alabama
$1.41M
RWM
316
Riverchase Wealth Management
Texas
$1.38M
FZCM
317
Flynn Zito Capital Management
New York
$1.37M
FHC
318
First Heartland Consultants
Missouri
$1.36M
BRWA
319
B. Riley Wealth Advisors
Florida
$1.36M
PIWA
320
Prevail Innovative Wealth Advisors
Kansas
$1.34M
CI
321
Cambiar Investors
Colorado
$1.33M
IWC
322
Integrated Wealth Concepts
Massachusetts
$1.32M
Creative Planning
323
Creative Planning
Kansas
$1.3M
IASG
324
Investment Advisory Services Group
Florida
$1.29M
QP
325
Quartz Partners
New York
$1.29M