USFR icon

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
BS
326
Banco Santander
Spain
$1.28M
SWA
327
Sax Wealth Advisors
New Jersey
$1.27M
National Bank of Canada
328
National Bank of Canada
Quebec, Canada
$1.26M
SFG
329
Sovereign Financial Group
Connecticut
$1.25M
VA
330
VestGen Advisors
Illinois
$1.22M
QCM
331
Quantinno Capital Management
New York
$1.21M
CFCI
332
Comprehensive Financial Consultants Institutional
Indiana
$1.21M
NFTC
333
North Forty Two & Co
Oregon
$1.18M
CCA
334
Cravens & Co Advisors
Tennessee
$1.18M
CWA
335
Continuum Wealth Advisors
New York
$1.17M
ICP
336
Impact Capital Partners
Colorado
$1.16M
FF
337
Friedenthal Financial
New Jersey
$1.15M
SWM
338
Segment Wealth Management
Texas
$1.11M
Northern Trust
339
Northern Trust
Illinois
$1.11M
PCA
340
Prosperity Capital Advisors
Ohio
$1.11M
FDW
341
Fourth Dimension Wealth
Ohio
$1.1M
CSC
342
Caldwell Sutter Capital
California
$1.1M
EWA
343
EP Wealth Advisors
California
$1.09M
TCBWMS
344
Texas Capital Bank Wealth Management Services
Texas
$1.09M
CA
345
CGN Advisors
Kansas
$1.09M
WS
346
Wedbush Securities
California
$1.07M
IWA
347
Integrity Wealth Advisors
California
$1.07M
AF
348
ASL Financial
California
$1.04M
JWCA
349
J.W. Cole Advisors
Florida
$1.03M
DFA
350
DHJJ Financial Advisors
Illinois
$1.02M