USFR icon

WisdomTree Floating Rate Treasury Fund

581 hedge funds and large institutions have $9.38B invested in WisdomTree Floating Rate Treasury Fund in 2025 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 211 increasing their positions, 231 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
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
IWA
351
Integrity Wealth Advisors
California
$1.07M
AF
352
ASL Financial
California
$1.04M
JWCA
353
J.W. Cole Advisors
Florida
$1.03M
DFA
354
DHJJ Financial Advisors
Illinois
$1.02M
FIA
355
Foundations Investment Advisors
Arizona
$1.02M
BOM
356
Bank of Marin
California
$1.02M
EGM
357
Engineers Gate Manager
New York
$1.02M
IIA
358
Integrity Investment Advisors
Colorado
$1.01M
LI
359
LifeWealth Investments
Florida
$1.01M
WCM
360
Winebrenner Capital Management
Kentucky
$1M
WIA
361
World Investment Advisors
California
$983K
VC
362
Vicus Capital
Pennsylvania
$977K
KV
363
Kickstand Ventures
New York
$972K
TCWA
364
Turtle Creek Wealth Advisors
Texas
$969K
FA
365
Fiduciary Alliance
South Carolina
$957K
VT
366
Vise Technologies
New York
$945K
OWM
367
OneAscent Wealth Management
Alabama
$940K
MA
368
MKT Advisors
California
$940K
UB
369
UMB Bank
Missouri
$935K
RSWM
370
Robertson Stephens Wealth Management
California
$932K
JIP
371
Jaffetilchin Investment Partners
Florida
$914K
FPB
372
First PREMIER Bank
South Dakota
$912K
PCM
373
Prelude Capital Management
New York
$906K
FA
374
Flagstar Advisors
New York
$899K
SIAG
375
Safeguard Investment Advisory Group
California
$886K