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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
AWM
376
Aprio Wealth Management
Georgia
$853K
AWM
377
AE Wealth Management
Kansas
$838K
KA
378
Kovack Advisors
Florida
$833K
SSWM
379
Sheets Smith Wealth Management
North Carolina
$829K
GC
380
Guggenheim Capital
Illinois
$823K
AWM
381
Apollon Wealth Management
South Carolina
$821K
CL
382
Choreo LLC
Illinois
$819K
ACM
383
Adalta Capital Management
New York
$805K
GIPW
384
Granite Islands Private Wealth
Connecticut
$804K
Pathstone Holdings
385
Pathstone Holdings
New Jersey
$787K
GA
386
GFS Advisors
Texas
$767K
AWM
387
Avior Wealth Management
Nebraska
$756K
AIM
388
Advyzon Investment Management
Illinois
$734K
NWP
389
NerdWallet Wealth Partners
New York
$725K
RSWA
390
Robinson Smith Wealth Advisors
Maine
$725K
CHJWM
391
Carlton Hofferkamp & Jenks Wealth Management
Texas
$725K
CWP
392
Core Wealth Partners
California
$702K
AAS
393
Annex Advisory Services
Wisconsin
$701K
OFS
394
OneAscent Financial Services
Alabama
$697K
CB
395
Centennial Bank
Arkansas
$696K
OFS
396
Opus Financial Solutions
Illinois
$689K
SCA
397
Snowden Capital Advisors
New York
$673K
GAM
398
Gotham Asset Management
New York
$670K
WIA
399
World Investment Advisors
California
$662K
TF
400
Trek Financial
Arizona
$651K