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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
UB
376
UMB Bank
Missouri
$935K
RSWM
377
Robertson Stephens Wealth Management
California
$932K
JIP
378
Jaffetilchin Investment Partners
Florida
$914K
FPB
379
First PREMIER Bank
South Dakota
$912K
PCM
380
Prelude Capital Management
New York
$906K
FA
381
Flagstar Advisors
New York
$899K
SIAG
382
Safeguard Investment Advisory Group
California
$886K
LSIA
383
LaSalle St. Investment Advisors
Illinois
$880K
SB
384
Strategic Blueprint
Georgia
$875K
BRWM
385
Blue Rock Wealth Management
North Carolina
$874K
MC
386
Moors & Cabot
Massachusetts
$863K
MWM
387
Mosley Wealth Management
California
$863K
AWM
388
Aprio Wealth Management
Georgia
$853K
AWM
389
AE Wealth Management
Kansas
$838K
KA
390
Kovack Advisors
Florida
$833K
SSWM
391
Sheets Smith Wealth Management
North Carolina
$829K
GC
392
Guggenheim Capital
Illinois
$823K
AWM
393
Apollon Wealth Management
South Carolina
$821K
CL
394
Choreo LLC
Illinois
$819K
ACM
395
Adalta Capital Management
New York
$805K
GIPW
396
Granite Islands Private Wealth
Connecticut
$804K
Pathstone Holdings
397
Pathstone Holdings
New Jersey
$787K
GA
398
GFS Advisors
Texas
$767K
AWM
399
Avior Wealth Management
Nebraska
$756K
AIM
400
Advyzon Investment Management
Illinois
$734K