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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
LSIA
376
LaSalle St. Investment Advisors
Illinois
$880K
SB
377
Strategic Blueprint
Georgia
$875K
BRWM
378
Blue Rock Wealth Management
North Carolina
$874K
MC
379
Moors & Cabot
Massachusetts
$863K
MWM
380
Mosley Wealth Management
California
$863K
AWM
381
Aprio Wealth Management
Georgia
$853K
AWM
382
AE Wealth Management
Kansas
$838K
KA
383
Kovack Advisors
Florida
$833K
SSWM
384
Sheets Smith Wealth Management
North Carolina
$829K
GC
385
Guggenheim Capital
Illinois
$823K
AWM
386
Apollon Wealth Management
South Carolina
$821K
CL
387
Choreo LLC
Illinois
$819K
ACM
388
Adalta Capital Management
New York
$805K
GIPW
389
Granite Islands Private Wealth
Connecticut
$804K
Pathstone Holdings
390
Pathstone Holdings
New Jersey
$787K
GA
391
GFS Advisors
Texas
$767K
AWM
392
Avior Wealth Management
Nebraska
$756K
AIM
393
Advyzon Investment Management
Illinois
$734K
NWP
394
NerdWallet Wealth Partners
New York
$725K
RSWA
395
Robinson Smith Wealth Advisors
Maine
$725K
CHJWM
396
Carlton Hofferkamp & Jenks Wealth Management
Texas
$725K
CWP
397
Core Wealth Partners
California
$702K
AAS
398
Annex Advisory Services
Wisconsin
$701K
OFS
399
OneAscent Financial Services
Alabama
$697K
CB
400
Centennial Bank
Arkansas
$696K