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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
PMG
401
Private Management Group
California
$641K
Millennium Management
402
Millennium Management
New York
$622K
LLWM
403
Life Line Wealth Management
California
$617K
LOWM
404
Laurel Oak Wealth Management
New Jersey
$605K
KF
405
Krilogy Financial
Missouri
$600K
ATI
406
ARK & TLK Investments
Oklahoma
$599K
RFP
407
Root Financial Partners
California
$594K
SC
408
Summa Corp
Texas
$576K
GG
409
GenWealth Group
New Jersey
$567K
MTC
410
Matrix Trust Company
Colorado
$557K
AIC
411
Archer Investment Corporation
Indiana
$556K
WCG
412
Weaver Consulting Group
California
$554K
TI
413
Tidal Investments
Wisconsin
$553K
NC
414
NewSquare Capital
Pennsylvania
$548K
SIM
415
Synergy Investment Management
Florida
$535K
TAM
416
Tucker Asset Management
Colorado
$533K
TWM
417
TopTier Wealth Management
Wisconsin
$531K
SFM
418
Signet Financial Management
New Jersey
$530K
EFS
419
Essex Financial Services
Connecticut
$522K
SW
420
Simplicity Wealth
New Jersey
$521K
PWMG
421
Prestige Wealth Management Group
New Jersey
$520K
HCM
422
Hollencrest Capital Management
California
$513K
WMA
423
Wealth Management Associates
New Jersey
$507K
MA
424
Mutual Advisors
Nebraska
$506K
ACM
425
ADAR1 Capital Management
Texas
$503K