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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
NWP
401
NerdWallet Wealth Partners
New York
$725K
RSWA
402
Robinson Smith Wealth Advisors
Maine
$725K
CHJWM
403
Carlton Hofferkamp & Jenks Wealth Management
Texas
$725K
CWP
404
Core Wealth Partners
California
$702K
AAS
405
Annex Advisory Services
Wisconsin
$701K
OFS
406
OneAscent Financial Services
Alabama
$697K
CB
407
Centennial Bank
Arkansas
$696K
OFS
408
Opus Financial Solutions
Illinois
$689K
SCA
409
Snowden Capital Advisors
New York
$673K
GAM
410
Gotham Asset Management
New York
$670K
TF
411
Trek Financial
Arizona
$651K
MFN
412
Midwest Financial Network
Illinois
$645K
PMG
413
Private Management Group
California
$641K
PL
414
PeakShares LLC
Florida
$632K
NPT
415
National Philanthropic Trust
Pennsylvania
$627K
Millennium Management
416
Millennium Management
New York
$622K
LLWM
417
Life Line Wealth Management
California
$617K
LOWM
418
Laurel Oak Wealth Management
New Jersey
$605K
KF
419
Krilogy Financial
Missouri
$600K
ATI
420
ARK & TLK Investments
Oklahoma
$599K
RFP
421
Root Financial Partners
California
$594K
SC
422
Summa Corp
Texas
$576K
GG
423
GenWealth Group
New Jersey
$567K
MTC
424
Matrix Trust Company
Colorado
$557K
AIC
425
Archer Investment Corporation
Indiana
$556K