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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
RC
426
Roundview Capital
New Jersey
$498K
APA
427
Astoria Portfolio Advisors
New York
$498K
AQR Capital Management
428
AQR Capital Management
Connecticut
$493K
LBC
429
Lowe Brockenbrough & Co
Virginia
$493K
CCA
430
Conservest Capital Advisors
Pennsylvania
$479K
GSC
431
G&S Capital
Colorado
$478K
DWM
432
Defined Wealth Management
Oregon
$474K
FSA
433
Financial Sense Advisors
California
$472K
MG
434
Mather Group
Illinois
$471K
ARC
435
Advisor Resource Council
Texas
$471K
EPAM
436
Euro Pacific Asset Management
Puerto Rico
$463K
FCP
437
Fidelis Capital Partners
Florida
$455K
IWP
438
IAG Wealth Partners
Wisconsin
$436K
OC
439
Oppenheimer & Co
New York
$431K
WTC
440
WhitTier Trust Company
Nevada
$424K
IWN
441
Independent Wealth Network
Iowa
$422K
BWMG
442
Barnes Wealth Management Group
California
$420K
CF
443
Centaurus Financial
California
$419K
Citigroup
444
Citigroup
New York
$415K
IAIM
445
International Assets Investment Management
Florida
$410K
PCS
446
Private Client Services
Kentucky
$402K
OIA
447
OneDigital Investment Advisors
Kansas
$401K
HCA
448
Heck Capital Advisors
Wisconsin
$400K
DAS
449
Dynamic Advisor Solutions
Arizona
$399K
FSA
450
Financial Services Advisory
Maryland
$397K