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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
WCG
426
Weaver Consulting Group
California
$554K
TI
427
Tidal Investments
Wisconsin
$553K
NC
428
NewSquare Capital
Pennsylvania
$548K
SIM
429
Synergy Investment Management
Florida
$535K
TAM
430
Tucker Asset Management
Colorado
$533K
TWM
431
TopTier Wealth Management
Wisconsin
$531K
SFM
432
Signet Financial Management
New Jersey
$530K
EFS
433
Essex Financial Services
Connecticut
$522K
SW
434
Simplicity Wealth
New Jersey
$521K
PWMG
435
Prestige Wealth Management Group
New Jersey
$520K
HCM
436
Hollencrest Capital Management
California
$513K
WMA
437
Wealth Management Associates
New Jersey
$507K
MA
438
Mutual Advisors
Nebraska
$506K
ACM
439
ADAR1 Capital Management
Texas
$503K
RC
440
Roundview Capital
New Jersey
$498K
APA
441
Astoria Portfolio Advisors
New York
$498K
AQR Capital Management
442
AQR Capital Management
Connecticut
$493K
LBC
443
Lowe Brockenbrough & Co
Virginia
$493K
CCA
444
Conservest Capital Advisors
Pennsylvania
$479K
GSC
445
G&S Capital
Colorado
$478K
EV
446
EJMK Ventures
Illinois
$475K
DWM
447
Defined Wealth Management
Oregon
$474K
FSA
448
Financial Sense Advisors
California
$472K
MG
449
Mather Group
Illinois
$471K
ARC
450
Advisor Resource Council
Texas
$471K