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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
PWMG
426
Prestige Wealth Management Group
New Jersey
$520K
HCM
427
Hollencrest Capital Management
California
$513K
WMA
428
Wealth Management Associates
New Jersey
$507K
MA
429
Mutual Advisors
Nebraska
$506K
ACM
430
ADAR1 Capital Management
Texas
$503K
RC
431
Roundview Capital
New Jersey
$498K
APA
432
Astoria Portfolio Advisors
New York
$498K
AQR Capital Management
433
AQR Capital Management
Connecticut
$493K
LBC
434
Lowe Brockenbrough & Co
Virginia
$493K
CCA
435
Conservest Capital Advisors
Pennsylvania
$479K
GSC
436
G&S Capital
Colorado
$478K
EV
437
EJMK Ventures
Illinois
$475K
DWM
438
Defined Wealth Management
Oregon
$474K
FSA
439
Financial Sense Advisors
California
$472K
MG
440
Mather Group
Illinois
$471K
ARC
441
Advisor Resource Council
Texas
$471K
EPAM
442
Euro Pacific Asset Management
Puerto Rico
$463K
FCP
443
Fidelis Capital Partners
Florida
$455K
IWP
444
IAG Wealth Partners
Wisconsin
$436K
OC
445
Oppenheimer & Co
New York
$431K
WTC
446
WhitTier Trust Company
Nevada
$424K
IWN
447
Independent Wealth Network
Iowa
$422K
BWMG
448
Barnes Wealth Management Group
California
$420K
CF
449
Centaurus Financial
California
$419K
Citigroup
450
Citigroup
New York
$415K