USFR icon

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
VWM
451
Vigilare Wealth Management
Arizona
$396K
RAS
452
RPS Advisory Solutions
Kentucky
$395K
EFG
453
Embree Financial Group
Illinois
$387K
CIA
454
Cascade Investment Advisors
Oregon
$379K
MAG
455
MRA Advisory Group
New Jersey
$379K
FFA
456
Florida Financial Advisors
Florida
$376K
MIM
457
MTM Investment Management
South Carolina
$375K
VCP
458
Verus Capital Partners
Arizona
$370K
HI
459
Harbour Investments
Wisconsin
$369K
WF
460
WealthPoint Financial
North Carolina
$361K
ZI
461
ZEGA Investments
Florida
$357K
GAG
462
GM Advisory Group
New York
$356K
OPWM
463
Oregon Pacific Wealth Management
Oregon
$351K
EB
464
Eastern Bank
Massachusetts
$345K
HCA
465
Harbour Capital Advisors
Virginia
$345K
SA
466
Sovran Advisors
California
$343K
SPWM
467
Spartan Planning & Wealth Management
North Carolina
$330K
FAM
468
Frontier Asset Management
Wyoming
$325K
ACM
469
AlphaStar Capital Management
North Carolina
$321K
BCM
470
Brookstone Capital Management
Illinois
$308K
FCA
471
Fortis Capital Advisors
Kansas
$307K
PAMG
472
Patton Albertson Miller Group
Tennessee
$302K
BRPW
473
Ballast Rock Private Wealth
South Carolina
$302K
W
474
Wealthquest
Ohio
$300K
AC
475
Apella Capital
Connecticut
$300K