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WisdomTree Floating Rate Treasury Fund

570 hedge funds and large institutions have $9.35B invested in WisdomTree Floating Rate Treasury Fund in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 210 increasing their positions, 229 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
89
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
GVCM
26
Global View Capital Management
Wisconsin
$56M
Lido Advisors
27
Lido Advisors
California
$55M
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$52.7M
GIA
29
Gladstone Institutional Advisory
Florida
$52.5M
ABWM
30
Alpine Bank Wealth Management
Colorado
$50.9M
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$47.3M
William Blair & Company
32
William Blair & Company
Illinois
$46.4M
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$46.1M
JP Morgan Chase
34
JP Morgan Chase
New York
$45.6M
LCM
35
Lunt Capital Management
Utah
$44.9M
Bank of New York Mellon
36
Bank of New York Mellon
New York
$43.5M
KPWS
37
Kestra Private Wealth Services
Texas
$42.6M
SPIA
38
Steward Partners Investment Advisory
New York
$41.8M
Stifel Financial
39
Stifel Financial
Missouri
$41.7M
AC
40
AlphaCore Capital
California
$39.7M
MIG
41
McGuire Investment Group
Rhode Island
$39.6M
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$38.4M
WCP
43
Wealthcare Capital Partners
Pennsylvania
$36.5M
MAA
44
Mraz Amerine & Associates
California
$36.2M
SFGP
45
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$35.2M
MWM
46
Mission Wealth Management
California
$35.1M
AFP
47
Ausdal Financial Partners
Iowa
$33.4M
TRCT
48
Tower Research Capital (TRC)
New York
$32.3M
CPA
49
Capital Planning Advisors
California
$32.3M
LFAS
50
Level Four Advisory Services
Texas
$32.2M