USFR icon

WisdomTree Floating Rate Treasury Fund

589 hedge funds and large institutions have $9.52B invested in WisdomTree Floating Rate Treasury Fund in 2025 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 216 increasing their positions, 231 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
589
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
93
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
KAS
26
Kestra Advisory Services
Texas
$56.7M
GVCM
27
Global View Capital Management
Wisconsin
$56M
Lido Advisors
28
Lido Advisors
California
$55M
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$52.7M
GIA
30
Gladstone Institutional Advisory
Florida
$52.5M
ABWM
31
Alpine Bank Wealth Management
Colorado
$50.9M
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$47.3M
William Blair & Company
33
William Blair & Company
Illinois
$46.4M
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$46.1M
JP Morgan Chase
35
JP Morgan Chase
New York
$45.6M
LCM
36
Lunt Capital Management
Utah
$44.9M
Bank of New York Mellon
37
Bank of New York Mellon
New York
$43.5M
KPWS
38
Kestra Private Wealth Services
Texas
$42.6M
SPIA
39
Steward Partners Investment Advisory
New York
$41.8M
Stifel Financial
40
Stifel Financial
Missouri
$41.7M
AC
41
AlphaCore Capital
California
$39.7M
MIG
42
McGuire Investment Group
Rhode Island
$39.6M
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$38.4M
WCP
44
Wealthcare Capital Partners
Pennsylvania
$36.5M
MAA
45
Mraz Amerine & Associates
California
$36.2M
SFGP
46
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$35.2M
MWM
47
Mission Wealth Management
California
$35.1M
AFP
48
Ausdal Financial Partners
Iowa
$33.4M
TRCT
49
Tower Research Capital (TRC)
New York
$32.3M
CPA
50
Capital Planning Advisors
California
$32.3M