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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
KFG
501
Kingdom Financial Group
Arizona
$222K
HA
502
HFG Advisors
Ohio
$212K
CRC
503
Curi RMB Capital
Illinois
$209K
BFA
504
Brown Financial Advisory
Alabama
$208K
RWM
505
Revisor Wealth Management
Ohio
$207K
CIA
506
Capital Investment Advisors
Georgia
$202K
BTI
507
Blue Trust Inc
Georgia
$191K
JFGIW
508
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$180K
MM
509
Main Management
California
$162K
CFD
510
Creative Financial Designs
Indiana
$157K
NWS
511
Nvest Wealth Strategies
Ohio
$150K
LWMI
512
Legacy Wealth Management (Idaho)
Idaho
$148K
ACA
513
Atlas Capital Advisors
Wyoming
$120K
Fifth Third Bancorp
514
Fifth Third Bancorp
Ohio
$107K
US Bancorp
515
US Bancorp
Minnesota
$106K
TH
516
TCTC Holdings
Texas
$87.2K
MPWT
517
MassMutual Private Wealth & Trust
Connecticut
$85.5K
EWM
518
EPG Wealth Management
Georgia
$84.2K
Fidelity Investments
519
Fidelity Investments
Massachusetts
$77.7K
Bessemer Group
520
Bessemer Group
New Jersey
$70K
CTC
521
Central Trust Company
Missouri
$65K
CA
522
CoreCap Advisors
Michigan
$63.1K
FHC
523
First Horizon Corporation
Tennessee
$63.1K
CI
524
CX Institutional
Indiana
$63K
PFBT
525
Parkside Financial Bank & Trust
Missouri
$60.4K