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WisdomTree Floating Rate Treasury Fund

592 hedge funds and large institutions have $9.53B invested in WisdomTree Floating Rate Treasury Fund in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 216 increasing their positions, 232 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
94
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
GSEP
501
Golden State Equity Partners
California
$255K
BWP
502
Baldwin Wealth Partners
Massachusetts
$252K
LSA
503
L & S Advisors
California
$252K
VAG
504
VisionPoint Advisory Group
Texas
$251K
HWM
505
HB Wealth Management
Georgia
$246K
KFGK
506
Keystone Financial Group (Kentucky)
Kentucky
$245K
DWM
507
Diversify Wealth Management
Utah
$243K
DWM
508
DeLarme Wealth Management
California
$240K
VBFP
509
Valtinson Bruner Financial Planning
Minnesota
$240K
TWC
510
TD Waterhouse Canada
Ontario, Canada
$239K
SFA
511
Sequoia Financial Advisors
Ohio
$238K
SPWG
512
Sage Private Wealth Group
Illinois
$235K
WCFA
513
Walkner Condon Financial Advisors
Wisconsin
$233K
GWS
514
Glassman Wealth Services
Virginia
$225K
CCG
515
Cypress Capital Group
Florida
$222K
KFG
516
Kingdom Financial Group
Arizona
$222K
VFP
517
Vilga Financial Planning
New Jersey
$220K
HA
518
HFG Advisors
Ohio
$212K
CRC
519
Curi RMB Capital
Illinois
$209K
BFA
520
Brown Financial Advisory
Alabama
$208K
RWM
521
Revisor Wealth Management
Ohio
$207K
CIA
522
Capital Investment Advisors
Georgia
$202K
BTI
523
Blue Trust Inc
Georgia
$191K
JFGIW
524
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$180K
MM
525
Main Management
California
$162K