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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
BOJHT
526
Bank of Jackson Hole Trust
Wyoming
$60.3K
CPG
527
Cornerstone Planning Group
New Jersey
$52K
SAG
528
SageView Advisory Group
California
$50.3K
VWWMG
529
Vermillion & White Wealth Management Group
Pennsylvania
$35K
AUB
530
Atlantic Union Bankshares
Virginia
$29.9K
LC
531
Luminist Capital
Michigan
$28.4K
CAL
532
Capital Advisors Ltd
Ohio
$27K
CWIG
533
Chung Wu Investment Group
Texas
$25.2K
CIAS
534
CBIZ Investment Advisory Services
Ohio
$22.9K
VWM
535
Vermillion Wealth Management
Minnesota
$22.4K
RWA
536
Redmont Wealth Advisors
Illinois
$21.9K
T
537
Transce3nd
Texas
$19.7K
GIA
538
GHP Investment Advisors
Colorado
$16K
APW
539
Aventura Private Wealth
Florida
$15.4K
DJSG
540
D.J. St. Germain
Massachusetts
$15.1K
GCM
541
Gables Capital Management
Florida
$15.1K
1IA
542
1620 Investment Advisors
Massachusetts
$14.2K
CAIM
543
Catherine Avery Investment Management
Florida
$13K
T
544
Tidemark
California
$12.5K
C
545
Covestor
United Kingdom
$12K
S
546
SignatureFD
Georgia
$11.5K
CIBC Private Wealth Group
547
CIBC Private Wealth Group
Georgia
$11.5K
AAP
548
Arax Advisory Partners
Colorado
$11.3K
PB
549
Pinnacle Bancorp
Nebraska
$10.6K
TFGT
550
TS Financial Group (TSFG)
Illinois
$10K