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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
CFD
526
Creative Financial Designs
Indiana
$157K
NWS
527
Nvest Wealth Strategies
Ohio
$150K
LWMI
528
Legacy Wealth Management (Idaho)
Idaho
$148K
ACA
529
Atlas Capital Advisors
Wyoming
$120K
Fifth Third Bancorp
530
Fifth Third Bancorp
Ohio
$107K
US Bancorp
531
US Bancorp
Minnesota
$106K
SWM
532
SHP Wealth Management
Massachusetts
$103K
TH
533
TCTC Holdings
Texas
$87.2K
MPWT
534
MassMutual Private Wealth & Trust
Connecticut
$85.5K
EWM
535
EPG Wealth Management
Georgia
$84.2K
Fidelity Investments
536
Fidelity Investments
Massachusetts
$77.7K
Bessemer Group
537
Bessemer Group
New Jersey
$70K
CTC
538
Central Trust Company
Missouri
$65K
CA
539
CoreCap Advisors
Michigan
$63.1K
FHC
540
First Horizon Corporation
Tennessee
$63.1K
CI
541
CX Institutional
Indiana
$63K
PFBT
542
Parkside Financial Bank & Trust
Missouri
$60.4K
BOJHT
543
Bank of Jackson Hole Trust
Wyoming
$60.3K
CPG
544
Cornerstone Planning Group
New Jersey
$52K
SAG
545
SageView Advisory Group
California
$50.3K
VWWMG
546
Vermillion & White Wealth Management Group
Pennsylvania
$35K
AUB
547
Atlantic Union Bankshares
Virginia
$29.9K
LC
548
Luminist Capital
Michigan
$28.4K
CAL
549
Capital Advisors Ltd
Ohio
$27K
CWIG
550
Chung Wu Investment Group
Texas
$25.2K