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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
AW
551
Avion Wealth
Texas
$8K
Franklin Resources
552
Franklin Resources
California
$6.79K
DWM
553
Darwin Wealth Management
Florida
$6.79K
BWM
554
Bernard Wealth Management
Michigan
$6.74K
TCOT
555
Trust Company of Toledo
Ohio
$6.69K
CFO
556
CVA Family Office
Colorado
$6.29K
NFSG
557
Newbridge Financial Services Group
Florida
$5.99K
FFO
558
Fortitude Family Office
Arizona
$5.69K
CTWM
559
Cherry Tree Wealth Management
Minnesota
$4.98K
FVCM
560
F&V Capital Management
Florida
$4.65K
GWSA
561
Global Wealth Strategies & Associates
Colorado
$4.54K
TCM
562
Triumph Capital Management
Colorado
$4.28K
OC
563
Oakworth Capital
Alabama
$3.47K
IAS
564
IMA Advisory Services
Colorado
$3.43K
GEA
565
Glen Eagle Advisors
New Jersey
$2.87K
PWPS
566
Pinnacle Wealth Planning Services
Ohio
$2.82K
PA
567
Parallel Advisors
California
$2.21K
KG
568
Kilter Group
New York
$1.46K
TPCW
569
TD Private Client Wealth
New York
$1.06K
RBC
570
Roble Belko & Company
Pennsylvania
$1K
RIL
571
Rothschild Investment LLC
Illinois
$704
MA
572
MCF Advisors
Kentucky
$554
SAS
573
Spurstone Advisory Services
Connecticut
$554
SWIM
574
Smallwood Wealth Investment Management
New Jersey
$50
RF
575
Rossby Financial
Florida
$50