We are live on ! Find out more
USFR icon

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
PPWP
601
Premier Path Wealth Partners
New Jersey
CPA
602
Clear Point Advisors
New York
VCM
603
Virtue Capital Management
Tennessee
JHC
604
J. Hagan Capital
Kentucky
PDL
605
Portfolio Design Labs
California
CPRC
606
Consolidated Portfolio Review Corp
New York
IC
607
IEQ Capital
California
AA
608
Alesco Advisors
New York
ZIM
609
Zacks Investment Management
Illinois
SWA
610
Stratos Wealth Advisors
Ohio
PWM
611
Partners Wealth Management
California
SF
612
Symphony Financial
Texas
BIP
613
Blueprint Investment Partners
North Carolina
GS
614
GTS Securities
New York
DCA
615
DSG Capital Advisors
Minnesota
PFS
616
Prospera Financial Services
Texas
PA
617
PSI Advisors
Florida
PWM
618
Peck Wealth Management
New York
RIA
619
Regal Investment Advisors
Michigan
CQWA
620
Chokshi & Queen Wealth Advisors
California
TFA
621
Tobias Financial Advisors
Florida
PG
622
Prostatis Group
Maryland
TFM
623
Trademark Financial Management
Minnesota
Barclays
624
Barclays
United Kingdom
WMN
625
Wealth Management Nebraska
Nebraska