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WisdomTree Floating Rate Treasury Fund

589 hedge funds and large institutions have $9.52B invested in WisdomTree Floating Rate Treasury Fund in 2025 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 216 increasing their positions, 231 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
589
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
93
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
LFAS
51
Level Four Advisory Services
Texas
$32.2M
AssetMark Inc
52
AssetMark Inc
California
$30.7M
EMAM
53
Encompass More Asset Management
California
$30.4M
IA
54
Integrity Alliance
Iowa
$30.3M
HP
55
Holistic Planning
Texas
$29.8M
CC
56
Cypress Capital
Tennessee
$28.5M
CCP
57
Carmel Capital Partners
California
$27.9M
IA
58
Inspire Advisors
Idaho
$27.6M
GRP
59
Global Retirement Partners
California
$26.2M
VPP
60
Vertex Planning Partners
Illinois
$26.1M
UPS
61
UHLMANN PRICE SECURITIES
Illinois
$23.6M
LWL
62
Leo Wealth LLC
Texas
$23M
DCM
63
Disciplina Capital Management
Tennessee
$22.9M
TFG
64
Team Financial Group
California
$22.9M
CFC
65
Client First Capital
California
$22.7M
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$22.7M
SWM
67
Stonebridge Wealth Management
Illinois
$22.6M
GWANC
68
Guardian Wealth Advisors (North Carolina)
North Carolina
$21.9M
P
69
&Partners
Tennessee
$21.9M
WB
70
Webster Bank
Connecticut
$21.6M
MPW
71
Melone Private Wealth
Michigan
$21.6M
RW
72
Regimen Wealth
Georgia
$21.6M
UAS
73
United Asset Strategies
New York
$21.4M
EWA
74
Etesian Wealth Advisors
Oregon
$21.2M
NPI
75
New Perspectives Inc
Mississippi
$21M