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WisdomTree Floating Rate Treasury Fund

570 hedge funds and large institutions have $9.35B invested in WisdomTree Floating Rate Treasury Fund in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 210 increasing their positions, 229 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
89
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
AssetMark Inc
51
AssetMark Inc
California
$30.7M
EMAM
52
Encompass More Asset Management
California
$30.4M
IA
53
Integrity Alliance
Iowa
$30.3M
HP
54
Holistic Planning
Texas
$29.8M
CC
55
Cypress Capital
Tennessee
$28.5M
CCP
56
Carmel Capital Partners
California
$27.9M
IA
57
Inspire Advisors
Idaho
$27.6M
GRP
58
Global Retirement Partners
California
$26.2M
VPP
59
Vertex Planning Partners
Illinois
$26.1M
UPS
60
UHLMANN PRICE SECURITIES
Illinois
$23.6M
LWL
61
Leo Wealth LLC
Texas
$23M
DCM
62
Disciplina Capital Management
Tennessee
$22.9M
TFG
63
Team Financial Group
California
$22.9M
CFC
64
Client First Capital
California
$22.7M
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$22.7M
SWM
66
Stonebridge Wealth Management
Illinois
$22.6M
GWANC
67
Guardian Wealth Advisors (North Carolina)
North Carolina
$21.9M
P
68
&Partners
Tennessee
$21.9M
WB
69
Webster Bank
Connecticut
$21.6M
MPW
70
Melone Private Wealth
Michigan
$21.6M
RW
71
Regimen Wealth
Georgia
$21.6M
UAS
72
United Asset Strategies
New York
$21.4M
EWA
73
Etesian Wealth Advisors
Oregon
$21.2M
NPI
74
New Perspectives Inc
Mississippi
$21M
SI
75
Stonekeep Investments
New Mexico
$20.4M