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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
SI
76
Stonekeep Investments
New Mexico
$20.4M
AZ
77
Alpha Zero
Florida
$20M
ACA
78
Aptus Capital Advisors
Alabama
$19.9M
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$18.9M
WWA
80
WCG Wealth Advisors
Nevada
$18.8M
CCG
81
Catalina Capital Group
California
$18.8M
Kayne Anderson Rudnick Investment Management
82
Kayne Anderson Rudnick Investment Management
California
$18.6M
VAS
83
Vestmark Advisory Solutions
Massachusetts
$18.5M
MYIA
84
Mount Yale Investment Advisors
Colorado
$18.5M
CIA
85
Concurrent Investment Advisors
Florida
$18.2M
PCM
86
Permanent Capital Management
Illinois
$17.5M
BFG
87
Broussard Financial Group
Louisiana
$17.3M
EF
88
Envision Financial
Wisconsin
$17M
SG
89
Sharper & Granite
California
$16.9M
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$16.7M
SA
91
Sanctuary Advisors
Indiana
$16.4M
FLFS
92
Family Legacy Financial Solutions
North Carolina
$16.4M
MML Investors Services
93
MML Investors Services
Massachusetts
$16.4M
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$16.1M
BF
95
Bonfire Financial
Colorado
$16.1M
PCA
96
Pallas Capital Advisors
Massachusetts
$16M
RFA
97
Reyes Financial Architecture
California
$15.8M
FSA
98
Financial Security Advisor
Virginia
$15.8M
IA
99
IFG Advisory
Georgia
$15.8M
CSP
100
Cary Street Partners
Virginia
$15.8M