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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
ACA
76
Aptus Capital Advisors
Alabama
$19.9M
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$18.9M
WWA
78
WCG Wealth Advisors
Nevada
$18.8M
CCG
79
Catalina Capital Group
California
$18.8M
Kayne Anderson Rudnick Investment Management
80
Kayne Anderson Rudnick Investment Management
California
$18.6M
VAS
81
Vestmark Advisory Solutions
Massachusetts
$18.5M
MYIA
82
Mount Yale Investment Advisors
Colorado
$18.5M
CIA
83
Concurrent Investment Advisors
Florida
$18.2M
PCM
84
Permanent Capital Management
Illinois
$17.5M
BFG
85
Broussard Financial Group
Louisiana
$17.3M
EF
86
Envision Financial
Wisconsin
$17M
SG
87
Sharper & Granite
California
$16.9M
WAP
88
Wealthcare Advisory Partners
Pennsylvania
$16.7M
SA
89
Sanctuary Advisors
Indiana
$16.4M
FLFS
90
Family Legacy Financial Solutions
North Carolina
$16.4M
MML Investors Services
91
MML Investors Services
Massachusetts
$16.4M
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$16.1M
BF
93
Bonfire Financial
Colorado
$16.1M
PCA
94
Pallas Capital Advisors
Massachusetts
$16M
RFA
95
Reyes Financial Architecture
California
$15.8M
FSA
96
Financial Security Advisor
Virginia
$15.8M
IA
97
IFG Advisory
Georgia
$15.8M
CSP
98
Cary Street Partners
Virginia
$15.8M
MWM
99
Modern Wealth Management
Kansas
$15.4M
RWC
100
Rare Wolf Capital
Washington
$15.1M