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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
CIA
101
Christian Investment Advisors
Texas
$15.1M
CA
102
Calton & Associates
Florida
$14.9M
LFS
103
Leibman Financial Services
Nebraska
$14.9M
Jones Financial Companies
104
Jones Financial Companies
Missouri
$14.7M
GWM
105
Goldenstone Wealth Management
California
$14.5M
MCM
106
MAI Capital Management
Ohio
$14.1M
LW
107
Lauer Wealth
Indiana
$14.1M
HC
108
Headland Capital
South Carolina
$14.1M
FFA
109
Farther Finance Advisors
California
$14M
NF
110
Napier Financial
Massachusetts
$13.8M
AWM
111
Axxcess Wealth Management
California
$13.8M
CCP
112
Cassia Capital Partners
North Carolina
$13.7M
GWM
113
GSB Wealth Management
Connecticut
$13.7M
MFG
114
Merit Financial Group
Georgia
$13.5M
MW
115
Mueller Wealth
Wisconsin
$13.5M
GCWM
116
Guided Capital Wealth Management
Texas
$13.5M
HCM
117
Howard Capital Management
Georgia
$13.4M
AFWM
118
Arta Finance Wealth Management
California
$13.4M
ACG
119
Allen Capital Group
Nebraska
$13.4M
VIP
120
Value Investment Professionals
New York
$13.1M
SI
121
Stephens Inc
Arkansas
$13M
PGWM
122
Parisi Gray Wealth Management
New Jersey
$12.9M
IF
123
Intrua Financial
Texas
$12.8M
CRWM
124
Castle Rock Wealth Management
California
$12.5M
HP
125
Haven Private
Florida
$12.4M