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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
MWM
101
Modern Wealth Management
Kansas
$15.4M
RWC
102
Rare Wolf Capital
Washington
$15.1M
CIA
103
Christian Investment Advisors
Texas
$15.1M
CA
104
Calton & Associates
Florida
$14.9M
LFS
105
Leibman Financial Services
Nebraska
$14.9M
Jones Financial Companies
106
Jones Financial Companies
Missouri
$14.7M
GWM
107
Goldenstone Wealth Management
California
$14.5M
MCM
108
MAI Capital Management
Ohio
$14.1M
LW
109
Lauer Wealth
Indiana
$14.1M
HC
110
Headland Capital
South Carolina
$14.1M
FFA
111
Farther Finance Advisors
California
$14M
NF
112
Napier Financial
Massachusetts
$13.8M
AWM
113
Axxcess Wealth Management
California
$13.8M
CCP
114
Cassia Capital Partners
North Carolina
$13.7M
GWM
115
GSB Wealth Management
Connecticut
$13.7M
MFG
116
Merit Financial Group
Georgia
$13.5M
MW
117
Mueller Wealth
Wisconsin
$13.5M
GCWM
118
Guided Capital Wealth Management
Texas
$13.5M
HCM
119
Howard Capital Management
Georgia
$13.4M
AFWM
120
Arta Finance Wealth Management
California
$13.4M
ACG
121
Allen Capital Group
Nebraska
$13.4M
VIP
122
Value Investment Professionals
New York
$13.1M
SI
123
Stephens Inc
Arkansas
$13M
PGWM
124
Parisi Gray Wealth Management
New Jersey
$12.9M
IF
125
Intrua Financial
Texas
$12.8M