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WisdomTree Floating Rate Treasury Fund

592 hedge funds and large institutions have $9.53B invested in WisdomTree Floating Rate Treasury Fund in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 216 increasing their positions, 232 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
94
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
CRWM
126
Castle Rock Wealth Management
California
$12.5M
HP
127
Haven Private
Florida
$12.4M
UIC
128
Uniplan Investment Counsel
Wisconsin
$12.4M
Mariner
129
Mariner
Kansas
$12.3M
ACC
130
Acorn Creek Capital
Colorado
$12.1M
HAG
131
HighPoint Advisor Group
Illinois
$12.1M
SWP
132
Stratos Wealth Partners
Ohio
$12M
BWS
133
BFI Wealth Solutions
Texas
$11.4M
TA
134
Tectonic Advisors
Texas
$11.2M
UCFA
135
United Capital Financial Advisors
Texas
$11M
AWA
136
Arkadios Wealth Advisors
Georgia
$11M
EFH
137
Eaton Financial Holdings
Florida
$10.8M
CM
138
Capital Management
Virginia
$10.7M
MIA
139
Milestone Investment Advisors
Wisconsin
$10.5M
PA
140
Procyon Advisors
Connecticut
$10.5M
FHA
141
Flagship Harbor Advisors
Massachusetts
$10.4M
NL
142
NVWM LLC
Pennsylvania
$10.4M
MAC
143
Mason & Associates (California)
California
$10.3M
SC
144
Sykon Capital
New York
$10.3M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
145
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.1M
NA
146
NewEdge Advisors
Louisiana
$10M
WWM
147
WT Wealth Management
Arizona
$9.95M
HIP
148
HUB Investment Partners
Texas
$9.73M
EH
149
Equitable Holdings
New York
$9.73M
AHC
150
Anderson Hoagland & Co
Missouri
$9.6M