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WisdomTree Floating Rate Treasury Fund

575 hedge funds and large institutions have $9.37B invested in WisdomTree Floating Rate Treasury Fund in 2025 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 211 increasing their positions, 230 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
90
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
DC
151
Dorval Corp
Minnesota
$8.83M
WG
152
Warner Group
Connecticut
$8.76M
AG
153
AlTi Global
New York
$8.31M
KWM
154
Keebeck Wealth Management
Illinois
$8.27M
LWANC
155
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.11M
ACM
156
Andina Capital Management
Utah
$7.99M
FFG
157
Fortune Financial Group
Florida
$7.87M
OP
158
ORG Partners
Indiana
$7.75M
BWM
159
BlackDiamond Wealth Management
New York
$7.48M
Focus Partners Wealth
160
Focus Partners Wealth
Massachusetts
$7.38M
EWA
161
Exit Wealth Advisors
Georgia
$7.22M
TCM
162
TD Capital Management
Tennessee
$7.2M
AFC
163
Ares Financial Consulting
California
$7.18M
SWMG
164
Sanchez Wealth Management Group
Florida
$7.18M
CAM
165
Cresset Asset Management
Illinois
$7.09M
KWM
166
Kingsview Wealth Management
Oregon
$6.95M
TCWM
167
Total Clarity Wealth Management
Illinois
$6.89M
CCA
168
Cypress Capital Advisors
Tennessee
$6.63M
DADC
169
D.A. Davidson & Co
Montana
$6.5M
RFPS
170
Reality Financial Planning Services
Florida
$6.44M
WCM
171
Wealthcare Capital Management
Virginia
$6.34M
GWM
172
Geneos Wealth Management
Colorado
$6.21M
CIAS
173
Capital Investment Advisory Services
North Carolina
$6.21M
DF
174
Daviman Financial
Indiana
$6.19M
CWM
175
Cabot Wealth Management
Massachusetts
$6.18M