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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
SL
151
SFM LLC
New Hampshire
$9.16M
IWP
152
Invenio Wealth Partners
Florida
$9.16M
AW
153
Ankerstar Wealth
Texas
$9.01M
DC
154
Dorval Corp
Minnesota
$8.83M
WG
155
Warner Group
Connecticut
$8.76M
AG
156
AlTi Global
New York
$8.31M
KWM
157
Keebeck Wealth Management
Illinois
$8.27M
Corient Private Wealth
158
Corient Private Wealth
Florida
$8.19M
LWANC
159
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.11M
ACM
160
Andina Capital Management
Utah
$7.99M
FFG
161
Fortune Financial Group
Florida
$7.87M
OP
162
ORG Partners
Indiana
$7.75M
BWM
163
BlackDiamond Wealth Management
New York
$7.48M
Focus Partners Wealth
164
Focus Partners Wealth
Massachusetts
$7.38M
EWA
165
Exit Wealth Advisors
Georgia
$7.22M
TCM
166
TD Capital Management
Tennessee
$7.2M
AFC
167
Ares Financial Consulting
California
$7.18M
SWMG
168
Sanchez Wealth Management Group
Florida
$7.18M
CAM
169
Cresset Asset Management
Illinois
$7.09M
KWM
170
Kingsview Wealth Management
Oregon
$6.95M
TCWM
171
Total Clarity Wealth Management
Illinois
$6.89M
IWA
172
Independent Wealth Advisors
North Carolina
$6.89M
CCA
173
Cypress Capital Advisors
Tennessee
$6.63M
DADC
174
D.A. Davidson & Co
Montana
$6.5M
RFPS
175
Reality Financial Planning Services
Florida
$6.44M