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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
FFS
176
Founders Financial Securities
Maryland
$6.09M
Cerity Partners
177
Cerity Partners
New York
$6.04M
WSWA
178
Warren Street Wealth Advisors
California
$6.01M
CCAM
179
Cascades Capital Asset Management
North Carolina
$5.97M
AWM
180
Activest Wealth Management
Florida
$5.9M
BAM
181
Belpointe Asset Management
Nevada
$5.81M
Baird Financial Group
182
Baird Financial Group
Wisconsin
$5.7M
EFA
183
Evernest Financial Advisors
Indiana
$5.56M
SOS
184
Silver Oak Securities
Tennessee
$5.5M
ASN
185
Advisory Services Network
Georgia
$5.5M
CFP
186
Curran Financial Partners
South Carolina
$5.47M
ETC
187
Exchange Traded Concepts
Oklahoma
$5.36M
GSWM
188
Golden State Wealth Management
California
$5.33M
AWA
189
Argo Wealth Advisory
Virginia
$5.29M
HPC
190
Hobart Private Capital
North Carolina
$5.26M
Susquehanna International Group
191
Susquehanna International Group
Pennsylvania
$5.16M
WWM
192
Western Wealth Management
Colorado
$5.1M
EI
193
Ellevest Inc
New York
$5.04M
NG
194
Novem Group
New York
$4.98M
Wealthfront Advisers
195
Wealthfront Advisers
California
$4.97M
SLC
196
Second Line Capital
Louisiana
$4.89M
BWP
197
Bernardo Wealth Planning
Pennsylvania
$4.81M
CAL
198
Capital Analysts LLC
Pennsylvania
$4.73M
EWM
199
Elmwood Wealth Management
California
$4.71M
YWM
200
Yoder Wealth Management
California
$4.67M