USFR icon

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
LAS
201
LWM Advisory Services
Florida
$4.65M
WCAMG
202
Woodard & Company Asset Management Group
North Carolina
$4.6M
SG
203
StoneX Group
New York
$4.59M
CL
204
CIM LLC
New York
$4.59M
HW
205
Hamilton Wealth
California
$4.51M
GWM
206
Greenwich Wealth Management
Connecticut
$4.4M
FFN
207
Focus Financial Network
Minnesota
$4.4M
EFG
208
Ethos Financial Group
Pennsylvania
$4.38M
CLP
209
Charis Legacy Partners
Texas
$4.32M
VPF
210
Vantage Point Financial
Illinois
$4.24M
CW
211
CreativeOne Wealth
Kansas
$4.22M
NRG
212
Nemes Rush Group
Michigan
$4.18M
FFG
213
First Financial Group
North Carolina
$4.17M
Corient Private Wealth
214
Corient Private Wealth
Florida
$4.08M
WA
215
Waverly Advisors
Alabama
$4.07M
MWML
216
M Wealth Management LLC
California
$4.07M
CCFM
217
Clear Creek Financial Management
Washington
$4.07M
OWAL
218
OakTrust Wealth Advisors, LLC
Connecticut
$3.93M
CWM
219
Collaborative Wealth Management
Florida
$3.9M
MFG
220
Magnus Financial Group
New York
$3.9M
GC
221
GatePass Capital
Ohio
$3.83M
KCWM
222
Kane Co Wealth Management
Iowa
$3.78M
AAS
223
Ameritas Advisory Services
Nebraska
$3.61M
AWE
224
Avidian Wealth Enterprises
Texas
$3.58M
MWAM
225
Manhattan West Asset Management
California
$3.47M