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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
SLC
201
Second Line Capital
Louisiana
$4.89M
BWP
202
Bernardo Wealth Planning
Pennsylvania
$4.81M
TC
203
Town Capital
Maryland
$4.81M
CAL
204
Capital Analysts LLC
Pennsylvania
$4.73M
EWM
205
Elmwood Wealth Management
California
$4.71M
YWM
206
Yoder Wealth Management
California
$4.67M
LAS
207
LWM Advisory Services
Florida
$4.65M
FVCM
208
F&V Capital Management
Florida
$4.65M
WCAMG
209
Woodard & Company Asset Management Group
North Carolina
$4.6M
SG
210
StoneX Group
New York
$4.59M
CL
211
CIM LLC
New York
$4.59M
HW
212
Hamilton Wealth
California
$4.51M
GWM
213
Greenwich Wealth Management
Connecticut
$4.4M
FFN
214
Focus Financial Network
Minnesota
$4.4M
EFG
215
Ethos Financial Group
Pennsylvania
$4.38M
CLP
216
Charis Legacy Partners
Texas
$4.32M
VPF
217
Vantage Point Financial
Illinois
$4.24M
CW
218
CreativeOne Wealth
Kansas
$4.22M
NRG
219
Nemes Rush Group
Michigan
$4.18M
FFG
220
First Financial Group
North Carolina
$4.17M
WA
221
Waverly Advisors
Alabama
$4.07M
MWML
222
M Wealth Management LLC
California
$4.07M
CCFM
223
Clear Creek Financial Management
Washington
$4.07M
BFG
224
Beacon Financial Group
Texas
$4M
OWA
225
OakTrust Wealth Advisors
Connecticut
$3.93M