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WisdomTree Floating Rate Treasury Fund

581 hedge funds and large institutions have $9.38B invested in WisdomTree Floating Rate Treasury Fund in 2025 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 211 increasing their positions, 231 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
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
YWM
201
Yoder Wealth Management
California
$4.67M
LAS
202
LWM Advisory Services
Florida
$4.65M
FVCM
203
F&V Capital Management
Florida
$4.65M
WCAMG
204
Woodard & Company Asset Management Group
North Carolina
$4.6M
SG
205
StoneX Group
New York
$4.59M
CL
206
CIM LLC
New York
$4.59M
HW
207
Hamilton Wealth
California
$4.51M
GWM
208
Greenwich Wealth Management
Connecticut
$4.4M
FFN
209
Focus Financial Network
Minnesota
$4.4M
EFG
210
Ethos Financial Group
Pennsylvania
$4.38M
CLP
211
Charis Legacy Partners
Texas
$4.32M
VPF
212
Vantage Point Financial
Illinois
$4.24M
CW
213
CreativeOne Wealth
Kansas
$4.22M
NRG
214
Nemes Rush Group
Michigan
$4.18M
FFG
215
First Financial Group
North Carolina
$4.17M
WA
216
Waverly Advisors
Alabama
$4.07M
MWML
217
M Wealth Management LLC
California
$4.07M
CCFM
218
Clear Creek Financial Management
Washington
$4.07M
BFG
219
Beacon Financial Group
Texas
$4M
OWA
220
OakTrust Wealth Advisors
Connecticut
$3.93M
CWM
221
Collaborative Wealth Management
Florida
$3.9M
MFG
222
Magnus Financial Group
New York
$3.9M
GC
223
GatePass Capital
Ohio
$3.83M
KCWM
224
Kane Co Wealth Management
Iowa
$3.78M
AAS
225
Ameritas Advisory Services
Nebraska
$3.61M