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WisdomTree Floating Rate Treasury Fund

602 hedge funds and large institutions have $10B invested in WisdomTree Floating Rate Treasury Fund in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 247 increasing their positions, 231 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 40

4% more funds holding in top 10

Funds holding in top 10: 9498 (+4)

2% more funds holding

Funds holding: 592602 (+10)

7% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 231

5% more capital invested

Capital invested by funds: $9.53B → $10B (+$470M)

0.71% less ownership

Funds ownership: 59.07%58.36% (-0.71%)

Holders
602
Holders Change
+10
Holders Change %
+1.69%
% of All Funds
7.42%
Holding in Top 10
98
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.26%
% of All Funds
1.21%
New
59
Increased
247
Reduced
231
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$878M +$39.7M +786,989 +5%
Bank of America
2
Bank of America
North Carolina
$802M +$78.2M +1,551,622 +11%
LPL Financial
3
LPL Financial
California
$642M -$4.81M -95,381 -0.7%
STA
4
Summit Trail Advisors
New York
$500M +$67.1M +1,331,889 +15%
NW
5
NewEdge Wealth
Pennsylvania
$384M -$35.2M -698,026 -8%
Raymond James Financial
6
Raymond James Financial
Florida
$354M -$3.39M -67,270 -0.9%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$265M -$97.9M -1,942,001 -27%
BW
8
BIP Wealth
Georgia
$257M -$10.4M -206,342 -4%
UBS Group
9
UBS Group
Switzerland
$256M -$27.3M -542,477 -10%
Wells Fargo
10
Wells Fargo
California
$198M +$30.4M +602,708 +18%
Ameriprise
11
Ameriprise
Minnesota
$193M +$31.9M +633,903 +20%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$142M -$16.5M -327,392 -10%
SWA
13
Serenus Wealth Advisors
California
$122M -$9.33M -185,212 -7%
HighTower Advisors
14
HighTower Advisors
Illinois
$118M -$1.95M -38,787 -2%
PAG
15
Private Advisor Group
New Jersey
$117M +$16.5M +326,696 +16%
KAS
16
Kestra Advisory Services
Texas
$101M +$44.5M +882,801 +78%
IWM
17
IHT Wealth Management
Illinois
$89.7M -$6.73M -133,616 -7%
Osaic Holdings
18
Osaic Holdings
Arizona
$86M +$3.22M +63,810 +4%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$86M -$24.5M -485,956 -22%
MCM
20
Morton Capital Management
California
$84.5M +$1.04M +20,603 +1%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$76.9M +$11.9M +235,333 +18%
CPCM
22
Cardinal Point Capital Management
Ontario, Canada
$74.2M +$1.89M +37,555 +3%
GVCM
23
Global View Capital Management
Wisconsin
$69.3M +$13.3M +264,727 +24%
SMCM
24
Sky-Mountain Capital Management
Idaho
$64.1M +$1.51M +29,892 +2%
DC
25
Davenport & Co
Virginia
$63.7M +$503K +9,973 +0.8%