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WisdomTree Floating Rate Treasury Fund

597 hedge funds and large institutions have $9.95B invested in WisdomTree Floating Rate Treasury Fund in 2026 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 244 increasing their positions, 229 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
97
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
BFG
226
Beacon Financial Group
Texas
$3.76M
MOS
227
MGO One Seven
Ohio
$3.75M
SF
228
Summit Financial
New Jersey
$3.75M
KCWM
229
Kane Co Wealth Management
Iowa
$3.73M
IWC
230
Integrated Wealth Concepts
Massachusetts
$3.71M
GT
231
GreatBanc Trust
Illinois
$3.68M
GC
232
GatePass Capital
Ohio
$3.67M
SG
233
Sankala Group
Colorado
$3.67M
GAA
234
Global Assets Advisory
Florida
$3.64M
AWE
235
Avidian Wealth Enterprises
Texas
$3.64M
BCG
236
Bravias Capital Group
New Jersey
$3.63M
CCAM
237
Cascades Capital Asset Management
North Carolina
$3.61M
OWA
238
OakTrust Wealth Advisors
Connecticut
$3.5M
MCM
239
Mattern Capital Management
Colorado
$3.46M
FGA
240
Fortis Group Advisors
New Jersey
$3.35M
ATS
241
Ashton Thomas Securities
New York
$3.32M
KWA
242
Kingswood Wealth Advisors
California
$3.28M
WA
243
Waverly Advisors
Alabama
$3.28M
CAG
244
Crestwood Advisors Group
Massachusetts
$3.21M
NG
245
Novem Group
New York
$3.19M
FIT
246
Financially in Tune
Massachusetts
$3.18M
MCC
247
Money Concepts Capital
Florida
$3.18M
CCA
248
Conservest Capital Advisors
Pennsylvania
$3.17M
EFG
249
Ethos Financial Group
Pennsylvania
$3.11M
AF
250
Allworth Financial
California
$3.1M