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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
NP
251
NorthRock Partners
Minnesota
$3.09M
QCM
252
Quantinno Capital Management
New York
$3.07M
AA
253
Addison Advisors
Vermont
$3.01M
IFG
254
Independent Financial Group
California
$2.99M
CW
255
CreativeOne Wealth
Kansas
$2.97M
PPW
256
Pasadena Private Wealth
California
$2.9M
Truist Financial
257
Truist Financial
North Carolina
$2.87M
SMG
258
Smart Money Group
Texas
$2.86M
SFC
259
Strategic Financial Concepts
Texas
$2.76M
FA
260
Fermata Advisors
California
$2.73M
RA
261
RFG Advisory
Alabama
$2.72M
WWM
262
Whalen Wealth Management
Nevada
$2.68M
NL
263
NWAM LLC
Washington
$2.66M
PA
264
PFG Advisors
Arizona
$2.64M
CMMS
265
Comprehensive Money Management Services
Florida
$2.61M
MC
266
Middleton & Co
Massachusetts
$2.6M
TFA
267
Transamerica Financial Advisors
Florida
$2.6M
SWP
268
Strategic Wealth Partners
Ohio
$2.59M
Janney Montgomery Scott
269
Janney Montgomery Scott
Pennsylvania
$2.49M
SWA
270
SFMG Wealth Advisors
Texas
$2.48M
NRG
271
Nemes Rush Group
Michigan
$2.48M
TNBTD
272
Trustmark National Bank Trust Department
Mississippi
$2.45M
AZ
273
Alpha Zero
Florida
$2.45M
SFS
274
Sowell Financial Services
Arkansas
$2.45M
NWMG
275
National Wealth Management Group
Ohio
$2.44M