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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
PWM
326
Peck Wealth Management
New York
$1.39M
RSWM
327
Robertson Stephens Wealth Management
California
$1.36M
CWM
328
Collaborative Wealth Management
Florida
$1.35M
FZCM
329
Flynn Zito Capital Management
New York
$1.34M
NS
330
NBC Securities
Alabama
$1.33M
GAM
331
Gotham Asset Management
New York
$1.33M
GVAG
332
Great Valley Advisor Group
Delaware
$1.32M
BRWA
333
B. Riley Wealth Advisors
Florida
$1.29M
TSS
334
Two Sigma Securities
New York
$1.28M
BS
335
Banco Santander
Spain
$1.28M
CFCI
336
Comprehensive Financial Consultants Institutional
Indiana
$1.27M
SWA
337
Sax Wealth Advisors
New Jersey
$1.27M
SEIA
338
Signature Estate & Investment Advisors
California
$1.27M
MA
339
MKT Advisors
California
$1.26M
SFG
340
Sovereign Financial Group
Connecticut
$1.25M
JIR
341
James Investment Research
Ohio
$1.24M
KFAS
342
Keating Financial Advisory Services
Kansas
$1.23M
VPW
343
Vericrest Private Wealth
Pennsylvania
$1.23M
TWP
344
Triad Wealth Partners
Kansas
$1.21M
CSC
345
Caldwell Sutter Capital
California
$1.2M
BWP
346
Bernardo Wealth Planning
Pennsylvania
$1.2M
CCA
347
Cravens & Co Advisors
Tennessee
$1.18M
XPN
348
XY Planning Network
Montana
$1.17M
ICP
349
Impact Capital Partners
Colorado
$1.17M
OWM
350
OneAscent Wealth Management
Alabama
$1.17M