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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
Holders
602
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
98
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
326
Berger Financial Group
Minnesota
$1.42M
SC
327
Sierra Capital
Florida
$1.41M
WG
328
Watchman Group
Texas
$1.4M
PWM
329
Peck Wealth Management
New York
$1.39M
RSWM
330
Robertson Stephens Wealth Management
California
$1.36M
CWM
331
Collaborative Wealth Management
Florida
$1.35M
FZCM
332
Flynn Zito Capital Management
New York
$1.34M
NS
333
NBC Securities
Alabama
$1.33M
GAM
334
Gotham Asset Management
New York
$1.33M
GVAG
335
Great Valley Advisor Group
Delaware
$1.32M
BRWA
336
B. Riley Wealth Advisors
Florida
$1.29M
TSS
337
Two Sigma Securities
New York
$1.28M
BS
338
Banco Santander
Spain
$1.28M
CFCI
339
Comprehensive Financial Consultants Institutional
Indiana
$1.27M
SWA
340
Sax Wealth Advisors
New Jersey
$1.27M
SEIA
341
Signature Estate & Investment Advisors
California
$1.27M
MA
342
MKT Advisors
California
$1.26M
SFG
343
Sovereign Financial Group
Connecticut
$1.25M
JIR
344
James Investment Research
Ohio
$1.24M
KFAS
345
Keating Financial Advisory Services
Kansas
$1.23M
VPW
346
Vericrest Private Wealth
Pennsylvania
$1.23M
TWP
347
Triad Wealth Partners
Kansas
$1.21M
CSC
348
Caldwell Sutter Capital
California
$1.2M
BWP
349
Bernardo Wealth Planning
Pennsylvania
$1.2M
CCA
350
Cravens & Co Advisors
Tennessee
$1.18M