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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
XPN
351
XY Planning Network
Montana
$1.17M
ICP
352
Impact Capital Partners
Colorado
$1.17M
OWM
353
OneAscent Wealth Management
Alabama
$1.17M
CWA
354
Continuum Wealth Advisors
New York
$1.16M
NFTC
355
North Forty Two & Co
Oregon
$1.16M
FDW
356
Fourth Dimension Wealth
Ohio
$1.14M
Northern Trust
357
Northern Trust
Illinois
$1.11M
TCBWMS
358
Texas Capital Bank Wealth Management Services
Texas
$1.1M
Envestnet Portfolio Solutions
359
Envestnet Portfolio Solutions
Illinois
$1.09M
VC
360
Vicus Capital
Pennsylvania
$1.08M
DFA
361
DHJJ Financial Advisors
Illinois
$1.06M
WS
362
Wedbush Securities
California
$1.05M
SWM
363
Segment Wealth Management
Texas
$1.04M
IWA
364
Integrity Wealth Advisors
California
$1.04M
AWA
365
Acumen Wealth Advisors
Tennessee
$1.03M
RL
366
Retireful LLC
Michigan
$1.03M
ECA
367
Elevation Capital Advisory
Oregon
$1.02M
EWA
368
EP Wealth Advisors
California
$1.02M
AWM
369
Aprio Wealth Management
Georgia
$993K
PWMG
370
Prestige Wealth Management Group
New Jersey
$983K
MFG
371
Magnus Financial Group
New York
$982K
FA
372
Fiduciary Alliance
South Carolina
$980K
AF
373
ASL Financial
California
$976K
CI
374
Cambiar Investors
Colorado
$970K
VT
375
Vise Technologies
New York
$945K