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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
JIP
376
Jaffetilchin Investment Partners
Florida
$922K
KA
377
Kovack Advisors
Florida
$915K
BOM
378
Bank of Marin
California
$914K
FA
379
Flagstar Advisors
New York
$907K
TCWA
380
Turtle Creek Wealth Advisors
Texas
$907K
PCM
381
Prelude Capital Management
New York
$906K
LSIA
382
LaSalle St. Investment Advisors
Illinois
$899K
AWM
383
Apollon Wealth Management
South Carolina
$892K
WP
384
WealthShield Partners
North Carolina
$883K
KV
385
Kickstand Ventures
New York
$882K
BRWM
386
Blue Rock Wealth Management
North Carolina
$874K
MC
387
Moors & Cabot
Massachusetts
$872K
NPT
388
National Philanthropic Trust
Pennsylvania
$869K
QP
389
Quartz Partners
New York
$859K
AWM
390
Avior Wealth Management
Nebraska
$840K
SSWM
391
Sheets Smith Wealth Management
North Carolina
$836K
FPB
392
First PREMIER Bank
South Dakota
$828K
UB
393
UMB Bank
Missouri
$823K
CL
394
Choreo LLC
Illinois
$821K
ATI
395
ARK & TLK Investments
Oklahoma
$814K
SC
396
Savant Capital
Illinois
$808K
Pathstone Holdings
397
Pathstone Holdings
New Jersey
$787K
OFS
398
OneAscent Financial Services
Alabama
$769K
GA
399
GFS Advisors
Texas
$767K
IIA
400
Integrity Investment Advisors
Colorado
$756K