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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
FCA
401
Fortis Capital Advisors
Kansas
$756K
RSWA
402
Robinson Smith Wealth Advisors
Maine
$725K
MA
403
Mutual Advisors
Nebraska
$722K
WCM
404
Winebrenner Capital Management
Kentucky
$714K
GG
405
GenWealth Group
New Jersey
$709K
JWCA
406
J.W. Cole Advisors
Florida
$705K
CHJWM
407
Carlton Hofferkamp & Jenks Wealth Management
Texas
$700K
VA
408
VestGen Advisors
Illinois
$700K
EHC
409
Everett Harris & Co
California
$690K
AIC
410
Archer Investment Corporation
Indiana
$689K
MWM
411
Mosley Wealth Management
California
$659K
TF
412
Trek Financial
Arizona
$651K
CWP
413
Core Wealth Partners
California
$649K
AC
414
Avestar Capital
New York
$642K
PMG
415
Private Management Group
California
$641K
OFS
416
Opus Financial Solutions
Illinois
$639K
GAG
417
GM Advisory Group
New York
$639K
CAL
418
Capital Advisors Ltd
Ohio
$625K
LLWM
419
Life Line Wealth Management
California
$622K
LOWM
420
Laurel Oak Wealth Management
New Jersey
$610K
ACM
421
AlphaStar Capital Management
North Carolina
$607K
RFP
422
Root Financial Partners
California
$594K
TWM
423
TopTier Wealth Management
Wisconsin
$593K
ARC
424
Advisor Resource Council
Texas
$589K
NC
425
NewSquare Capital
Pennsylvania
$579K