We are live on ! Find out more
USFR icon

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
OFS
401
OneAscent Financial Services
Alabama
$769K
GA
402
GFS Advisors
Texas
$767K
IIA
403
Integrity Investment Advisors
Colorado
$756K
FCA
404
Fortis Capital Advisors
Kansas
$756K
RSWA
405
Robinson Smith Wealth Advisors
Maine
$725K
MA
406
Mutual Advisors
Nebraska
$722K
WCM
407
Winebrenner Capital Management
Kentucky
$714K
GG
408
GenWealth Group
New Jersey
$709K
JWCA
409
J.W. Cole Advisors
Florida
$705K
CHJWM
410
Carlton Hofferkamp & Jenks Wealth Management
Texas
$700K
VA
411
VestGen Advisors
Illinois
$700K
EHC
412
Everett Harris & Co
California
$690K
AIC
413
Archer Investment Corporation
Indiana
$689K
MWM
414
Mosley Wealth Management
California
$659K
TF
415
Trek Financial
Arizona
$651K
CWP
416
Core Wealth Partners
California
$649K
AC
417
Avestar Capital
New York
$642K
PMG
418
Private Management Group
California
$641K
OFS
419
Opus Financial Solutions
Illinois
$639K
GAG
420
GM Advisory Group
New York
$639K
CAL
421
Capital Advisors Ltd
Ohio
$625K
LLWM
422
Life Line Wealth Management
California
$622K
LOWM
423
Laurel Oak Wealth Management
New Jersey
$610K
ACM
424
AlphaStar Capital Management
North Carolina
$607K
RFP
425
Root Financial Partners
California
$594K