USFR icon

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
VCP
426
Verus Capital Partners
Arizona
$571K
SFM
427
Signet Financial Management
New Jersey
$570K
PFA
428
Professional Financial Advisors
Nebraska
$568K
CWS
429
Cypress Wealth Services
California
$568K
SCA
430
Snowden Capital Advisors
New York
$561K
SW
431
Simplicity Wealth
New Jersey
$560K
MTC
432
Matrix Trust Company
Colorado
$558K
WCG
433
Weaver Consulting Group
California
$552K
SPWM
434
Spartan Planning & Wealth Management
North Carolina
$550K
BIP
435
Blueprint Investment Partners
North Carolina
$550K
CA
436
CGN Advisors
Kansas
$549K
SFA
437
Sequoia Financial Advisors
Ohio
$548K
AAS
438
Annex Advisory Services
Wisconsin
$543K
FIA
439
Foundations Investment Advisors
Arizona
$526K
DWM
440
Defined Wealth Management
Oregon
$516K
1CP
441
17 Capital Partners
Arizona
$508K
ACM
442
ADAR1 Capital Management
Texas
$503K
IAIM
443
International Assets Investment Management
Florida
$501K
PIN
444
Prudent Investors Network
California
$500K
RC
445
Roundview Capital
New Jersey
$498K
EFS
446
Essex Financial Services
Connecticut
$487K
WMA
447
Wealth Management Associates
New Jersey
$487K
GC
448
Guggenheim Capital
Illinois
$481K
ACM
449
Adalta Capital Management
New York
$478K
FCP
450
Fidelis Capital Partners
Florida
$455K