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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
TWM
426
TopTier Wealth Management
Wisconsin
$593K
ARC
427
Advisor Resource Council
Texas
$589K
NC
428
NewSquare Capital
Pennsylvania
$579K
VCP
429
Verus Capital Partners
Arizona
$571K
SFM
430
Signet Financial Management
New Jersey
$570K
PFA
431
Professional Financial Advisors
Nebraska
$568K
CWS
432
Cypress Wealth Services
California
$568K
SCA
433
Snowden Capital Advisors
New York
$561K
SW
434
Simplicity Wealth
New Jersey
$560K
MFN
435
Midwest Financial Network
Illinois
$558K
MTC
436
Matrix Trust Company
Colorado
$558K
WCG
437
Weaver Consulting Group
California
$552K
SPWM
438
Spartan Planning & Wealth Management
North Carolina
$550K
BIP
439
Blueprint Investment Partners
North Carolina
$550K
CA
440
CGN Advisors
Kansas
$549K
SFA
441
Sequoia Financial Advisors
Ohio
$548K
AAS
442
Annex Advisory Services
Wisconsin
$543K
FIA
443
Foundations Investment Advisors
Arizona
$526K
DWM
444
Defined Wealth Management
Oregon
$516K
1CP
445
17 Capital Partners
Arizona
$508K
ACM
446
ADAR1 Capital Management
Texas
$503K
IAIM
447
International Assets Investment Management
Florida
$501K
PIN
448
Prudent Investors Network
California
$500K
RC
449
Roundview Capital
New Jersey
$498K
EFS
450
Essex Financial Services
Connecticut
$487K