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
EFA
451
Evernest Financial Advisors
Indiana
$448K
AWM
452
AE Wealth Management
Kansas
$446K
KF
453
Krilogy Financial
Missouri
$440K
RWM
454
Riverchase Wealth Management
Texas
$438K
OC
455
Oppenheimer & Co
New York
$436K
CIA
456
Cascade Investment Advisors
Oregon
$428K
WTC
457
WhitTier Trust Company
Nevada
$424K
CCA
458
Cypress Capital Advisors
Tennessee
$423K
IWN
459
Independent Wealth Network
Iowa
$421K
Citigroup
460
Citigroup
New York
$417K
LI
461
LifeWealth Investments
Florida
$414K
GSC
462
G&S Capital
Colorado
$405K
HCA
463
Heck Capital Advisors
Wisconsin
$400K
CF
464
Centaurus Financial
California
$399K
DAS
465
Dynamic Advisor Solutions
Arizona
$399K
FSA
466
Financial Services Advisory
Maryland
$397K
HI
467
Harbour Investments
Wisconsin
$395K
FFA
468
Florida Financial Advisors
Florida
$390K
EWA
469
EverSource Wealth Advisors
Alabama
$377K
IC
470
IEQ Capital
California
$362K
WF
471
WealthPoint Financial
North Carolina
$361K
ZI
472
ZEGA Investments
Florida
$359K
TFM
473
Trademark Financial Management
Minnesota
$357K
MIM
474
MTM Investment Management
South Carolina
$354K
BVP
475
Bristlecone Value Partners
California
$341K