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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
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$63.5M
KAM
27
Knightsbridge Asset Management
California
$62.3M
Bank of New York Mellon
28
Bank of New York Mellon
New York
$58.9M
FCM
29
Fourpath Capital Management
Oklahoma
$58.6M
AFP
30
Ausdal Financial Partners
Iowa
$56.4M
Stifel Financial
31
Stifel Financial
Missouri
$55.7M
SFO
32
Stenger Family Office
Illinois
$50.8M
SPIA
33
Steward Partners Investment Advisory
New York
$48.4M
EMAM
34
Encompass More Asset Management
California
$46.8M
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$46.8M
NA
36
NewEdge Advisors
Louisiana
$46.4M
MIG
37
McGuire Investment Group
Rhode Island
$45.1M
Lido Advisors
38
Lido Advisors
California
$45M
VPP
39
Vertex Planning Partners
Illinois
$45M
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$44.8M
MWM
41
Mission Wealth Management
California
$43.7M
William Blair & Company
42
William Blair & Company
Illinois
$43.3M
LCM
43
Lunt Capital Management
Utah
$42.9M
EWA
44
Exit Wealth Advisors
Georgia
$41.9M
MAA
45
Mraz Amerine & Associates
California
$41.4M
KPWS
46
Kestra Private Wealth Services
Texas
$40.8M
WANY
47
Wealthspire Advisors (New York)
New York
$40.8M
CPA
48
Capital Planning Advisors
California
$40.7M
FFA
49
Farther Finance Advisors
California
$39.2M
JP Morgan Chase
50
JP Morgan Chase
New York
$39.1M