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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
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
MIG
36
McGuire Investment Group
Rhode Island
$45.1M
Lido Advisors
37
Lido Advisors
California
$45M
VPP
38
Vertex Planning Partners
Illinois
$45M
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$44.8M
MWM
40
Mission Wealth Management
California
$43.7M
William Blair & Company
41
William Blair & Company
Illinois
$43.3M
LCM
42
Lunt Capital Management
Utah
$42.9M
EWA
43
Exit Wealth Advisors
Georgia
$41.9M
MAA
44
Mraz Amerine & Associates
California
$41.4M
KPWS
45
Kestra Private Wealth Services
Texas
$40.8M
WANY
46
Wealthspire Advisors (New York)
New York
$40.8M
CPA
47
Capital Planning Advisors
California
$40.7M
FFA
48
Farther Finance Advisors
California
$39.2M
JP Morgan Chase
49
JP Morgan Chase
New York
$39.1M
CCFM
50
Clear Creek Financial Management
Washington
$38.9M