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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
VAG
501
VisionPoint Advisory Group
Texas
$250K
SA
502
Sovran Advisors
California
$249K
KFGK
503
Keystone Financial Group (Kentucky)
Kentucky
$247K
LBC
504
Lowe Brockenbrough & Co
Virginia
$246K
MAG
505
MRA Advisory Group
New Jersey
$241K
SPWG
506
Sage Private Wealth Group
Illinois
$240K
DWM
507
DeLarme Wealth Management
California
$237K
WCFA
508
Walkner Condon Financial Advisors
Wisconsin
$233K
VBFP
509
Valtinson Bruner Financial Planning
Minnesota
$230K
DC
510
Dorval Corp
Minnesota
$220K
JCA
511
January Capital Advisors
California
$219K
GFG
512
Goldstone Financial Group
Illinois
$218K
HA
513
HFG Advisors
Ohio
$213K
CPA
514
Capital Performance Advisors
California
$210K
CRC
515
Curi RMB Capital
Illinois
$209K
SC
516
Summa Corp
Texas
$206K
MAM
517
Mainsail Asset Management
Alabama
$206K
TIM
518
Tortoise Investment Management
New York
$201K
PF
519
Prota Financial
Texas
$201K
BTI
520
Blue Trust Inc
Georgia
$191K
JFGIW
521
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$186K
National Bank of Canada
522
National Bank of Canada
Quebec, Canada
$172K
CFD
523
Creative Financial Designs
Indiana
$151K
TWC
524
TD Waterhouse Canada
Ontario, Canada
$150K
IWP
525
IAG Wealth Partners
Wisconsin
$149K