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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
PFS
501
Prospera Financial Services
Texas
$257K
BWP
502
Baldwin Wealth Partners
Massachusetts
$252K
LSA
503
L & S Advisors
California
$252K
VAG
504
VisionPoint Advisory Group
Texas
$250K
SA
505
Sovran Advisors
California
$249K
KFGK
506
Keystone Financial Group (Kentucky)
Kentucky
$247K
LBC
507
Lowe Brockenbrough & Co
Virginia
$246K
MAG
508
MRA Advisory Group
New Jersey
$241K
SPWG
509
Sage Private Wealth Group
Illinois
$240K
DWM
510
DeLarme Wealth Management
California
$237K
WCFA
511
Walkner Condon Financial Advisors
Wisconsin
$233K
VBFP
512
Valtinson Bruner Financial Planning
Minnesota
$230K
VFP
513
Vilga Financial Planning
New Jersey
$220K
DC
514
Dorval Corp
Minnesota
$220K
JCA
515
January Capital Advisors
California
$219K
GFG
516
Goldstone Financial Group
Illinois
$218K
HA
517
HFG Advisors
Ohio
$213K
CPA
518
Capital Performance Advisors
California
$210K
CRC
519
Curi RMB Capital
Illinois
$209K
SC
520
Summa Corp
Texas
$206K
MAM
521
Mainsail Asset Management
Alabama
$206K
TIM
522
Tortoise Investment Management
New York
$201K
PF
523
Prota Financial
Texas
$201K
LWP
524
LFG Wealth Partners
Kentucky
$201K
BTI
525
Blue Trust Inc
Georgia
$191K