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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
LWMI
526
Legacy Wealth Management (Idaho)
Idaho
$148K
KFG
527
Kingdom Financial Group
Arizona
$147K
LAS
528
Lloyd Advisory Services
Georgia
$147K
NWS
529
Nvest Wealth Strategies
Ohio
$146K
MM
530
Main Management
California
$140K
GM
531
GeoWealth Management
Illinois
$130K
ACA
532
Atlas Capital Advisors
Wyoming
$120K
US Bancorp
533
US Bancorp
Minnesota
$106K
SWM
534
SHP Wealth Management
Massachusetts
$103K
CTC
535
Central Trust Company
Missouri
$100K
MPWT
536
MassMutual Private Wealth & Trust
Connecticut
$85.6K
Fidelity Investments
537
Fidelity Investments
Massachusetts
$85.6K
EWM
538
EPG Wealth Management
Georgia
$85K
PNC Financial Services Group
539
PNC Financial Services Group
Pennsylvania
$76.6K
CA
540
CoreCap Advisors
Michigan
$75K
MWA
541
Merkkuri Wealth Advisors
New York
$70.3K
FHC
542
First Horizon Corporation
Tennessee
$63.1K
CI
543
CX Institutional
Indiana
$63K
PFBT
544
Parkside Financial Bank & Trust
Missouri
$60.4K
BOJHT
545
Bank of Jackson Hole Trust
Wyoming
$60.3K
CPG
546
Cornerstone Planning Group
New Jersey
$54K
BlackRock
547
BlackRock
New York
$54K
FF
548
Frankly Finances
Florida
$49.3K
UBS AM
549
UBS AM
Illinois
$46K
ST
550
Smithfield Trust
Pennsylvania
$44K