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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
JFGIW
526
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$186K
National Bank of Canada
527
National Bank of Canada
Quebec, Canada
$172K
CFD
528
Creative Financial Designs
Indiana
$151K
TWC
529
TD Waterhouse Canada
Ontario, Canada
$150K
IWP
530
IAG Wealth Partners
Wisconsin
$149K
LWMI
531
Legacy Wealth Management (Idaho)
Idaho
$148K
KFG
532
Kingdom Financial Group
Arizona
$147K
LAS
533
Lloyd Advisory Services
Georgia
$147K
NWS
534
Nvest Wealth Strategies
Ohio
$146K
MM
535
Main Management
California
$140K
GM
536
GeoWealth Management
Illinois
$130K
ACA
537
Atlas Capital Advisors
Wyoming
$120K
US Bancorp
538
US Bancorp
Minnesota
$106K
SWM
539
SHP Wealth Management
Massachusetts
$103K
CTC
540
Central Trust Company
Missouri
$100K
MPWT
541
MassMutual Private Wealth & Trust
Connecticut
$85.6K
Fidelity Investments
542
Fidelity Investments
Massachusetts
$85.6K
EWM
543
EPG Wealth Management
Georgia
$85K
PNC Financial Services Group
544
PNC Financial Services Group
Pennsylvania
$76.6K
CA
545
CoreCap Advisors
Michigan
$75K
MWA
546
Merkkuri Wealth Advisors
New York
$70.3K
FHC
547
First Horizon Corporation
Tennessee
$63.1K
CI
548
CX Institutional
Indiana
$63K
PFBT
549
Parkside Financial Bank & Trust
Missouri
$60.4K
BOJHT
550
Bank of Jackson Hole Trust
Wyoming
$60.3K