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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
CPG
551
Cornerstone Planning Group
New Jersey
$54K
BlackRock
552
BlackRock
New York
$54K
FF
553
Frankly Finances
Florida
$49.3K
UBS AM
554
UBS AM
Illinois
$46K
ST
555
Smithfield Trust
Pennsylvania
$44K
CAN
556
Capital Advisor Network
Indiana
$37K
PWA
557
Physician Wealth Advisors
Utah
$31.2K
AUB
558
Atlantic Union Bankshares
Virginia
$30K
BWAM
559
Boyd Watterson Asset Management
Ohio
$29.2K
CWIG
560
Chung Wu Investment Group
Texas
$25.2K
Franklin Resources
561
Franklin Resources
California
$25.2K
Bank of Montreal
562
Bank of Montreal
Ontario, Canada
$24.8K
HNB
563
Huntington National Bank
Ohio
$24.5K
T
564
Transce3nd
Texas
$23.9K
CIAS
565
CBIZ Investment Advisory Services
Ohio
$22.9K
DWP
566
Destiny Wealth Partners
Florida
$22.9K
SIM
567
Synergy Investment Management
Florida
$19.4K
VWM
568
Vermillion Wealth Management
Minnesota
$16.8K
GIA
569
GHP Investment Advisors
Colorado
$16K
APW
570
Aventura Private Wealth
Florida
$15.4K
GCM
571
Gables Capital Management
Florida
$15.1K
C
572
Covestor
United Kingdom
$15K
1IA
573
1620 Investment Advisors
Massachusetts
$14.2K
T
574
Tidemark
California
$12.5K
S
575
SignatureFD
Georgia
$11.5K