USFR icon

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
BWM
576
Bernard Wealth Management
Michigan
$6.75K
TCOT
577
Trust Company of Toledo
Ohio
$6.7K
NFSG
578
Newbridge Financial Services Group
Florida
$5.99K
CTWM
579
Cherry Tree Wealth Management
Minnesota
$4.98K
CMA
580
Cedar Mountain Advisors
Oregon
$4.43K
TCM
581
Triumph Capital Management
Colorado
$4.28K
FFO
582
Fortitude Family Office
Arizona
$3.52K
OC
583
Oakworth Capital
Alabama
$3.47K
TLFA
584
True Link Financial Advisors
California
$2.97K
GEA
585
Glen Eagle Advisors
New Jersey
$2.87K
PWPS
586
Pinnacle Wealth Planning Services
Ohio
$2.82K
PA
587
Parallel Advisors
California
$2.21K
VAI
588
Vanguard Advisers Inc
Pennsylvania
$2.11K
MWA
589
Medallion Wealth Advisors
Connecticut
$2.01K
MSG
590
Main Street Group
Virginia
$1.86K
TPCW
591
TD Private Client Wealth
New York
$1.06K
RBC
592
Roble Belko & Company
Pennsylvania
$1K
RIL
593
Rothschild Investment LLC
Illinois
$705
SAS
594
Spurstone Advisory Services
Connecticut
$554
MA
595
MCF Advisors
Kentucky
$554
GWSA
596
Global Wealth Strategies & Associates
Colorado
$415
RF
597
Rossby Financial
Florida
$50
SWIM
598
Smallwood Wealth Investment Management
New Jersey
$50
IA
599
IFG Advisory
Georgia
AWM
600
Axxcess Wealth Management
California