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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
CCFM
51
Clear Creek Financial Management
Washington
$38.9M
IAA
52
Independent Advisor Alliance
North Carolina
$38.8M
AC
53
AlphaCore Capital
California
$38.5M
CAM
54
Cresset Asset Management
Illinois
$37.4M
AWA
55
Arkadios Wealth Advisors
Georgia
$37M
DCM
56
Disciplina Capital Management
Tennessee
$33.5M
LFAS
57
Level Four Advisory Services
Texas
$32.9M
WCP
58
Wealthcare Capital Partners
Pennsylvania
$32.8M
UIC
59
Uniplan Investment Counsel
Wisconsin
$32.7M
Mariner
60
Mariner
Kansas
$31.6M
AssetMark Inc
61
AssetMark Inc
California
$31.4M
WWA
62
WCG Wealth Advisors
Nevada
$31M
IA
63
Integrity Alliance
Iowa
$30.2M
IA
64
Inspire Advisors
Idaho
$29.7M
CCP
65
Carmel Capital Partners
California
$29M
SC
66
Sykon Capital
New York
$28.3M
HCM
67
Hollencrest Capital Management
California
$27.5M
GIA
68
Gladstone Institutional Advisory
Florida
$27.1M
VAS
69
Vestmark Advisory Solutions
Massachusetts
$26.6M
SFGP
70
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$26.4M
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$26.3M
P
72
&Partners
Tennessee
$25.3M
MYIA
73
Mount Yale Investment Advisors
Colorado
$25M
UAS
74
United Asset Strategies
New York
$24.3M
HP
75
Holistic Planning
Texas
$23.9M