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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
IAA
51
Independent Advisor Alliance
North Carolina
$38.8M
AC
52
AlphaCore Capital
California
$38.5M
CAM
53
Cresset Asset Management
Illinois
$37.4M
AWA
54
Arkadios Wealth Advisors
Georgia
$37M
DCM
55
Disciplina Capital Management
Tennessee
$33.5M
LFAS
56
Level Four Advisory Services
Texas
$32.9M
WCP
57
Wealthcare Capital Partners
Pennsylvania
$32.8M
UIC
58
Uniplan Investment Counsel
Wisconsin
$32.7M
HW
59
Hamilton Wealth
California
$32.4M
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