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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
CFC
76
Client First Capital
California
$23.6M
SWM
77
Stonebridge Wealth Management
Illinois
$23.3M
MWM
78
Moulton Wealth Management
Washington
$22.9M
Kayne Anderson Rudnick Investment Management
79
Kayne Anderson Rudnick Investment Management
California
$22.4M
UPS
80
UHLMANN PRICE SECURITIES
Illinois
$22.2M
SA
81
Sanctuary Advisors
Indiana
$21.9M
MPW
82
Melone Private Wealth
Michigan
$21.4M
WB
83
Webster Bank
Connecticut
$21.1M
NPI
84
New Perspectives Inc
Mississippi
$21M
TFG
85
Team Financial Group
California
$20M
ACA
86
Aptus Capital Advisors
Alabama
$19.8M
Jones Financial Companies
87
Jones Financial Companies
Missouri
$19.7M
CIA
88
Concurrent Investment Advisors
Florida
$19.6M
MFG
89
Merit Financial Group
Georgia
$19.2M
BF
90
Bonfire Financial
Colorado
$18.9M
BFG
91
Broussard Financial Group
Louisiana
$18.8M
EWA
92
Etesian Wealth Advisors
Oregon
$18.2M
CCG
93
Catalina Capital Group
California
$18.1M
WAP
94
Wealthcare Advisory Partners
Pennsylvania
$18M
LWL
95
Leo Wealth LLC
Texas
$17.5M
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$17.4M
SI
97
Stonekeep Investments
New Mexico
$16.8M
EFH
98
Eaton Financial Holdings
Florida
$16.3M
RWC
99
Rare Wolf Capital
Washington
$16.1M
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$15.8M