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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
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$15.8M
MML Investors Services
102
MML Investors Services
Massachusetts
$15.7M
AFWM
103
Arta Finance Wealth Management
California
$15.7M
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$15.7M
HCM
105
Howard Capital Management
Georgia
$15.6M
FFG
106
Fortune Financial Group
Florida
$15.5M
RFA
107
Reyes Financial Architecture
California
$15.5M
FSA
108
Financial Security Advisor
Virginia
$15.3M
GWM
109
Goldenstone Wealth Management
California
$15.2M
MWM
110
Modern Wealth Management
Kansas
$15.2M
BWM
111
BlackDiamond Wealth Management
New York
$15M
NF
112
Napier Financial
Massachusetts
$14.9M
SG
113
Sharper & Granite
California
$14.8M
RW
114
Regimen Wealth
Georgia
$14.8M
MCM
115
MAI Capital Management
Ohio
$14.7M
HC
116
Headland Capital
South Carolina
$14.5M
EF
117
Envision Financial
Wisconsin
$14.4M
MW
118
Mueller Wealth
Wisconsin
$14.3M
PCA
119
Pallas Capital Advisors
Massachusetts
$14M
GWANC
120
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.9M
PCM
121
Permanent Capital Management
Illinois
$13.8M
Baird Financial Group
122
Baird Financial Group
Wisconsin
$13.7M
CSP
123
Cary Street Partners
Virginia
$13.7M
GWM
124
GSB Wealth Management
Connecticut
$13.6M
CA
125
Calton & Associates
Florida
$13.6M