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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
MML Investors Services
101
MML Investors Services
Massachusetts
$15.7M
AFWM
102
Arta Finance Wealth Management
California
$15.7M
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$15.7M
HCM
104
Howard Capital Management
Georgia
$15.6M
FFG
105
Fortune Financial Group
Florida
$15.5M
RFA
106
Reyes Financial Architecture
California
$15.5M
FSA
107
Financial Security Advisor
Virginia
$15.3M
GWM
108
Goldenstone Wealth Management
California
$15.2M
MWM
109
Modern Wealth Management
Kansas
$15.2M
BWM
110
BlackDiamond Wealth Management
New York
$15M
NF
111
Napier Financial
Massachusetts
$14.9M
SG
112
Sharper & Granite
California
$14.8M
RW
113
Regimen Wealth
Georgia
$14.8M
MCM
114
MAI Capital Management
Ohio
$14.7M
HC
115
Headland Capital
South Carolina
$14.5M
EF
116
Envision Financial
Wisconsin
$14.4M
MW
117
Mueller Wealth
Wisconsin
$14.3M
PCA
118
Pallas Capital Advisors
Massachusetts
$14M
GWANC
119
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.9M
PCM
120
Permanent Capital Management
Illinois
$13.8M
Baird Financial Group
121
Baird Financial Group
Wisconsin
$13.7M
CSP
122
Cary Street Partners
Virginia
$13.7M
GWM
123
GSB Wealth Management
Connecticut
$13.6M
CA
124
Calton & Associates
Florida
$13.6M
IF
125
Intrua Financial
Texas
$13.3M