USFR icon

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
CCP
126
Cassia Capital Partners
North Carolina
$13.3M
ABWM
127
Alpine Bank Wealth Management
Colorado
$13.3M
PGWM
128
Parisi Gray Wealth Management
New Jersey
$13.3M
PA
129
Procyon Advisors
Connecticut
$13.2M
VPF
130
Vantage Point Financial
Illinois
$13M
TRCT
131
Tower Research Capital (TRC)
New York
$13M
TA
132
Tectonic Advisors
Texas
$12.4M
LW
133
Lauer Wealth
Indiana
$12.3M
LFS
134
Leibman Financial Services
Nebraska
$12.3M
ACC
135
Acorn Creek Capital
Colorado
$12.1M
HAG
136
HighPoint Advisor Group
Illinois
$12M
CRWM
137
Castle Rock Wealth Management
California
$11.9M
VWM
138
Vigilare Wealth Management
Arizona
$11.8M
CIA
139
Christian Investment Advisors
Texas
$11.6M
WWM
140
WT Wealth Management
Arizona
$11.1M
GSEP
141
Golden State Equity Partners
California
$10.8M
KWM
142
Keebeck Wealth Management
Illinois
$10.7M
FLFS
143
Family Legacy Financial Solutions
North Carolina
$10.6M
MIA
144
Milestone Investment Advisors
Wisconsin
$10.5M
HP
145
Haven Private
Florida
$10.3M
UCFA
146
United Capital Financial Advisors
Texas
$10.2M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
147
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.1M
NL
148
NVWM LLC
Pennsylvania
$10.1M
CM
149
Capital Management
Virginia
$9.83M
SWP
150
Stratos Wealth Partners
Ohio
$9.69M