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