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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
CM
151
Capital Management
Virginia
$9.83M
SWP
152
Stratos Wealth Partners
Ohio
$9.69M
SL
153
SFM LLC
New Hampshire
$9.31M
WCM
154
Wealthcare Capital Management
Virginia
$9.3M
AHC
155
Anderson Hoagland & Co
Missouri
$9.29M
WG
156
Warner Group
Connecticut
$9.23M
IWP
157
Invenio Wealth Partners
Florida
$9.01M
EH
158
Equitable Holdings
New York
$9M
AW
159
Ankerstar Wealth
Texas
$8.81M
FHA
160
Flagship Harbor Advisors
Massachusetts
$8.77M
HIP
161
HUB Investment Partners
Texas
$8.66M
AG
162
AlTi Global
New York
$8.31M
SI
163
Stephens Inc
Arkansas
$8.11M
TCG
164
Transcendent Capital Group
Oklahoma
$8.07M
MAC
165
Mason & Associates (California)
California
$7.99M
AFC
166
Ares Financial Consulting
California
$7.9M
EWM
167
Elmwood Wealth Management
California
$7.82M
LWANC
168
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.65M
Focus Partners Wealth
169
Focus Partners Wealth
Massachusetts
$7.6M
SWMG
170
Sanchez Wealth Management Group
Florida
$7.6M
Cerity Partners
171
Cerity Partners
New York
$7.37M
BAM
172
Belpointe Asset Management
Nevada
$7.32M
FFS
173
Founders Financial Securities
Maryland
$7.26M
RFPS
174
Reality Financial Planning Services
Florida
$7.17M
PCIA
175
Prime Capital Investment Advisors
Kansas
$6.98M