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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
SL
151
SFM LLC
New Hampshire
$9.31M
WCM
152
Wealthcare Capital Management
Virginia
$9.3M
AHC
153
Anderson Hoagland & Co
Missouri
$9.29M
WG
154
Warner Group
Connecticut
$9.23M
IWP
155
Invenio Wealth Partners
Florida
$9.01M
EH
156
Equitable Holdings
New York
$9M
AW
157
Ankerstar Wealth
Texas
$8.81M
FHA
158
Flagship Harbor Advisors
Massachusetts
$8.77M
HIP
159
HUB Investment Partners
Texas
$8.66M
AG
160
AlTi Global
New York
$8.31M
SI
161
Stephens Inc
Arkansas
$8.11M
TCG
162
Transcendent Capital Group
Oklahoma
$8.07M
MAC
163
Mason & Associates (California)
California
$7.99M
AFC
164
Ares Financial Consulting
California
$7.9M
EWM
165
Elmwood Wealth Management
California
$7.82M
LWANC
166
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.65M
Focus Partners Wealth
167
Focus Partners Wealth
Massachusetts
$7.6M
SWMG
168
Sanchez Wealth Management Group
Florida
$7.6M
Cerity Partners
169
Cerity Partners
New York
$7.37M
BAM
170
Belpointe Asset Management
Nevada
$7.32M
FFS
171
Founders Financial Securities
Maryland
$7.26M
RFPS
172
Reality Financial Planning Services
Florida
$7.17M
PCIA
173
Prime Capital Investment Advisors
Kansas
$6.98M
ASN
174
Advisory Services Network
Georgia
$6.96M
TCWM
175
Total Clarity Wealth Management
Illinois
$6.9M