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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
ASN
176
Advisory Services Network
Georgia
$6.96M
TCWM
177
Total Clarity Wealth Management
Illinois
$6.9M
KWM
178
Kingsview Wealth Management
Oregon
$6.89M
Wealthfront Advisers
179
Wealthfront Advisers
California
$6.83M
CWM
180
Cabot Wealth Management
Massachusetts
$6.7M
CIAS
181
Capital Investment Advisory Services
North Carolina
$6.53M
DADC
182
D.A. Davidson & Co
Montana
$6.49M
BWS
183
BFI Wealth Solutions
Texas
$6.44M
DF
184
Daviman Financial
Indiana
$6.19M
TC
185
Town Capital
Maryland
$6.14M
AFG
186
Atomi Financial Group
New York
$6.02M
GWP
187
Gateway Wealth Partners
Wisconsin
$5.94M
WSWA
188
Warren Street Wealth Advisors
California
$5.88M
IA
189
IFP Advisors
Florida
$5.86M
FVCM
190
F&V Capital Management
Florida
$5.82M
CC
191
Cypress Capital
Tennessee
$5.72M
TCM
192
TD Capital Management
Tennessee
$5.72M
RCS
193
Retirement Capital Strategies
California
$5.66M
IWA
194
Independent Wealth Advisors
North Carolina
$5.61M
GWM
195
Greenwich Wealth Management
Connecticut
$5.6M
AWA
196
Argo Wealth Advisory
Virginia
$5.59M
HPC
197
Hobart Private Capital
North Carolina
$5.55M
SLC
198
Second Line Capital
Louisiana
$5.49M
FF
199
Friedenthal Financial
New Jersey
$5.44M
CAL
200
Capital Analysts LLC
Pennsylvania
$5.43M