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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
KWM
176
Kingsview Wealth Management
Oregon
$6.89M
Wealthfront Advisers
177
Wealthfront Advisers
California
$6.83M
CWM
178
Cabot Wealth Management
Massachusetts
$6.7M
CIAS
179
Capital Investment Advisory Services
North Carolina
$6.53M
DADC
180
D.A. Davidson & Co
Montana
$6.49M
BWS
181
BFI Wealth Solutions
Texas
$6.44M
DF
182
Daviman Financial
Indiana
$6.19M
AFG
183
Atomi Financial Group
New York
$6.02M
GWP
184
Gateway Wealth Partners
Wisconsin
$5.94M
WSWA
185
Warren Street Wealth Advisors
California
$5.88M
IA
186
IFP Advisors
Florida
$5.86M
FVCM
187
F&V Capital Management
Florida
$5.82M
CC
188
Cypress Capital
Tennessee
$5.72M
TCM
189
TD Capital Management
Tennessee
$5.72M
RCS
190
Retirement Capital Strategies
California
$5.66M
IWAL
191
Independent Wealth Advisors LLC
North Carolina
$5.61M
GWM
192
Greenwich Wealth Management
Connecticut
$5.6M
AWA
193
Argo Wealth Advisory
Virginia
$5.59M
HPC
194
Hobart Private Capital
North Carolina
$5.55M
SLC
195
Second Line Capital
Louisiana
$5.49M
FF
196
Friedenthal Financial
New Jersey
$5.44M
CAL
197
Capital Analysts LLC
Pennsylvania
$5.43M
LAS
198
LWM Advisory Services
Florida
$5.41M
OAS
199
Optivise Advisory Services
Tennessee
$5.38M
ETC
200
Exchange Traded Concepts
Oklahoma
$5.31M