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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
SOS
201
Silver Oak Securities
Tennessee
$5.29M
GCWM
202
Guided Capital Wealth Management
Texas
$5.22M
SG
203
StoneX Group
New York
$4.93M
YWM
204
Yoder Wealth Management
California
$4.83M
CL
205
CIM LLC
New York
$4.64M
EI
206
Ellevest Inc
New York
$4.54M
EP
207
Edgestream Partners
New Jersey
$4.47M
PA
208
Pinnacle Associates
New York
$4.46M
CFP
209
Curran Financial Partners
South Carolina
$4.42M
WCAMG
210
Woodard & Company Asset Management Group
North Carolina
$4.37M
CLP
211
Charis Legacy Partners
Texas
$4.35M
WWM
212
Western Wealth Management
Colorado
$4.31M
GWM
213
Geneos Wealth Management
Colorado
$4.29M
CB
214
Centennial Bank
Arkansas
$4.27M
AWM
215
Activest Wealth Management
Florida
$4.19M
FFG
216
First Financial Group
North Carolina
$4.11M
MWML
217
M Wealth Management LLC
California
$4.09M
GSWM
218
Golden State Wealth Management
California
$4.06M
ACM
219
Andina Capital Management
Utah
$4.03M
MG
220
Mather Group
Illinois
$4M
PWMAG
221
Pinnacle Wealth Management Advisory Group
New Jersey
$3.92M
JSL
222
JT Stratford LLC
Georgia
$3.87M
FFN
223
Focus Financial Network
Minnesota
$3.87M
PCA
224
Prosperity Capital Advisors
Ohio
$3.78M
AAS
225
Ameritas Advisory Services
Nebraska
$3.77M