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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
LAS
201
LWM Advisory Services
Florida
$5.41M
OAS
202
Optivise Advisory Services
Tennessee
$5.38M
ETC
203
Exchange Traded Concepts
Oklahoma
$5.31M
SOS
204
Silver Oak Securities
Tennessee
$5.29M
GCWM
205
Guided Capital Wealth Management
Texas
$5.22M
SG
206
StoneX Group
New York
$4.93M
YWM
207
Yoder Wealth Management
California
$4.83M
CL
208
CIM LLC
New York
$4.64M
EI
209
Ellevest Inc
New York
$4.54M
EP
210
Edgestream Partners
New Jersey
$4.47M
PA
211
Pinnacle Associates
New York
$4.46M
CFP
212
Curran Financial Partners
South Carolina
$4.42M
WCAMG
213
Woodard & Company Asset Management Group
North Carolina
$4.37M
CLP
214
Charis Legacy Partners
Texas
$4.35M
WWM
215
Western Wealth Management
Colorado
$4.31M
GWM
216
Geneos Wealth Management
Colorado
$4.29M
CB
217
Centennial Bank
Arkansas
$4.27M
AWM
218
Activest Wealth Management
Florida
$4.19M
FFG
219
First Financial Group
North Carolina
$4.11M
MWML
220
M Wealth Management LLC
California
$4.09M
GSWM
221
Golden State Wealth Management
California
$4.06M
ACM
222
Andina Capital Management
Utah
$4.03M
MG
223
Mather Group
Illinois
$4M
PWMAG
224
Pinnacle Wealth Management Advisory Group
New Jersey
$3.92M
JSL
225
JT Stratford LLC
Georgia
$3.87M