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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

553 hedge funds and large institutions have $11.7B invested in WisdomTree Floating Rate Treasury Fund in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 223 increasing their positions, 226 reducing their positions, and 59 closing their positions.

Holders
553
Holders Change
-14
Holders Change %
-2.47%
% of All Funds
7.43%
Holding in Top 10
92
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.08%
% of All Funds
1.24%
New
55
Increased
223
Reduced
226
Closed
59
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$149M
2
LPL Financial
2
LPL Financial
California
$784M
3
UBS Group
3
UBS Group
Switzerland
$415M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$350M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$36.8M

Top Sellers

1
STA
1
Summit Trail Advisors
New York
$1.12B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
BlackRock
3
BlackRock
New York
$59K
4
WANY
4
Wealthspire Advisors (New York)
New York
$36.1M
5
SWA
5
Serenus Wealth Advisors
California
$250M
Name Market Value Shares Shares
Change 		Shares
Change %
STA
1
Summit Trail Advisors
New York
$1.12B 22,337,497 -5,010,255 -18%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.02B 20,274,928 -561,440 -3%
Morgan Stanley
3
Morgan Stanley
New York
$943M 18,738,180 -31,442 -0.2%
Bank of America
4
Bank of America
North Carolina
$796M 15,828,199 +194,695 +1%
LPL Financial
5
LPL Financial
California
$784M 15,587,844 +2,793,567 +22%
UBS Group
6
UBS Group
Switzerland
$415M 8,248,759 +1,630,314 +25%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$350M 6,963,911 +690,610 +11%
Raymond James Financial
8
Raymond James Financial
Florida
$321M 6,377,662 +13,494 +0.2%
BW
9
BIP Wealth
Georgia
$275M 5,474,972 -291,865 -5%
SWA
10
Serenus Wealth Advisors
California
$250M 4,974,575 -623,847 -11%
Ameriprise
11
Ameriprise
Minnesota
$231M 4,582,438 +205,006 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$172M 3,410,966 +69,054 +2%
Wells Fargo
13
Wells Fargo
California
$169M 3,363,322 +257,368 +8%
LWANC
14
Laurel Wealth Advisors (North Carolina)
North Carolina
$149M 7,477,626 +7,331,828 +5,029%
PAG
15
Private Advisor Group
New Jersey
$132M 2,615,438 +285,799 +12%
IWM
16
IHT Wealth Management
Illinois
$110M 2,176,529 +176,443 +9%
HighTower Advisors
17
HighTower Advisors
Illinois
$93.4M 1,857,092 -500,325 -21%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$87.5M 1,739,184 -47,383 -3%
WCM
19
Wealthcare Capital Management
Virginia
$81.5M 1,620,823 +10,519 +0.7%
Osaic Holdings
20
Osaic Holdings
Arizona
$81.1M 1,612,115 -200,347 -11%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$79.9M 1,588,826 +16,531 +1%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$78.8M 1,567,119 -136,958 -8%
MCM
23
Morton Capital Management
California
$75.2M 1,494,721 +107,232 +8%
ABWM
24
Alpine Bank Wealth Management
Colorado
$74.9M 1,489,055 +412,010 +38%
CPCM
25
Cardinal Point Capital Management
Ontario, Canada
$72.4M 1,439,759 +25,410 +2%
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