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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

554 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 56 funds opening new positions, 223 increasing their positions, 226 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
-13
Holders Change %
-2.29%
% 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
1.23%
New
56
Increased
223
Reduced
226
Closed
60
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$146M
2
LPL Financial
LPL Financial
California
+$141M
3
UBS Group
UBS Group
Switzerland
+$82M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$34.7M
5
FHA
Flagship Harbor Advisors
Massachusetts
+$26.6M

Top Sellers

1
STA
Summit Trail Advisors
New York
-$252M
2
Renaissance Technologies
Renaissance Technologies
New York
-$115M
3
BlackRock
BlackRock
New York
-$44.4M
4
WANY
Wealthspire Advisors (New York)
New York
-$40.2M
5
SWA
Serenus Wealth Advisors
California
-$31.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
226
Crestwood Advisors Group
Massachusetts
$3.4M +$89.4K +1,776 +3%
GWP
227
Gateway Wealth Partners
Wisconsin
$3.33M -$49.4K -981 -1%
SMG
228
Smart Money Group
Texas
$3.28M -$1.49M -29,535 -31%
VA
229
VestGen Advisors
Illinois
$3.27M +$1.95M +38,667 +147%
MCC
230
Money Concepts Capital
Florida
$3.24M -$183K -3,638 -5%
GWSG
231
GPS Wealth Strategies Group
Colorado
$3.22M +$883K +17,545 +38%
MWAM
232
Manhattan West Asset Management
California
$3.14M -$22.2K -442 -0.7%
1WM
233
1858 Wealth Management
Ohio
$3.06M +$3.06M +60,867 New
ACM
234
Andina Capital Management
Utah
$3.06M -$3.96M -78,735 -56%
JSL
235
JT Stratford LLC
Georgia
$3M -$128K -2,539 -4%
HA
236
Herold Advisors
New York
$2.96M -$18.1K -359 -0.6%
FFG
237
First Financial Group
North Carolina
$2.94M +$258K +5,136 +10%
RL
238
Retireful LLC
Michigan
$2.87M -$94.1K -1,870 -3%
MC
239
Middleton & Co
Massachusetts
$2.82M -$138K -2,750 -5%
RA
240
RFG Advisory
Alabama
$2.78M -$707K -14,058 -20%
TFA
241
Transamerica Financial Advisors
Florida
$2.72M +$167K +3,313 +7%
GVAG
242
Great Valley Advisor Group
Delaware
$2.69M -$5.57M -110,739 -67%
Comerica Bank
243
Comerica Bank
Texas
$2.66M -$90.4K -1,797 -3%
CLP
244
Charis Legacy Partners
Texas
$2.64M +$2.4M +47,796 +1,020%
PWM
245
Puff Wealth Management
New Jersey
$2.62M +$20.9K +415 +0.8%
PFA
246
Professional Financial Advisors
Nebraska
$2.61M +$765K +15,196 +42%
IA
247
IFP Advisors
Florida
$2.6M -$1.29M -25,553 -33%
MA
248
MBA Advisors
Pennsylvania
$2.58M -$2.02M -40,111 -44%
EFG
249
Ethos Financial Group
Pennsylvania
$2.56M -$516K -10,261 -17%
CPA
250
Clear Point Advisors
New York
$2.5M +$33K +655 +1%
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