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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

555 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, 224 increasing their positions, 226 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
555
Holders Change
-12
Holders Change %
-2.12%
% of All Funds
7.44%
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
224
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 %
AA
226
Addison Advisors
Vermont
$3.5M -$191K -3,804 -5%
CAG
227
Crestwood Advisors Group
Massachusetts
$3.4M +$89.4K +1,776 +3%
GWP
228
Gateway Wealth Partners
Wisconsin
$3.33M -$49.4K -981 -1%
SMG
229
Smart Money Group
Texas
$3.28M -$1.49M -29,535 -31%
VA
230
VestGen Advisors
Illinois
$3.27M +$1.95M +38,667 +147%
MCC
231
Money Concepts Capital
Florida
$3.24M -$183K -3,638 -5%
GWSG
232
GPS Wealth Strategies Group
Colorado
$3.22M +$883K +17,545 +38%
MWAM
233
Manhattan West Asset Management
California
$3.14M -$22.2K -442 -0.7%
1WM
234
1858 Wealth Management
Ohio
$3.06M +$3.06M +60,867 New
ACM
235
Andina Capital Management
Utah
$3.06M -$3.96M -78,735 -56%
JSL
236
JT Stratford LLC
Georgia
$3M -$128K -2,539 -4%
HA
237
Herold Advisors
New York
$2.96M -$18.1K -359 -0.6%
FFG
238
First Financial Group
North Carolina
$2.94M +$258K +5,136 +10%
RL
239
Retireful LLC
Michigan
$2.87M -$94.1K -1,870 -3%
MC
240
Middleton & Co
Massachusetts
$2.82M -$138K -2,750 -5%
RA
241
RFG Advisory
Alabama
$2.78M -$707K -14,058 -20%
TFA
242
Transamerica Financial Advisors
Florida
$2.72M +$167K +3,313 +7%
GVAG
243
Great Valley Advisor Group
Delaware
$2.69M -$5.57M -110,739 -67%
Comerica Bank
244
Comerica Bank
Texas
$2.66M -$90.4K -1,797 -3%
CLP
245
Charis Legacy Partners
Texas
$2.64M +$2.4M +47,796 +1,020%
PWM
246
Puff Wealth Management
New Jersey
$2.62M +$20.9K +415 +0.8%
PFA
247
Professional Financial Advisors
Nebraska
$2.61M +$765K +15,196 +42%
IA
248
IFP Advisors
Florida
$2.6M -$1.29M -25,553 -33%
MA
249
MBA Advisors
Pennsylvania
$2.58M -$2.02M -40,111 -44%
EFG
250
Ethos Financial Group
Pennsylvania
$2.56M -$516K -10,261 -17%
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