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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

567 hedge funds and large institutions have $11.7B invested in WisdomTree Floating Rate Treasury Fund in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 263 increasing their positions, 191 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
567
Holders Change
+8
Holders Change %
+1.43%
% of All Funds
7.7%
Holding in Top 10
93
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.9%
% of All Funds
1.26%
New
62
Increased
263
Reduced
191
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$545M
2
STA
Summit Trail Advisors
New York
+$277M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$59.4M
4
UBS Group
UBS Group
Switzerland
+$41.5M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$39.9M

Top Sellers

1
HHGA
Halbert Hargrove Global Advisors
California
-$95.6M
2
IAA
Independent Advisor Alliance
North Carolina
-$26.1M
3
Morgan Stanley
Morgan Stanley
New York
-$23.5M
4
KAS
Kestra Advisory Services
Texas
-$23M
5
II
Inspire Investing
Idaho
-$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
251
Sowell Financial Services
Arkansas
$2.63M +$50.5K +1,003 +2%
PWM
252
Puff Wealth Management
New Jersey
$2.6M +$5.49K +109 +0.2%
CF
253
Centaurus Financial
California
$2.58M +$1.56M +31,026 +153%
RWM
254
Riverchase Wealth Management
Texas
$2.57M +$14.7K +293 +0.6%
AI
255
Atria Investments
North Carolina
$2.57M +$103K +2,046 +4%
MSAM
256
Moloney Securities Asset Management
Missouri
$2.57M -$899K -17,853 -26%
TFA
257
Transamerica Financial Advisors
Florida
$2.55M +$279K +5,541 +12%
CPA
258
Clear Point Advisors
New York
$2.47M -$135K -2,679 -5%
CAM
259
Cresset Asset Management
Illinois
$2.45M -$275K -5,454 -10%
CCA
260
Cobblestone Capital Advisors
New York
$2.43M +$446K +8,857 +22%
TNBTD
261
Trustmark National Bank Trust Department
Mississippi
$2.43M +$218K +4,331 +10%
PPWP
262
Premier Path Wealth Partners
New Jersey
$2.39M +$143K +2,851 +6%
GWA
263
GGM Wealth Advisors
Maryland
$2.37M +$45.2K +898 +2%
GWSG
264
GPS Wealth Strategies Group
Colorado
$2.34M -$1.44M -28,546 -38%
PFA
265
Portland Financial Advisors
New York
$2.24M +$161K +3,194 +8%
PPW
266
Pasadena Private Wealth
California
$2.22M -$651K -12,930 -23%
WP
267
WealthShield Partners
North Carolina
$2.21M -$43K -855 -2%
VBFG
268
Vishria Bird Financial Group
Tennessee
$2.21M -$10K -199 -0.5%
WCM
269
Winebrenner Capital Management
Kentucky
$2.21M -$1.08M -21,425 -33%
WP
270
Westmount Partners
California
$2.16M -$46.3K -920 -2%
PA
271
Pinnacle Associates
New York
$2.11M -$132K -2,620 -6%
CFA
272
Cahill Financial Advisors
Minnesota
$2.04M +$51.1K +1,015 +3%
IAN
273
Integrated Advisors Network
Texas
$2.03M +$215K +4,280 +12%
Creative Planning
274
Creative Planning
Kansas
$2.02M +$1.38M +27,389 +213%
FAIM
275
Financial Advocates Investment Management
Washington
$2.01M -$332K -6,594 -14%
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