WisdomTree Floating Rate Treasury Fund
USFR
USFR
563 hedge funds and large institutions have $11.6B invested in WisdomTree Floating Rate Treasury Fund in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 228 increasing their positions, 227 reducing their positions, and 60 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less capital invested
Capital invested by funds: $ → $
less first-time investments, than exits
New positions opened: | Existing positions closed:
less funds holding in top 10
Funds holding in top 10: →
1.15% less ownership
Funds ownership: 64.28% → 63.13% (-1.2%)
1% less funds holding
Funds holding: 570 → 563 (-7)
Holders
563
Holding in Top 10
93
Calls
–
Puts
–
Top Buyers
| 1 | +$141M | |
| 2 | +$82M | |
| 3 | +$34.7M | |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$26.6M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$26M |
Top Sellers
| 1 | -$252M | |
| 2 | -$115M | |
| 3 | -$44.4M | |
| 4 |
WANY
Wealthspire Advisors (New York)
New York
|
-$40.2M |
| 5 |
SWA
Serenus Wealth Advisors
Santa Monica,
California
|
-$31.4M |