USFR icon

WisdomTree Floating Rate Treasury Fund

581 hedge funds and large institutions have $9.38B invested in WisdomTree Floating Rate Treasury Fund in 2025 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 211 increasing their positions, 231 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
90
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
251
Transamerica Financial Advisors
Florida
$2.59M
RCS
252
Retirement Capital Strategies
California
$2.58M
SF
253
Summit Financial
New Jersey
$2.55M
DWM
254
Denver Wealth Management
Colorado
$2.53M
FGA
255
Fortis Group Advisors
New Jersey
$2.52M
PFA
256
Professional Financial Advisors
Nebraska
$2.49M
SWA
257
SFMG Wealth Advisors
Texas
$2.48M
Janney Montgomery Scott
258
Janney Montgomery Scott
Pennsylvania
$2.47M
SFS
259
Sowell Financial Services
Arkansas
$2.46M
OC
260
Optima Capital
Oregon
$2.46M
TNBTD
261
Trustmark National Bank Trust Department
Mississippi
$2.42M
BCI
262
Brinker Capital Investments
Pennsylvania
$2.39M
FTUS
263
Flow Traders U.S.
New York
$2.33M
PFA
264
Portland Financial Advisors
New York
$2.32M
IA
265
IFP Advisors
Florida
$2.3M
GAA
266
Global Assets Advisory
Florida
$2.24M
AWM
267
Avaii Wealth Management
Wisconsin
$2.24M
WG
268
Watchman Group
Texas
$2.2M
Comerica Bank
269
Comerica Bank
Texas
$2.18M
HA
270
Herold Advisors
New York
$2.17M
FWP
271
Forefront Wealth Partners
Texas
$2.16M
WP
272
Westmount Partners
California
$2.12M
CMMS
273
Comprehensive Money Management Services
Florida
$2.1M
GBA
274
Garrison Bradford & Associates
New York
$2.1M
SFC
275
Strategic Financial Concepts
Texas
$1.93M