USFR icon

WisdomTree Floating Rate Treasury Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
276
Cahill Financial Advisors
Minnesota
$1.94M -$101K -2,004 -5%
AWA
277
Arkadios Wealth Advisors
Georgia
$1.93M +$349K +6,938 +22%
SC
278
Savant Capital
Illinois
$1.91M -$7.85K -156 -0.4%
GSEP
279
Golden State Equity Partners
California
$1.82M -$1.36M -27,120 -43%
FFA
280
Farther Finance Advisors
California
$1.82M +$1.09M +21,760 +152%
GS
281
GTS Securities
New York
$1.77M -$2.66M -52,921 -60%
SAM
282
Smartleaf Asset Management
Massachusetts
$1.76M +$15.9K +316 +0.9%
WCM
283
Winebrenner Capital Management
Kentucky
$1.75M -$455K -9,041 -21%
IWA
284
Integrity Wealth Advisors
California
$1.75M -$168K -3,349 -9%
IC
285
IEQ Capital
California
$1.73M +$1.73M +34,390 New
PI
286
PFG Investments
New York
$1.7M +$575K +11,428 +51%
ICP
287
Impact Capital Partners
Colorado
$1.7M +$125K +2,493 +8%
WMG
288
WESCAP Management Group
California
$1.69M -$260K -5,164 -13%
LWAM
289
Legacy Wealth Asset Management
Minnesota
$1.66M +$17.8K +353 +1%
DWM
290
Denver Wealth Management
Colorado
$1.65M +$955K +18,992 +137%
FFA
291
Founders Financial Alliance
North Carolina
$1.62M +$47.8K +951 +3%
AIM
292
Advyzon Investment Management
Illinois
$1.61M -$133K -2,641 -8%
AWM
293
AE Wealth Management
Kansas
$1.61M -$5.53M -109,872 -77%
Envestnet Portfolio Solutions
294
Envestnet Portfolio Solutions
Illinois
$1.6M +$189K +3,763 +13%
CA
295
CGN Advisors
Kansas
$1.59M +$734K +14,599 +86%
SFM
296
Signet Financial Management
New Jersey
$1.59M -$6.53M -129,843 -80%
SEIA
297
Signature Estate & Investment Advisors
California
$1.54M -$43.5K -865 -3%
IAN
298
Integrated Advisors Network
Texas
$1.53M -$494K -9,821 -24%
EWA
299
EP Wealth Advisors
California
$1.52M +$148K +2,938 +11%
FZCM
300
Flynn Zito Capital Management
New York
$1.5M +$159K +3,151 +12%