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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 %
VWM
276
Vigilare Wealth Management
Arizona
$2.01M +$2.01M +39,850 New
BCG
277
Bravias Capital Group
New Jersey
$2M +$130K +2,586 +7%
WMG
278
WESCAP Management Group
California
$1.95M +$204K +4,062 +12%
EP
279
Edgestream Partners
New Jersey
$1.93M – – –
SC
280
Savant Capital
Illinois
$1.92M +$214K +4,253 +13%
IWA
281
Integrity Wealth Advisors
California
$1.92M +$1.01M +20,061 +111%
FA
282
Fermata Advisors
California
$1.91M +$32.1K +638 +2%
PTC
283
Private Trust Company
Ohio
$1.84M +$243K +4,819 +15%
PFA
284
Professional Financial Advisors
Nebraska
$1.84M -$651K -12,938 -26%
SAM
285
Smartleaf Asset Management
Massachusetts
$1.75M -$579K -11,516 -25%
AIM
286
Advyzon Investment Management
Illinois
$1.75M -$171K -3,391 -9%
WWM
287
Whalen Wealth Management
Nevada
$1.64M +$248K +4,935 +18%
LWAM
288
Legacy Wealth Asset Management
Minnesota
$1.64M +$16.8K +334 +1%
SEIA
289
Signature Estate & Investment Advisors
California
$1.58M -$56.7K -1,126 -3%
AWA
290
Arkadios Wealth Advisors
Georgia
$1.58M +$1.17M +23,221 +281%
FFA
291
Founders Financial Alliance
North Carolina
$1.57M +$273K +5,426 +21%
ICP
292
Impact Capital Partners
Colorado
$1.57M -$111K -2,208 -7%
Corient Private Wealth
293
Corient Private Wealth
Florida
$1.55M +$1.55M +30,736 New
NWM
294
Napa Wealth Management
California
$1.54M -$158K -3,130 -9%
GC
295
Guidance Capital
Kentucky
$1.5M -$103K -2,046 -6%
LHC
296
Little House Capital
Massachusetts
$1.49M +$1.49M +29,608 New
PWMAG
297
Pinnacle Wealth Management Advisory Group
New Jersey
$1.48M -$161K -3,200 -10%
PIWA
298
Prevail Innovative Wealth Advisors
Kansas
$1.47M -$366K -7,267 -20%
OC
299
Oppenheimer & Co
New York
$1.46M +$693K +13,765 +90%
CWA
300
Continuum Wealth Advisors
New York
$1.45M -$3.12K -62 -0.2%
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