WisdomTree Floating Rate Treasury Fund
USFR
USFR
551 hedge funds and large institutions have $11B invested in WisdomTree Floating Rate Treasury Fund in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 207 increasing their positions, 239 reducing their positions, and 50 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
9% less funds holding in top 10
Funds holding in top 10: 93 → 85 (-8)
13% less repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 239
Holders
551
Holding in Top 10
85
Calls
–
Puts
–
Top Buyers
| 1 | +$186M | |
| 2 | +$62.2M | |
| 3 | +$21M | |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$18M |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$18M |
Top Sellers
| 1 | -$75.2M | |
| 2 | -$65.9M | |
| 3 | -$54.2M | |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$48.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$36.4M |
