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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

555 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, 224 increasing their positions, 226 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
555
Holders Change
-12
Holders Change %
-2.12%
% of All Funds
7.44%
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
224
Reduced
226
Closed
60
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$146M
2
LPL Financial
LPL Financial
California
+$141M
3
UBS Group
UBS Group
Switzerland
+$82M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$34.7M
5
FHA
Flagship Harbor Advisors
Massachusetts
+$26.6M

Top Sellers

1
STA
Summit Trail Advisors
New York
-$252M
2
Renaissance Technologies
Renaissance Technologies
New York
-$115M
3
BlackRock
BlackRock
New York
-$44.4M
4
WANY
Wealthspire Advisors (New York)
New York
-$40.2M
5
SWA
Serenus Wealth Advisors
California
-$31.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFS
351
OneAscent Financial Services
Alabama
$969K +$969K +19,267 New
LSIA
352
LaSalle St. Investment Advisors
Illinois
$964K +$120K +2,392 +14%
CF
353
Centaurus Financial
California
$962K -$1.62M -32,205 -63%
CFCI
354
Comprehensive Financial Consultants Institutional
Indiana
$958K +$2.87K +57 +0.3%
EFS
355
Essex Financial Services
Connecticut
$948K +$328K +6,529 +53%
Fiera Capital (Canada)
356
Fiera Capital (Canada)
Quebec, Canada
$947K +$947K +18,829 New
OC
357
Oppenheimer & Co
New York
$931K -$530K -10,533 -36%
MC
358
Moors & Cabot
Massachusetts
$920K -$13.4K -267 -1%
OIA
359
OneDigital Investment Advisors
Kansas
$917K +$439K +8,726 +92%
PCM
360
Prelude Capital Management
New York
$906K – – –
PTC
361
Private Trust Company
Ohio
$905K -$937K -18,625 -51%
SCM
362
Sollinda Capital Management
Florida
$902K +$902K +17,919 New
JIP
363
Jaffetilchin Investment Partners
Florida
$898K +$4.28K +85 +0.5%
BFG
364
Berger Financial Group
Minnesota
$890K +$91.5K +1,819 +11%
CHJWM
365
Carlton Hofferkamp & Jenks Wealth Management
Texas
$889K -$54.3K -1,079 -6%
VC
366
Vicus Capital
Pennsylvania
$888K +$261K +5,186 +42%
TSS
367
Two Sigma Securities
New York
$865K -$77.7K -1,545 -8%
FA
368
Flagstar Advisors
New York
$861K +$34.1K +678 +4%
FYW
369
Future You Wealth
New York
$821K +$821K +16,327 New
WWM
370
Whalen Wealth Management
Nevada
$813K -$828K -16,460 -50%
SSWM
371
Sheets Smith Wealth Management
North Carolina
$812K +$274K +5,440 +51%
CPRC
372
Consolidated Portfolio Review Corp
New York
$787K +$787K +15,651 New
SWM
373
Segment Wealth Management
Texas
$780K – – –
CSC
374
Caldwell Sutter Capital
California
$777K +$142K +2,832 +22%
GA
375
GFS Advisors
Texas
$767K -$22K -437 -3%
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