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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 %
PCM
351
Prelude Capital Management
New York
$906K – – –
JIP
352
Jaffetilchin Investment Partners
Florida
$894K -$15.7K -312 -2%
EPAM
353
Euro Pacific Asset Management
Puerto Rico
$892K +$544K +10,809 +157%
FDW
354
Fourth Dimension Wealth
Ohio
$885K +$885K +17,580 New
SWA
355
Stratos Wealth Advisors
Ohio
$871K -$1.28M -25,381 -59%
CA
356
CGN Advisors
Kansas
$858K -$18.3K -363 -2%
LSIA
357
LaSalle St. Investment Advisors
Illinois
$844K +$304K +6,045 +56%
FA
358
Flagstar Advisors
New York
$827K +$31K +615 +4%
BFG
359
Berger Financial Group
Minnesota
$799K -$258K -5,127 -24%
RFP
360
Root Financial Partners
California
$794K -$80.8K -1,606 -9%
GA
361
GFS Advisors
Texas
$789K – – –
DFA
362
DHJJ Financial Advisors
Illinois
$786K +$141K +2,797 +22%
SWM
363
Segment Wealth Management
Texas
$780K -$1.51K -30 -0.2%
CAL
364
Capital Advisors Ltd
Ohio
$741K -$21.8K -433 -3%
1CP
365
17 Capital Partners
Arizona
$741K +$127K +2,527 +21%
AWM
366
Avior Wealth Management
Nebraska
$736K -$88.4K -1,757 -11%
T
367
Transce3nd
Texas
$733K -$148K -2,942 -17%
RSWA
368
Robinson Smith Wealth Advisors
Maine
$725K -$70.1K -1,392 -9%
FFA
369
Farther Finance Advisors
California
$721K +$340K +6,750 +89%
GSC
370
G&S Capital
Colorado
$709K -$2.37M -47,074 -77%
DWM
371
Denver Wealth Management
Colorado
$696K +$155K +3,082 +29%
LA
372
Latitude Advisors
Florida
$686K -$79.9K -1,588 -10%
CIA
373
Cascade Investment Advisors
Oregon
$678K +$114K +2,264 +20%
AA
374
Alesco Advisors
New York
$672K +$2.01K +40 +0.3%
NC
375
NewSquare Capital
Pennsylvania
$666K -$1.26K -25 -0.2%
13 14
15
16 17