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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 %
VWA
401
VSM Wealth Advisory
Maryland
$596K +$596K +11,852 New
PCS
402
Private Client Services
Kentucky
$590K +$220K +4,376 +59%
AFG
403
Atomi Financial Group
New York
$585K +$118K +2,339 +25%
WCG
404
Weaver Consulting Group
California
$571K +$906 +18 +0.2%
MFIM
405
Mesirow Financial Investment Management
Illinois
$570K -$11.8K -235 -2%
ZI
406
ZEGA Investments
Florida
$556K +$246K +4,891 +79%
BFIC
407
Bedell Frazier Investment Counselling
California
$532K +$48K +954 +10%
TFM
408
Trademark Financial Management
Minnesota
$530K -$125K -2,493 -19%
DCA
409
DSG Capital Advisors
Minnesota
$513K -$145K -2,892 -22%
SFC
410
Strategic Financial Concepts
Texas
$511K -$2.35M -46,669 -82%
CAMG
411
CWA Asset Management Group
Florida
$510K +$510K +10,129 New
IWN
412
Independent Wealth Network
Iowa
$508K -$1.36K -27 -0.3%
ACM
413
ADAR1 Capital Management
Texas
$503K – – –
MIM
414
MTM Investment Management
South Carolina
$500K -$35.6K -707 -7%
RC
415
Roundview Capital
New Jersey
$498K – – –
SW
416
Simplicity Wealth
New Jersey
$498K +$53.4K +1,061 +12%
SFA
417
Sequoia Financial Advisors
Ohio
$496K -$31.8K -632 -6%
SB
418
Strategic Blueprint
Georgia
$468K +$37.9K +753 +9%
WMA
419
Wealth Management Associates
New Jersey
$466K +$1.36K +27 +0.3%
FCP
420
Fidelis Capital Partners
Florida
$456K – – –
BWMG
421
Barnes Wealth Management Group
California
$450K +$22.2K +442 +5%
HCA
422
Harbour Capital Advisors
Virginia
$448K – – –
TI
423
Tidal Investments
Wisconsin
$447K +$447K +8,890 New
WCFA
424
Walkner Condon Financial Advisors
Wisconsin
$444K -$129K -2,556 -22%
DWM
425
Defined Wealth Management
Oregon
$442K +$15.5K +308 +4%
15 16
17
18 19