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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 %
OPWM
426
Oregon Pacific Wealth Management
Oregon
$416K -$46.6K -925 -10%
IWM
427
Iams Wealth Management
Nebraska
$411K +$74.3K +1,477 +22%
HCA
428
Heck Capital Advisors
Wisconsin
$400K – – –
HI
429
Harbour Investments
Wisconsin
$398K -$713K -14,168 -64%
FSA
430
Financial Services Advisory
Maryland
$397K – – –
SCA
431
Snowden Capital Advisors
New York
$388K -$205K -4,067 -35%
FFA
432
Florida Financial Advisors
Florida
$387K +$387K +7,692 New
DWT
433
Dorsey & Whitney Trust
South Dakota
$385K – – –
TWA
434
TCI Wealth Advisors
Arizona
$380K +$380K +7,560 New
SPC
435
Sigma Planning Corp
Michigan
$377K -$5.18K -103 -1%
FTUS
436
Flow Traders U.S.
New York
$375K -$356K -7,072 -49%
TI
437
TrueMark Investments
Illinois
$373K -$764K -15,179 -67%
MMA
438
Miracle Mile Advisors
California
$372K -$1.03M -20,381 -73%
MG
439
Mather Group
Illinois
$371K – – –
PCS
440
Private Client Services
Kentucky
$370K +$66.2K +1,316 +22%
MAG
441
MRA Advisory Group
New Jersey
$369K +$164K +3,251 +80%
AIC
442
Archer Investment Corporation
Indiana
$365K +$150K +2,985 +70%
PFS
443
Prospera Financial Services
Texas
$364K -$5.08K -101 -1%
US Bancorp
444
US Bancorp
Minnesota
$360K +$157K +3,112 +77%
CRC
445
Curi RMB Capital
Illinois
$359K -$155K -3,087 -30%
MSR
446
Main Street Research
Connecticut
$330K +$330K +6,561 New
AC
447
Avestar Capital
New York
$329K -$13.1K -260 -4%
NA
448
Nottingham Advisors
New York
$322K -$97K -1,928 -23%
IWA
449
Icon Wealth Advisors
Texas
$315K +$315K +6,250 New
ZI
450
ZEGA Investments
Florida
$310K +$54.9K +1,090 +21%
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