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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

553 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 55 funds opening new positions, 223 increasing their positions, 226 reducing their positions, and 59 closing their positions.

Holders
553
Holders Change
-14
Holders Change %
-2.47%
% of All Funds
7.43%
Holding in Top 10
92
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.08%
% of All Funds
1.24%
New
55
Increased
223
Reduced
226
Closed
59
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$149M
2
LPL Financial
2
LPL Financial
California
$784M
3
UBS Group
3
UBS Group
Switzerland
$415M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$350M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$36.8M

Top Sellers

1
STA
1
Summit Trail Advisors
New York
$1.12B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
BlackRock
3
BlackRock
New York
$59K
4
WANY
4
Wealthspire Advisors (New York)
New York
$36.1M
5
SWA
5
Serenus Wealth Advisors
California
$250M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$71.4M 1,418,540 +154,584 +12%
KAS
27
Kestra Advisory Services
Texas
$68.2M 1,356,350 +517,190 +62%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$65.7M 1,305,866 +151,866 +13%
Lido Advisors
29
Lido Advisors
California
$65.4M 1,300,097 -215,195 -14%
SMCM
30
Sky-Mountain Capital Management
Idaho
$61M 1,211,245 +284,067 +31%
MWM
31
Mission Wealth Management
California
$59.4M 1,180,302 -96,708 -8%
DC
32
Davenport & Co
Virginia
$58.9M 1,170,660 +41,230 +4%
KPWS
33
Kestra Private Wealth Services
Texas
$54.8M 1,088,632 +87,329 +9%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$54M 1,074,280 +148,219 +16%
LCM
35
Lunt Capital Management
Utah
$52.9M 1,051,232 -196,038 -16%
William Blair & Company
36
William Blair & Company
Illinois
$50.8M 1,008,963 -7,838 -0.8%
SFI
37
SPC Financial Inc
Maryland
$48.1M 955,512 +197,650 +26%
SPIA
38
Steward Partners Investment Advisory
New York
$46.9M 931,709 +278,098 +43%
CPA
39
Capital Planning Advisors
California
$46M 915,074 -108,524 -11%
IA
40
Integrity Alliance
Iowa
$43.6M 866,380 +115,071 +15%
GIA
41
Gladstone Institutional Advisory
Florida
$43.6M 866,224 -102,270 -11%
Stifel Financial
42
Stifel Financial
Missouri
$41.9M 833,043 -21,867 -3%
GVCM
43
Global View Capital Management
Wisconsin
$40.8M 810,809 -184,122 -19%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$40.3M 799,787 +19,049 +2%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$37.7M 749,385 +80,553 +12%
FHA
46
Flagship Harbor Advisors
Massachusetts
$36.8M 731,499 +528,855 +261%
WANY
47
Wealthspire Advisors (New York)
New York
$36.1M 717,475 -799,449 -53%
SFG
48
Stonebridge Financial Group
Pennsylvania
$35.9M 714,063 +13,727 +2%
WCP
49
Wealthcare Capital Partners
Pennsylvania
$35.6M 708,479 -66,548 -9%
SI
50
Stephens Inc
Arkansas
$35.1M 697,312 -149,146 -18%
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