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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.

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
1
JPMorgan Chase & Co
New York
$1.05B
2
STA
2
Summit Trail Advisors
New York
$1.38B
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$316M
4
ABWM
4
Alpine Bank Wealth Management
Colorado
$54.2M
5
SMCM
5
Sky-Mountain Capital Management
Idaho
$46.7M

Top Sellers

1
HHGA
1
Halbert Hargrove Global Advisors
California
$255K
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$945M
4
KAS
4
Kestra Advisory Services
Texas
$42.2M
5
II
5
Inspire Investing
Idaho
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
26
Morton Capital Management
California
$69.8M 1,387,489 -114,801 -8%
MWM
27
Mission Wealth Management
California
$64.3M 1,277,010 -89,720 -7%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$63.6M 1,263,956 +393,673 +45%
LCM
29
Lunt Capital Management
Utah
$62.8M 1,247,270 +277,605 +29%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$58.1M 1,154,000 -293,452 -20%
DC
31
Davenport & Co
Virginia
$56.8M 1,129,430 +34,533 +3%
ABWM
32
Alpine Bank Wealth Management
Colorado
$54.2M 1,077,045 +1,077,045 New
AssetMark Inc
33
AssetMark Inc
California
$53.3M 1,059,684 +10,415 +1%
CPA
34
Capital Planning Advisors
California
$51.5M 1,023,598 +88,768 +9%
William Blair & Company
35
William Blair & Company
Illinois
$51.2M 1,016,801 +35,507 +4%
KPWS
36
Kestra Private Wealth Services
Texas
$50.4M 1,001,303 +94,972 +10%
GVCM
37
Global View Capital Management
Wisconsin
$50.1M 994,931 +573,601 +136%
GIA
38
Gladstone Institutional Advisory
Florida
$48.7M 968,494 -17,699 -2%
SMCM
39
Sky-Mountain Capital Management
Idaho
$46.7M 927,178 +927,178 New
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$46.6M 926,061 +730,910 +375%
BlackRock
41
BlackRock
New York
$44.4M 883,000 -213 -0%
Stifel Financial
42
Stifel Financial
Missouri
$43M 854,910 +196,050 +30%
SI
43
Stephens Inc
Arkansas
$42.6M 846,458 -26,400 -3%
KAS
44
Kestra Advisory Services
Texas
$42.2M 839,160 -457,602 -35%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$39.3M 780,738 -37,266 -5%
WCP
46
Wealthcare Capital Partners
Pennsylvania
$39M 775,027 +752 +0.1%
HP
47
Holistic Planning
Texas
$38.7M 768,222 -54,656 -7%
SFI
48
SPC Financial Inc
Maryland
$38.1M 757,862 -166,474 -18%
IA
49
Inspire Advisors
Idaho
$37.8M 751,547 +69,723 +10%
IA
50
Integrity Alliance
Iowa
$37.8M 751,309 +751,309 New
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