WisdomTree Floating Rate Treasury Fund

USFR

Market cap $16.6B

563 hedge funds and large institutions have $11.6B invested in WisdomTree Floating Rate Treasury Fund in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 228 increasing their positions, 227 reducing their positions, and 60 closing their positions.

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New

Increased

Maintained

Reduced

Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding in top 10

Funds holding in top 10: →

1.15% less ownership

Funds ownership: 64.28% → 63.13% (-1.2%)

1% less funds holding

Funds holding: 570 → 563 (-7)

Holders

563

Holders Change

Holders Change %

% of All Funds

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

% of All Funds

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

Net Calls Change

Top Buyers

1		+$141M
2		+$82M
3		+$34.7M
4	FHA Flagship Harbor Advisors Boston, Massachusetts	+$26.6M
5	KAS Kestra Advisory Services Austin, Texas	+$26M

Top Sellers

1		-$252M
2		-$115M
3		-$44.4M
4	WANY Wealthspire Advisors (New York) New York	-$40.2M
5	SWA Serenus Wealth Advisors Santa Monica, California	-$31.4M

#	Name	Holding
26	KAS 26 Kestra Advisory Services Austin, Texas	$68.2M
27	27 Cambridge Investment Research Advisors Fairfield, Iowa	$65.7M
28	28 Lido Advisors Los Angeles, California	$65.4M
29	SMCM 29 Sky-Mountain Capital Management Ketchum, Idaho	$61M
30	MWM 30 Mission Wealth Management Santa Barbara, California	$59.4M
31	DC 31 Davenport & Co Richmond, Virginia	$58.9M
32	KPWS 32 Kestra Private Wealth Services Austin, Texas	$54.8M
33	33 Rockefeller Capital Management New York	$54M
34	LCM 34 Lunt Capital Management Holladay, Utah	$52.9M
35	35 William Blair & Company Chicago, Illinois	$50.8M
36	SFI 36 SPC Financial Inc Rockville, Maryland	$48.1M
37	SPIA 37 Steward Partners Investment Advisory New York	$46.9M
38	CPA 38 Capital Planning Advisors Roseville, California	$46M
39	IA 39 Integrity Alliance Urbandale, Iowa	$43.6M
40	GIA 40 Gladstone Institutional Advisory Palm Beach Gardens, Florida	$43.6M
41	41 Stifel Financial St. Louis, Missouri	$41.9M
42	GVCM 42 Global View Capital Management Waukesha, Wisconsin	$40.8M
43	43 Wealth Enhancement Advisory Services Plymouth, Minnesota	$40.3M
44	44 Carson Wealth (CWM LLC) Omaha, Nebraska	$37.7M
45	FHA 45 Flagship Harbor Advisors Boston, Massachusetts	$36.8M
46	WANY 46 Wealthspire Advisors (New York) New York	$36.1M
47	SFG 47 Stonebridge Financial Group Wormleysburg, Pennsylvania	$35.9M
48	WCP 48 Wealthcare Capital Partners West Chester, Pennsylvania	$35.6M
49	SI 49 Stephens Inc Little Rock, Arkansas	$35.1M
50	CAL 50 Capital Analysts LLC Fort Washington, Pennsylvania	$34.4M