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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 %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$71.4M +$7.78M +154,584 +12%
KAS
27
Kestra Advisory Services
Texas
$68.2M +$26M +517,190 +62%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$65.7M +$7.64M +151,866 +13%
Lido Advisors
29
Lido Advisors
California
$65.4M -$10.8M -215,195 -14%
SMCM
30
Sky-Mountain Capital Management
Idaho
$61M +$14.3M +284,067 +31%
MWM
31
Mission Wealth Management
California
$59.4M -$4.87M -96,708 -8%
DC
32
Davenport & Co
Virginia
$58.9M +$2.07M +41,230 +4%
KPWS
33
Kestra Private Wealth Services
Texas
$54.8M +$4.39M +87,329 +9%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$54M +$7.46M +148,219 +16%
LCM
35
Lunt Capital Management
Utah
$52.9M -$9.86M -196,038 -16%
William Blair & Company
36
William Blair & Company
Illinois
$50.8M -$394K -7,838 -0.8%
SFI
37
SPC Financial Inc
Maryland
$48.1M +$9.94M +197,650 +26%
SPIA
38
Steward Partners Investment Advisory
New York
$46.9M +$14M +278,098 +43%
CPA
39
Capital Planning Advisors
California
$46M -$5.46M -108,524 -11%
IA
40
Integrity Alliance
Iowa
$43.6M +$5.79M +115,071 +15%
GIA
41
Gladstone Institutional Advisory
Florida
$43.6M -$5.15M -102,270 -11%
Stifel Financial
42
Stifel Financial
Missouri
$41.9M -$1.1M -21,867 -3%
GVCM
43
Global View Capital Management
Wisconsin
$40.8M -$9.26M -184,122 -19%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$40.3M +$959K +19,049 +2%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$37.7M +$4.05M +80,553 +12%
FHA
46
Flagship Harbor Advisors
Massachusetts
$36.8M +$26.6M +528,855 +261%
WANY
47
Wealthspire Advisors (New York)
New York
$36.1M -$40.2M -799,449 -53%
SFG
48
Stonebridge Financial Group
Pennsylvania
$35.9M +$691K +13,727 +2%
WCP
49
Wealthcare Capital Partners
Pennsylvania
$35.6M -$3.35M -66,548 -9%
SI
50
Stephens Inc
Arkansas
$35.1M -$7.5M -149,146 -18%
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