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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 %
AC
476
Avestar Capital
New York
$250K -$78.6K -1,563 -24%
VAG
477
VisionPoint Advisory Group
Texas
$250K +$7.14K +142 +3%
MMM
478
Mendel Money Management
Illinois
$250K -$1.76K -35 -0.7%
CFG
479
Citizens Financial Group
Rhode Island
$242K +$242K +4,808 New
KFGK
480
Keystone Financial Group (Kentucky)
Kentucky
$240K +$2.57K +51 +1%
BFA
481
Brown Financial Advisory
Alabama
$235K +$235K +4,667 New
WMN
482
Wealth Management Nebraska
Nebraska
$234K – – –
CB
483
Commerce Bank
Missouri
$234K +$234K +4,657 New
RWM
484
Revisor Wealth Management
Ohio
$234K -$2.77K -55 -1%
DWM
485
Diversify Wealth Management
Utah
$232K +$232K +4,608 New
MGIA
486
Moneta Group Investment Advisors
Missouri
$232K +$956 +19 +0.4%
Fifth Third Bancorp
487
Fifth Third Bancorp
Ohio
$228K +$131K +2,603 +135%
LWM
488
Liberty Wealth Management
California
$206K +$206K +4,095 New
TFO
489
Tarbox Family Office
California
$205K +$205K +4,074 New
First Trust Advisors
490
First Trust Advisors
Illinois
$204K +$204K +4,055 New
Nomura Asset Management
491
Nomura Asset Management
Japan
$203K – – –
PP
492
Prudential plc
United Kingdom
$201K – – –
BCM
493
BTC Capital Management
Iowa
$201K +$201K +4,000 New
BTI
494
Blue Trust Inc
Georgia
$191K -$302 -6 -0.2%
JFGIW
495
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$180K – – –
CFFP
496
Center for Financial Planning
Michigan
$164K +$164K +3,266 New
Citigroup
497
Citigroup
New York
$156K -$352 -7 -0.2%
MM
498
Main Management
California
$153K -$15.7K -313 -9%
LWMI
499
Legacy Wealth Management (Idaho)
Idaho
$146K +$704 +14 +0.5%
LIS
500
Legacy Investment Solutions
Idaho
$146K +$146K +2,911 New
18 19
20
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