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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.

New
Increased
Maintained
Reduced
Closed
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
JPMorgan Chase & Co
New York
+$545M
2
STA
Summit Trail Advisors
New York
+$277M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$59.4M
4
UBS Group
UBS Group
Switzerland
+$41.5M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$39.9M

Top Sellers

1
HHGA
Halbert Hargrove Global Advisors
California
-$95.6M
2
IAA
Independent Advisor Alliance
North Carolina
-$26.1M
3
Morgan Stanley
Morgan Stanley
New York
-$23.5M
4
KAS
Kestra Advisory Services
Texas
-$23M
5
II
Inspire Investing
Idaho
-$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAG
476
VisionPoint Advisory Group
Texas
$243K +$3.52K +70 +1%
MWM
477
Maridea Wealth Management
New York
$241K +$241K +4,794 New
KA
478
Kovack Advisors
Florida
$240K +$240K +4,765 New
KFGK
479
Keystone Financial Group (Kentucky)
Kentucky
$237K +$2.47K +49 +1%
RWM
480
Revisor Wealth Management
Ohio
$237K +$237K +4,704 New
CLP
481
Charis Legacy Partners
Texas
$236K -$129K -2,566 -35%
BPC
482
Bearing Point Capital
Minnesota
$236K +$35.6K +707 +18%
WMN
483
Wealth Management Nebraska
Nebraska
$235K -$302 -6 -0.1%
MGIA
484
Moneta Group Investment Advisors
Missouri
$231K +$856 +17 +0.4%
AIA
485
Acute Investment Advisory
Arizona
$230K +$230K +4,569 New
S
486
SignatureFD
Georgia
$229K -$10.4K -206 -4%
WIA
487
World Investment Advisors
California
$216K -$14.8K -294 -6%
ACA
488
Atlas Capital Advisors
Wyoming
$215K +$93K +1,847 +76%
SQA
489
Simon Quick Advisors
New Jersey
$215K -$151K -2,992 -41%
PP
490
Patron Partners
Texas
$214K -$20.1K -400 -9%
VCM
491
Virtue Capital Management
Tennessee
$210K +$210K +4,169 New
KV
492
Kickstand Ventures
New York
$208K -$88.6K -1,760 -30%
JWA
493
JFS Wealth Advisors
Pennsylvania
$206K +$206K +4,087 New
CPL
494
CAP Partners LLC
Tennessee
$205K +$205K +4,068 New
Nomura Asset Management
495
Nomura Asset Management
Japan
$203K +$203K +4,040 New
SAM
496
Sawgrass Asset Management
Florida
$202K +$202K +4,004 New
EW
497
Evoke Wealth
California
$201K +$201K +4,003 New
PP
498
Prudential plc
United Kingdom
$201K +$201K +4,000 New
ATPW
499
Ashton Thomas Private Wealth
Arizona
$201K +$201K +3,993 New
AT
500
Avalon Trust
New Mexico
$196K +$196K +3,900 New
18 19
20
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