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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 %
Bank of Montreal
526
Bank of Montreal
Ontario, Canada
$16.2K +$16.2K +322 New
GIA
527
GHP Investment Advisors
Colorado
$16K – – –
GCM
528
Gables Capital Management
Florida
$15.1K – – –
1IA
529
1620 Investment Advisors
Massachusetts
$14.2K – – –
AAP
530
Arax Advisory Partners
Colorado
$12.9K +$12.9K +256 New
T
531
Tidemark
California
$12.4K -$10.1K -200 -45%
TPCW
532
TD Private Client Wealth
New York
$11.5K +$8.3K +165 +258%
RI
533
Ridgewood Investments
New Jersey
$11.1K – – –
C
534
Covestor
United Kingdom
$11K +$1.18K +23 +12%
PGAM
535
Princeton Global Asset Management
New Jersey
$10.1K – – –
Franklin Resources
536
Franklin Resources
California
$10.1K +$10.1K +200 New
AF
537
Advisornet Financial
Minnesota
$7.7K – – –
TFGT
538
TS Financial Group (TSFG)
Illinois
$7K +$53 +1 +0.8%
BWM
539
Bernard Wealth Management
Michigan
$6.74K -$604 -12 -8%
TCOT
540
Trust Company of Toledo
Ohio
$6.69K +$6.69K +133 New
CFO
541
CVA Family Office
Colorado
$6.29K – – –
NFSG
542
Newbridge Financial Services Group
Florida
$5.99K – – –
CTWM
543
Cherry Tree Wealth Management
Minnesota
$4.98K +$4.98K +99 New
CFD
544
Creative Financial Designs
Indiana
$4.78K -$7.6K -151 -61%
LFA
545
Legend Financial Advisors
Pennsylvania
$2.97K +$2.97K +59 New
GEA
546
Glen Eagle Advisors
New Jersey
$2.87K – – –
PA
547
Parallel Advisors
California
$2.21K – – –
MSG
548
Main Street Group
Virginia
$1.86K – – –
KG
549
Kilter Group
New York
$1.46K +$1.46K +29 New
MAS
550
MPWM Advisory Solutions
Georgia
$1.41K -$805 -16 -36%
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