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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.

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
1
JPMorgan Chase & Co
New York
$1.05B
2
STA
2
Summit Trail Advisors
New York
$1.38B
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$316M
4
ABWM
4
Alpine Bank Wealth Management
Colorado
$54.2M
5
SMCM
5
Sky-Mountain Capital Management
Idaho
$46.7M

Top Sellers

1
HHGA
1
Halbert Hargrove Global Advisors
California
$255K
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$945M
4
KAS
4
Kestra Advisory Services
Texas
$42.2M
5
II
5
Inspire Investing
Idaho
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
551
Huntington National Bank
Ohio
– – – –
CFO
552
CVA Family Office
Colorado
$6.29K 125 – –
NFSG
553
Newbridge Financial Services Group
Florida
$5.99K 119 – –
TPCW
554
TD Private Client Wealth
New York
$3.22K 64 -8 -11%
GEA
555
Glen Eagle Advisors
New Jersey
$2.87K 57 – –
PCA
556
PMV Capital Advisers
Texas
$2.42K 48 +48 New
MAS
557
MPWM Advisory Solutions
Georgia
$2.22K 44 – –
PA
558
Parallel Advisors
California
$2.22K 44 – –
GM
559
GeoWealth Management
Illinois
$2.03K 40 -116,271 -100%
MSG
560
Main Street Group
Virginia
$1.86K 37 – –
MSWA
561
Marshall & Sterling Wealth Advisors
New York
$1.26K 25 – –
RBC
562
Roble Belko & Company
Pennsylvania
$1K 20 – –
RIL
563
Rothschild Investment LLC
Illinois
$705 14 – –
MA
564
MCF Advisors
Kentucky
$554 11 – –
SAS
565
Spurstone Advisory Services
Connecticut
$553 11 +11 New
AG
566
AmeriFlex Group
Nevada
$304 6 – –
CFG
567
Copley Financial Group
California
$201 4 -65 -94%
SWIM
568
Smallwood Wealth Investment Management
New Jersey
$50 1 +1 New
IAA
569
Independent Advisor Alliance
North Carolina
– – -518,068 Closed
II
570
Inspire Investing
Idaho
– – -355,100 Closed
SWM
571
Stapp Wealth Management
Washington
– – -347,373 Closed
Susquehanna International Group
572
Susquehanna International Group
Pennsylvania
– – -127,770 Closed
Goldman Sachs
573
Goldman Sachs
New York
– – -122,476 Closed
ECA
574
Elevation Capital Advisory
Oregon
– – -116,164 Closed
WA
575
Win Advisors
Florida
– – -60,032 Closed
21 22
23
24 25