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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 %
RBC
551
Roble Belko & Company
Pennsylvania
$1K – – –
RIL
552
Rothschild Investment LLC
Illinois
$704 – – –
MA
553
MCF Advisors
Kentucky
$554 – – –
SAS
554
Spurstone Advisory Services
Connecticut
$553 – – –
GM
555
GeoWealth Management
Illinois
$417 -$1.67K -32 -80%
Renaissance Technologies
556
Renaissance Technologies
New York
– -$115M -2,275,700 Closed
JCM
557
Jacobi Capital Management
Pennsylvania
– -$18.1M -360,103 Closed
TC
558
TownSquare Capital
Utah
– -$5.76M -114,449 Closed
NL
559
NWAM LLC
Washington
– -$5.12M -101,703 Closed
PGFC
560
Peapack-Gladstone Financial Corp
New Jersey
– -$2.81M -55,762 Closed
LHC
561
Little House Capital
Massachusetts
– -$1.49M -29,608 Closed
DFP
562
Defined Financial Planning
California
– -$1.34M -26,586 Closed
CCFM
563
Clear Creek Financial Management
Washington
– -$1.33M -26,458 Closed
PCA
564
Prosperity Capital Advisors
Ohio
– -$1.17M -23,191 Closed
BIP
565
Blueprint Investment Partners
North Carolina
– -$1.13M -22,551 Closed
SAF
566
Smith Anglin Financial
Texas
– -$998K -19,822 Closed
1CP
567
17 Capital Partners
Arizona
– -$741K -14,716 Closed
SIM
568
Synergy Investment Management
Florida
– -$620K -12,313 Closed
AQR Capital Management
569
AQR Capital Management
Connecticut
– -$603K -11,987 Closed
GS
570
GWN Securities
Florida
– -$594K -11,807 Closed
CF
571
Claris Financial
Virginia
– -$581K -11,538 Closed
FWP
572
Forefront Wealth Partners
Texas
– -$528K -10,496 Closed
SIM
573
Stratos Investment Management
Ohio
– -$515K -10,237 Closed
IIA
574
IPG Investment Advisors
California
– -$501K -9,950 Closed
PA
575
PSI Advisors
Florida
– -$432K -8,579 Closed
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