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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 %
SFS
576
Security Financial Services
Indiana
– – -47,136 Closed
TWP
577
Triad Wealth Partners
Kansas
– – -33,965 Closed
WAM
578
WealthTrust Asset Management
Florida
– – -20,040 Closed
EIA
579
Eldridge Investment Advisors
New Hampshire
– – -19,304 Closed
LC
580
Lindbrook Capital
California
– – -15,500 Closed
SAM
581
Synergy Asset Management
Washington
– – -15,235 Closed
EP
582
Essential Planning
New Hampshire
– – -14,755 Closed
BOSSRA
583
B.O.S.S. Retirement Advisors
Utah
– – -14,555 Closed
EFG
584
Ehrlich Financial Group
California
– – -13,738 Closed
EL
585
Essex LLC
Illinois
– – -13,575 Closed
BOM
586
Bank of Marin
California
– – -12,694 Closed
PAG
587
Private Advisory Group
Washington
– – -12,553 Closed
VWM
588
Venturi Wealth Management
Texas
– – -9,927 Closed
C
589
Certuity
Florida
– – -9,032 Closed
CPRC
590
Consolidated Portfolio Review Corp
New York
– – -8,131 Closed
Focus Partners Wealth
591
Focus Partners Wealth
Massachusetts
– – -5,505 Closed
AMM
592
American Money Management
California
– – -4,616 Closed
HWA
593
HCR Wealth Advisors
California
– – -4,309 Closed
TWM
594
Trinity Wealth Management
Pennsylvania
– – -4,209 Closed
MWM
595
Melfa Wealth Management
Massachusetts
– – -4,145 Closed
TI
596
Tidal Investments
Wisconsin
– – -4,040 Closed
VCM
597
Versant Capital Management
Arizona
– – -3,800 Closed
SMAM
598
Sugar Maple Asset Management
Wisconsin
– – -2,060 Closed
KIM
599
Kestra Investment Management
Texas
– – -1,532 Closed
CP
600
Castleview Partners
Texas
– – -1,329 Closed
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