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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 %
IWM
576
Iams Wealth Management
Nebraska
– -$411K -8,161 Closed
TWA
577
TCI Wealth Advisors
Arizona
– -$380K -7,560 Closed
FTUS
578
Flow Traders U.S.
New York
– -$375K -7,441 Closed
TI
579
TrueMark Investments
Illinois
– -$373K -7,418 Closed
MSR
580
Main Street Research
Connecticut
– -$330K -6,561 Closed
NA
581
Nottingham Advisors
New York
– -$322K -6,398 Closed
FFS
582
Flavin Financial Services
Florida
– -$309K -6,146 Closed
MOS
583
MGO One Seven
Ohio
– -$308K -6,123 Closed
FSA
584
Financial Sense Advisors
California
– -$247K -4,902 Closed
VC
585
Veracity Capital
Georgia
– -$247K -4,899 Closed
Jane Street
586
Jane Street
New York
– -$246K -4,896 Closed
KA
587
Kovack Advisors
Florida
– -$240K -4,765 Closed
BPC
588
Bearing Point Capital
Minnesota
– -$236K -4,684 Closed
AIA
589
Acute Investment Advisory
Arizona
– -$230K -4,569 Closed
SQA
590
Simon Quick Advisors
New Jersey
– -$215K -4,266 Closed
PP
591
Patron Partners
Texas
– -$214K -4,260 Closed
VCM
592
Virtue Capital Management
Tennessee
– -$210K -4,169 Closed
JWA
593
JFS Wealth Advisors
Pennsylvania
– -$206K -4,087 Closed
CPL
594
CAP Partners LLC
Tennessee
– -$205K -4,068 Closed
SAM
595
Sawgrass Asset Management
Florida
– -$202K -4,004 Closed
EW
596
Evoke Wealth
California
– -$201K -4,003 Closed
ATPW
597
Ashton Thomas Private Wealth
Arizona
– -$201K -3,993 Closed
AT
598
Avalon Trust
New Mexico
– -$196K -3,900 Closed
CPA
599
Cardiff Park Advisors
California
– -$196K -3,888 Closed
CB
600
Community Bank
New York
– -$191K -3,795 Closed
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