USFR icon

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 %
CJL
601
Cyrus J. Lawrence
New York
– – -837 Closed
CBT
602
CoreFirst Bank & Trust
Kansas
– – -778 Closed
DF
603
Dunhill Financial
United Kingdom
– – -488 Closed
MPWT
604
MassMutual Private Wealth & Trust
Connecticut
– – -200 Closed
OC
605
Oarsman Capital
Wisconsin
– – -135 Closed
FWM
606
FLP Wealth Management
Arkansas
– – -70 Closed
CAS
607
Coppell Advisory Solutions
Texas
– – -69 Closed
PMFA
608
Plante Moran Financial Advisors
Michigan
– – -68 Closed
LFA
609
Legend Financial Advisors
Pennsylvania
– – -59 Closed
CA
610
Centerpoint Advisors
Massachusetts
– – -49 Closed
RBA
611
Richard Bernstein Advisors
New York
– – -12 Closed
CFGS
612
Concourse Financial Group Securities
Alabama
– – – –
21 22 23 24
25