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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

553 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 55 funds opening new positions, 223 increasing their positions, 226 reducing their positions, and 59 closing their positions.

Holders
553
Holders Change
-14
Holders Change %
-2.47%
% of All Funds
7.43%
Holding in Top 10
92
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.08%
% of All Funds
1.24%
New
55
Increased
223
Reduced
226
Closed
59
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$149M
2
LPL Financial
2
LPL Financial
California
$784M
3
UBS Group
3
UBS Group
Switzerland
$415M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$350M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$36.8M

Top Sellers

1
STA
1
Summit Trail Advisors
New York
$1.12B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
BlackRock
3
BlackRock
New York
$59K
4
WANY
4
Wealthspire Advisors (New York)
New York
$36.1M
5
SWA
5
Serenus Wealth Advisors
California
$250M
Name Market Value Shares Shares
Change 		Shares
Change %
CAL
51
Capital Analysts LLC
Pennsylvania
$34.4M 684,648 +23,706 +4%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$33.9M 673,231 -11,303 -2%
HP
53
Holistic Planning
Texas
$33.8M 672,397 -95,825 -12%
IA
54
Inspire Advisors
Idaho
$33.7M 670,826 -80,721 -11%
RFA
55
Reyes Financial Architecture
California
$33.1M 658,721 +132,966 +25%
FCM
56
Fourpath Capital Management
Oklahoma
$32.8M 651,001 +239,139 +58%
LFAS
57
Level Four Advisory Services
Texas
$31.2M 620,611 -13,274 -2%
DCM
58
Disciplina Capital Management
Tennessee
$31.1M 618,653 -105,795 -15%
AssetMark Inc
59
AssetMark Inc
California
$31M 616,360 -443,324 -42%
UIC
60
Uniplan Investment Counsel
Wisconsin
$31M 616,069 +220,103 +56%
MIG
61
McGuire Investment Group
Rhode Island
$31M 615,691 -19,122 -3%
VPP
62
Vertex Planning Partners
Illinois
$30.5M 605,651 -26,589 -4%
CC
63
Cypress Capital
Tennessee
$30.2M 600,907 +36,416 +6%
CCP
64
Carmel Capital Partners
California
$30M 596,792 -97,808 -14%
TFA
65
Tobias Financial Advisors
Florida
$28.7M 570,886 +66,157 +13%
LWL
66
Leo Wealth LLC
Texas
$26.8M 533,436 +307,600 +136%
Kayne Anderson Rudnick Investment Management
67
Kayne Anderson Rudnick Investment Management
California
$25.6M 508,939 +65,560 +15%
NPI
68
New Perspectives Inc
Mississippi
$25.4M 505,756 +32,249 +7%
FNC
69
First National Corp
Massachusetts
$25.1M 499,748 +169,347 +51%
TFG
70
Team Financial Group
California
$24.6M 488,819 +63,504 +15%
AFP
71
Ausdal Financial Partners
Iowa
$24.3M 483,270 -193,384 -29%
MWM
72
Modern Wealth Management
Kansas
$24.1M 478,865 -33,322 -7%
EMAM
73
Encompass More Asset Management
California
$23.3M 463,131 +178,965 +63%
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$22.4M 444,514 -54,630 -11%
WB
75
Webster Bank
Connecticut
$21.5M 426,950 -88,884 -17%
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