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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 %
DCM
51
Disciplina Capital Management
Tennessee
$36.5M 724,448 +194,087 +37%
SFG
52
Stonebridge Financial Group
Pennsylvania
$35.2M 700,336 -160,422 -19%
CCP
53
Carmel Capital Partners
California
$35M 694,600 +77,286 +13%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$34.5M 684,534 +25,558 +4%
AFP
55
Ausdal Financial Partners
Iowa
$34.1M 676,654 +259,226 +62%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$33.7M 668,832 +142,716 +27%
CAL
57
Capital Analysts LLC
Pennsylvania
$33.3M 660,942 -107,777 -14%
SPIA
58
Steward Partners Investment Advisory
New York
$32.9M 653,611 +46,003 +8%
MIG
59
McGuire Investment Group
Rhode Island
$32M 634,813 +108,187 +21%
LFAS
60
Level Four Advisory Services
Texas
$31.9M 633,885 +3,029 +0.5%
VPP
61
Vertex Planning Partners
Illinois
$31.8M 632,240 +41,720 +7%
MTC
62
Matrix Trust Company
Colorado
$30.8M 611,316 -94,846 -13%
SC
63
Sykon Capital
New York
$29.3M 581,982 -37,736 -6%
CC
64
Cypress Capital
Tennessee
$28.4M 564,491 -6,487 -1%
RFA
65
Reyes Financial Architecture
California
$26.5M 525,755 -61,444 -10%
WB
66
Webster Bank
Connecticut
$26M 515,834 -103,263 -17%
MWM
67
Modern Wealth Management
Kansas
$25.8M 512,187 -24,297 -5%
Mariner
68
Mariner
Kansas
$25.6M 509,286 +214,381 +73%
BA
69
Bristlecone Advisors
Washington
$25.6M 508,609 +16,886 +3%
TFA
70
Tobias Financial Advisors
Florida
$25.4M 504,729 +11,610 +2%
WAP
71
Wealthcare Advisory Partners
Pennsylvania
$25.1M 499,144 +32,854 +7%
PCM
72
Permanent Capital Management
Illinois
$24.9M 494,472 +19,668 +4%
NPI
73
New Perspectives Inc
Mississippi
$23.8M 473,507 +210,657 +80%
FFO
74
Fortitude Family Office
Arizona
$23.6M 469,768 +402,759 +601%
GWM
75
Geneos Wealth Management
Colorado
$22.4M 444,436 +258,609 +139%
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