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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 %
Kayne Anderson Rudnick Investment Management
76
Kayne Anderson Rudnick Investment Management
California
$22.3M 443,379 +43,830 +11%
SI
77
Stonekeep Investments
New Mexico
$21.8M 432,861 -17,572 -4%
TFG
78
Team Financial Group
California
$21.4M 425,315 +1,801 +0.4%
GWANC
79
Guardian Wealth Advisors (North Carolina)
North Carolina
$21.2M 420,506 +2,878 +0.7%
RW
80
Regimen Wealth
Georgia
$21.1M 419,564 +7,215 +2%
FCM
81
Fourpath Capital Management
Oklahoma
$20.7M 411,862 +411,862 New
CCP
82
Cassia Capital Partners
North Carolina
$20.7M 411,482 -11,049 -3%
UIC
83
Uniplan Investment Counsel
Wisconsin
$19.9M 395,966 +47,238 +14%
UPS
84
UHLMANN PRICE SECURITIES
Illinois
$19.6M 389,735 -2,076 -0.5%
AWS
85
Atria Wealth Solutions
New York
$19.1M 380,317 +188,207 +98%
MPW
86
Melone Private Wealth
Michigan
$19.1M 379,612 -58,773 -13%
DC
87
Dorval Corp
Minnesota
$18.8M 373,005 +10,645 +3%
SG
88
Sharper & Granite
California
$18.5M 367,699 +128,099 +53%
JCM
89
Jacobi Capital Management
Pennsylvania
$18.1M 360,103 +2,758 +0.8%
MWM
90
Moulton Wealth Management
Washington
$17.4M 345,079 +56,147 +19%
UAS
91
United Asset Strategies
New York
$17.3M 344,028 -64,856 -16%
CSP
92
Cary Street Partners
Virginia
$17.3M 343,368 +27,577 +9%
FNC
93
First National Corp
Massachusetts
$16.6M 330,401 +22,244 +7%
LW
94
Lauer Wealth
Indiana
$16.4M 326,384 -47,629 -13%
HF
95
HRT Financial
New York
$16.4M 325,123 +320,565 +7,033%
CIA
96
Concurrent Investment Advisors
Florida
$16.3M 324,650 -800 -0.2%
FSA
97
Financial Security Advisor
Virginia
$15.9M 315,960 +22,742 +8%
ACA
98
Aptus Capital Advisors
Alabama
$15.4M 306,611 +2,516 +0.8%
AF
99
Apexium Financial
Texas
$15.1M 300,569 +196,855 +190%
EFH
100
Eaton Financial Holdings
Florida
$14.7M 291,383 +256,198 +728%
2 3
4
5 6