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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 %
Mariner
101
Mariner
Kansas
$14.5M 288,183 -221,103 -43%
ACA
102
Aptus Capital Advisors
Alabama
$14.5M 287,828 -18,783 -6%
HCM
103
Howard Capital Management
Georgia
$14.4M 2,036,000 +95,172 +5%
SWMG
104
Sanchez Wealth Management Group
Florida
$14.4M 286,331 +89,249 +45%
TA
105
Tectonic Advisors
Texas
$14.2M 282,984 +35,142 +14%
CIA
106
Christian Investment Advisors
Texas
$13.9M 275,437 +129,169 +88%
BF
107
Bonfire Financial
Colorado
$13.8M 274,798 +12,841 +5%
CA
108
Calton & Associates
Florida
$13.7M 271,377 -1,863 -0.7%
ES
109
Eagle Strategies
New York
$13.5M 267,364 +5,644 +2%
LI
110
LifeWealth Investments
Florida
$13.3M 265,204 +47,851 +22%
CCG
111
Catalina Capital Group
California
$13.3M 263,929 +1,147 +0.4%
HC
112
Headland Capital
South Carolina
$13.3M 263,542 +7,901 +3%
ACC
113
Acorn Creek Capital
Colorado
$13.3M 263,419 +43,620 +20%
HP
114
Haven Private
Florida
$13.2M 261,883 +182,158 +228%
SF
115
Summit Financial
New Jersey
$13.1M 260,520 -17,243 -6%
AHC
116
Anderson Hoagland & Co
Missouri
$13M 257,570 -13,079 -5%
MCM
117
MAI Capital Management
Ohio
$12.9M 257,177 +5,490 +2%
EWA
118
Etesian Wealth Advisors
Oregon
$12.8M 253,909 +143,628 +130%
AWM
119
Axxcess Wealth Management
California
$12.7M 252,879 +66,333 +36%
GWM
120
GSB Wealth Management
Connecticut
$12.5M 249,153 +2,324 +0.9%
SL
121
SFM LLC
New Hampshire
$12.5M 248,679 +55,385 +29%
AF
122
Apexium Financial
Texas
$12.3M 245,115 -55,454 -18%
GCWM
123
Guided Capital Wealth Management
Texas
$12M 238,750 -34,988 -13%
PCA
124
Pallas Capital Advisors
Massachusetts
$11.7M 233,236 +11,312 +5%
CWM
125
Cabot Wealth Management
Massachusetts
$11.3M 224,281 -3,768 -2%
3 4
5
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