USFR icon

WisdomTree Floating Rate Treasury Fund

549 hedge funds and large institutions have $10.9B invested in WisdomTree Floating Rate Treasury Fund in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 207 increasing their positions, 237 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

9% less funds holding in top 10

Funds holding in top 10: 9385 (-8)

13% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 237

Holders
549
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
85
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
101
Christian Investment Advisors
Texas
$14.5M
ACM
102
Andina Capital Management
Utah
$14.4M
TRCT
103
Tower Research Capital (TRC)
New York
$14.1M
AWM
104
Axxcess Wealth Management
California
$14M
Jones Financial Companies
105
Jones Financial Companies
Missouri
$13.9M
HC
106
Headland Capital
South Carolina
$13.8M
LI
107
LifeWealth Investments
Florida
$13.7M
HCM
108
Howard Capital Management
Georgia
$13.7M
SI
109
Stephens Inc
Arkansas
$13.5M
MML Investors Services
110
MML Investors Services
Massachusetts
$13.4M
GCWM
111
Guided Capital Wealth Management
Texas
$13.4M
CSP
112
Cary Street Partners
Virginia
$13.2M
FFO
113
Fortitude Family Office
Arizona
$13.2M
MCM
114
MAI Capital Management
Ohio
$13.1M
SWMG
115
Sanchez Wealth Management Group
Florida
$12.9M
TA
116
Tectonic Advisors
Texas
$12.7M
DC
117
Dorval Corp
Minnesota
$12.4M
PCA
118
Pallas Capital Advisors
Massachusetts
$12.2M
AF
119
Apexium Financial
Texas
$11.7M
HP
120
Haven Private
Florida
$11.6M
MAA
121
Mraz Amerine & Associates
California
$11.3M
MFG
122
Merit Financial Group
Georgia
$11.2M
EH
123
Equitable Holdings
New York
$10.7M
CM
124
Capital Management
Virginia
$10.7M
AHC
125
Anderson Hoagland & Co
Missouri
$10.6M