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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 %
LFS
101
Leibman Financial Services
Nebraska
$14.7M 291,160 +40,045 +16%
EMAM
102
Encompass More Asset Management
California
$14.3M 284,166 -315,079 -53%
SOS
103
Silver Oak Securities
Tennessee
$14.1M 280,692 +31,744 +13%
SF
104
Summit Financial
New Jersey
$14M 277,763 +223 +0.1%
BIP
105
Blue Investment Partners
California
$13.8M 274,782 +26,021 +10%
GCWM
106
Guided Capital Wealth Management
Texas
$13.8M 273,738 -222,255 -45%
CA
107
Calton & Associates
Florida
$13.8M 273,240 +160,861 +143%
AHC
108
Anderson Hoagland & Co
Missouri
$13.6M 270,649 -1,301 -0.5%
Jones Financial Companies
109
Jones Financial Companies
Missouri
$13.5M 268,196 +85,628 +47%
CCG
110
Catalina Capital Group
California
$13.2M 262,782 +90,921 +53%
BF
111
Bonfire Financial
Colorado
$13.2M 261,957 +6,510 +3%
ES
112
Eagle Strategies
New York
$13.2M 261,720 +1,706 +0.7%
HC
113
Headland Capital
South Carolina
$12.9M 255,641 +18,392 +8%
MCM
114
MAI Capital Management
Ohio
$12.7M 251,687 -23,978 -9%
TA
115
Tectonic Advisors
Texas
$12.5M 247,842 -17,871 -7%
GWM
116
GSB Wealth Management
Connecticut
$12.4M 246,829 -21,334 -8%
TCM
117
TD Capital Management
Tennessee
$12.4M 245,996 -26,208 -10%
TCWM
118
Total Clarity Wealth Management
Illinois
$12.3M 245,009 – –
CWM
119
Cabot Wealth Management
Massachusetts
$11.5M 228,049 -81,926 -26%
MAC
120
Mason & Associates (California)
California
$11.5M 227,753 -68,837 -23%
LWL
121
Leo Wealth LLC
Texas
$11.4M 225,836 -102,793 -31%
PCA
122
Pallas Capital Advisors
Massachusetts
$11.2M 221,924 +35,408 +19%
ACC
123
Acorn Creek Capital
Colorado
$11.1M 219,799 +11,099 +5%
PGWM
124
Parisi Gray Wealth Management
New Jersey
$10.9M 217,445 +38,002 +21%
LI
125
LifeWealth Investments
Florida
$10.9M 217,353 +91,231 +72%
3 4
5
6 7