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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
7.42%
Holding in Top 10
92
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.08%
% of All Funds
1.23%
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 %
MFG
126
Merit Financial Group
Georgia
$11.3M 223,866 +36,624 +20%
MML Investors Services
127
MML Investors Services
Massachusetts
$11.2M 222,283 +24,221 +12%
MWM
128
Moulton Wealth Management
Washington
$11.2M 221,655 -123,424 -36%
TCM
129
TD Capital Management
Tennessee
$11.1M 220,859 -25,137 -10%
HIP
130
HUB Investment Partners
Texas
$11M 218,166 +1,401 +0.6%
PA
131
Procyon Advisors
Connecticut
$10.9M 217,072 +40,580 +23%
EH
132
Equitable Holdings
New York
$10.8M 214,620 +15,503 +8%
EF
133
Envision Financial
Wisconsin
$10.8M 214,618 +51,411 +32%
SWP
134
Stratos Wealth Partners
Ohio
$10.7M 213,068 -3,859 -2%
AWS
135
Atria Wealth Solutions
New York
$10.6M 210,150 -170,167 -45%
IWC
136
Integrated Wealth Concepts
Massachusetts
$10.4M 206,227 +9,042 +5%
NA
137
NewEdge Advisors
Louisiana
$10.4M 205,741 +34,016 +20%
CAM
138
Cresset Asset Management
Illinois
$10.3M 205,276 +156,695 +323%
PGWM
139
Parisi Gray Wealth Management
New Jersey
$10.1M 200,410 -17,035 -8%
UAS
140
United Asset Strategies
New York
$10.1M 199,947 -144,081 -42%
FFO
141
Fortitude Family Office
Arizona
$10M 199,678 -270,090 -57%
TRCT
142
Tower Research Capital (TRC)
New York
$10M 199,218 +199,218 New
CRWM
143
Castle Rock Wealth Management
California
$9.86M 195,521 +2,194 +1%
LFS
144
Leibman Financial Services
Nebraska
$9.86M 195,937 -95,223 -33%
CI
145
Cambiar Investors
Colorado
$9.78M 194,357 +19,108 +11%
CM
146
Capital Management
Virginia
$9.67M 192,210 -10,660 -5%
Cerity Partners
147
Cerity Partners
New York
$9.63M 191,366 +16,363 +9%
MIA
148
Milestone Investment Advisors
Wisconsin
$9.46M 188,015 +33,354 +22%
MAA
149
Mraz Amerine & Associates
California
$9.46M 187,937 +67,420 +56%
AG
150
AlTi Global
New York
$9.18M 182,406 -20,447 -10%
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6
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