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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 %
SWP
126
Stratos Wealth Partners
Ohio
$10.9M 216,927 -75,744 -26%
HIP
127
HUB Investment Partners
Texas
$10.9M 216,765 +58,845 +37%
AIP
128
Almanack Investment Partners
Pennsylvania
$10.3M 203,724 +17,865 +10%
CM
129
Capital Management
Virginia
$10.2M 202,870 +12,305 +6%
AG
130
AlTi Global
New York
$10.2M 202,853 +68,208 +51%
FHA
131
Flagship Harbor Advisors
Massachusetts
$10.2M 202,644 -9,387 -4%
EH
132
Equitable Holdings
New York
$10M 199,117 -29,723 -13%
MML Investors Services
133
MML Investors Services
Massachusetts
$9.97M 198,062 +30,630 +18%
IWC
134
Integrated Wealth Concepts
Massachusetts
$9.92M 197,185 +23,120 +13%
SWMG
135
Sanchez Wealth Management Group
Florida
$9.92M 197,082 +7,126 +4%
WWM
136
Western Wealth Management
Colorado
$9.85M 195,727 +109,331 +127%
NG
137
Novem Group
New York
$9.77M 194,110 +17,984 +10%
CRWM
138
Castle Rock Wealth Management
California
$9.73M 193,327 +65,707 +51%
SL
139
SFM LLC
New Hampshire
$9.73M 193,294 -22,397 -10%
HCM
140
Howard Capital Management
Georgia
$9.64M 1,940,828 -9,696 -0.5%
ACG
141
Allen Capital Group
Nebraska
$9.58M 190,329 +64,289 +51%
MFG
142
Merit Financial Group
Georgia
$9.42M 187,242 -61,517 -25%
AWM
143
Axxcess Wealth Management
California
$9.39M 186,546 -11,840 -6%
FIS
144
Fischer Investment Strategies
California
$9.35M 185,824 +32,410 +21%
PA
145
Procyon Advisors
Connecticut
$8.88M 176,492 +151,103 +595%
CI
146
Cambiar Investors
Colorado
$8.82M 175,249 +5,249 +3%
Cerity Partners
147
Cerity Partners
New York
$8.81M 175,003 +8,234 +5%
NA
148
NewEdge Advisors
Louisiana
$8.64M 171,725 +96,600 +129%
KWM
149
Kingsview Wealth Management
Oregon
$8.52M 169,334 -1,257 -0.7%
UFA
150
US Financial Advisors
Massachusetts
$8.43M 167,470 +46,937 +39%
4 5
6
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