USFR icon

WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

559 hedge funds and large institutions have $10.5B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 221 increasing their positions, 195 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+52
Holders Change %
+10.26%
% of All Funds
7.44%
Holding in Top 10
87
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+27.94%
% of All Funds
1.16%
New
100
Increased
221
Reduced
195
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
STA
Summit Trail Advisors
New York
$1.1B
2
HHGA
Halbert Hargrove Global Advisors
California
$95.9M
3
Lido Advisors
Lido Advisors
California
$75.9M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$50M
5
MTC
Matrix Trust Company
Colorado
$35.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$503M
2
AAS
Annex Advisory Services
Wisconsin
$1.01M
3
First Trust Advisors
First Trust Advisors
Illinois
$0
4
Ameriprise
Ameriprise
Minnesota
$190M
5
C
Certuity
Florida
$454K
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
151
D.A. Davidson & Co
Montana
$7.7M +$831K +16,519 +12%
IA
152
IFG Advisory
Georgia
$7.41M -$2.94M -58,501 -28%
AWM
153
Activest Wealth Management
Florida
$7.27M -$467K -9,282 -6%
CFP
154
Curran Financial Partners
South Carolina
$7.17M +$783K +15,559 +12%
LWANC
155
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.13M +$44.4K +882 +0.6%
CIA
156
Christian Investment Advisors
Texas
$7.1M +$7.1M +141,179 New
ETC
157
Exchange Traded Concepts
Oklahoma
$7.08M +$7.08M +140,765 New
CCA
158
Cypress Capital Advisors
Tennessee
$7.04M +$7.04M +139,839 New
FWM
159
Fortress Wealth Management
California
$6.9M +$364K +7,240 +6%
CWM
160
Collaborative Wealth Management
Florida
$6.83M +$413K +8,199 +6%
EF
161
Envision Financial
Wisconsin
$6.81M +$6.81M +135,395 New
P
162
&Partners
Tennessee
$6.8M +$6.8M +135,094 New
AG
163
AlTi Global
New York
$6.78M +$1.39M +27,687 +26%
BFG
164
Beacon Financial Group
Texas
$6.75M -$243K -4,823 -3%
BS
165
Banco Santander
Spain
$6.69M -$2.84M -56,494 -30%
GSWM
166
Golden State Wealth Management
California
$6.59M +$6.59M +130,874 New
FGA
167
Fortis Group Advisors
New Jersey
$6.56M -$1.36M -27,055 -17%
NL
168
NVWM LLC
Pennsylvania
$6.49M +$488K +9,693 +8%
CRWM
169
Castle Rock Wealth Management
California
$6.44M +$1.31M +26,053 +26%
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
$6.43M +$50.1K +996 +0.8%
WWA
171
WCG Wealth Advisors
Nevada
$6.38M +$3.59M +71,396 +129%
LI
172
LifeWealth Investments
Florida
$6.35M +$6.35M +126,122 New
ACG
173
Allen Capital Group
Nebraska
$6.34M +$893K +17,754 +16%
Goldman Sachs
174
Goldman Sachs
New York
$6.16M +$168K +3,348 +3%
YWM
175
Yoder Wealth Management
California
$6.12M -$516K -10,249 -8%
5 6
7
8 9