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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 %
GVAG
151
Great Valley Advisor Group
Delaware
$8.27M 164,278 +104,778 +176%
EF
152
Envision Financial
Wisconsin
$8.21M 163,207 +27,812 +21%
SFM
153
Signet Financial Management
New Jersey
$8.12M 161,379 -10,604 -6%
Millennium Management
154
Millennium Management
New York
$8.05M 159,916 -80,845 -34%
BWM
155
BlackDiamond Wealth Management
New York
$7.84M 155,586 -206,573 -57%
IA
156
IFG Advisory
Georgia
$7.81M 155,105 +7,907 +5%
MIA
157
Milestone Investment Advisors
Wisconsin
$7.78M 154,661 +33,472 +28%
AAS
158
Avantax Advisory Services
Texas
$7.68M 152,520 +40,543 +36%
EWM
159
Elmwood Wealth Management
California
$7.61M 151,240 -12,110 -7%
WWA
160
WCG Wealth Advisors
Nevada
$7.49M 148,779 +21,991 +17%
CFP
161
Curran Financial Partners
South Carolina
$7.47M 148,476 +5,958 +4%
DADC
162
D.A. Davidson & Co
Montana
$7.47M 148,432 -4,566 -3%
PA
163
PFG Advisors
Arizona
$7.4M 147,080 +105,883 +257%
CIA
164
Christian Investment Advisors
Texas
$7.37M 146,268 +5,089 +4%
LWANC
165
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.34M 145,798 +4,075 +3%
GAA
166
Global Assets Advisory
Florida
$7.26M 144,243 +97,700 +210%
P
167
&Partners
Tennessee
$7.15M 142,157 +7,063 +5%
AWM
168
AE Wealth Management
Kansas
$7.14M 141,943 -184,780 -57%
FFS
169
Founders Financial Securities
Maryland
$7.13M 141,740 +131,636 +1,303%
ACM
170
Andina Capital Management
Utah
$7.02M 139,490 +89,482 +179%
AWM
171
Activest Wealth Management
Florida
$6.99M 138,851 -5,705 -4%
CWM
172
Collaborative Wealth Management
Florida
$6.97M 138,534 +2,736 +2%
KWM
173
Keebeck Wealth Management
Illinois
$6.77M 134,587 -121,211 -47%
MWML
174
M Wealth Management LLC
California
$6.62M 131,596 -25,576 -16%
FWM
175
Fortress Wealth Management
California
$6.55M 130,111 -7,015 -5%
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