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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

554 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 56 funds opening new positions, 223 increasing their positions, 226 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
-13
Holders Change %
-2.29%
% of All Funds
7.43%
Holding in Top 10
92
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.08%
% of All Funds
1.23%
New
56
Increased
223
Reduced
226
Closed
60
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$149M
2
LPL Financial
LPL Financial
California
$784M
3
UBS Group
UBS Group
Switzerland
$415M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$350M
5
FHA
Flagship Harbor Advisors
Massachusetts
$36.8M

Top Sellers

1
STA
Summit Trail Advisors
New York
$1.12B
2
Renaissance Technologies
Renaissance Technologies
New York
$0
3
BlackRock
BlackRock
New York
$59K
4
WANY
Wealthspire Advisors (New York)
New York
$36.1M
5
SWA
Serenus Wealth Advisors
California
$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWA
176
WCG Wealth Advisors
Nevada
$6.63M -$854K -16,982 -11%
FWM
177
Fortress Wealth Management
California
$6.56M +$10.2K +202 +0.2%
DADC
178
D.A. Davidson & Co
Montana
$6.52M -$946K -18,809 -13%
CWM
179
Collaborative Wealth Management
Florida
$6.41M -$562K -11,179 -8%
AIP
180
Almanack Investment Partners
Pennsylvania
$5.96M -$4.29M -85,176 -42%
WA
181
Waverly Advisors
Alabama
$5.92M -$169K -3,359 -3%
BFG
182
Beacon Financial Group
Texas
$5.79M -$10.8K -215 -0.2%
AAS
183
Avantax Advisory Services
Texas
$5.72M -$1.95M -38,772 -25%
CIAS
184
Capital Investment Advisory Services
North Carolina
$5.67M +$48.4K +963 +0.9%
Baird Financial Group
185
Baird Financial Group
Wisconsin
$5.63M +$2.3M +45,652 +69%
ASN
186
Advisory Services Network
Georgia
$5.59M -$729K -14,491 -12%
BAM
187
Belpointe Asset Management
Nevada
$5.58M -$254K -5,055 -4%
EI
188
Ellevest Inc
New York
$5.54M -$75K -1,490 -1%
WWM
189
Western Wealth Management
Colorado
$5.5M -$4.35M -86,480 -44%
ETC
190
Exchange Traded Concepts
Oklahoma
$5.37M -$377K -7,486 -7%
EFA
191
Evernest Financial Advisors
Indiana
$5.24M +$265K +5,259 +5%
MWML
192
M Wealth Management LLC
California
$5.22M -$1.4M -27,800 -21%
EWM
193
Elmwood Wealth Management
California
$5.04M -$2.57M -51,122 -34%
OP
194
ORG Partners
Indiana
$4.94M +$4.03M +80,107 +444%
WSWA
195
Warren Street Wealth Advisors
California
$4.78M +$759K +15,096 +19%
YWM
196
Yoder Wealth Management
California
$4.72M -$1.29M -25,603 -21%
FFN
197
Focus Financial Network
Minnesota
$4.65M -$118K -2,349 -2%
FVCM
198
F&V Capital Management
Florida
$4.58M +$4.58M +90,990 New
PAS
199
Park Avenue Securities
New York
$4.58M +$557K +11,075 +14%
MFG
200
Magnus Financial Group
New York
$4.51M +$255K +5,077 +6%
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