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WisdomTree Floating Rate Treasury Fund
USFR
USFR
560 hedge funds and large institutions have $11B invested in WisdomTree Floating Rate Treasury Fund in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 212 increasing their positions, 243 reducing their positions, and 50 closing their positions.
New
Increased
Maintained
Reduced
Closed
1.24% more ownership
Funds ownership: 63.33% → 64.57% (+1.2%)
2% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 50
2% less funds holding
Funds holding: 572 → 560 (-12)
6% less capital invested
Capital invested by funds: $11.6B → $11B (-$646M)
9% less funds holding in top 10
Funds holding in top 10: 93 → 85 (-8)
13% less repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 243
Holders
560
Holders Change
-12
Holders Change %
-2.1%
% of All Funds
7.35%
Holding in Top 10
85
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-8.6%
% of All Funds
1.12%
New
49
Increased
212
Reduced
243
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
WCM
Wealthcare Capital Management
Richmond,
Virginia
|
-$75.4M |
| 2 |
LPL Financial
San Diego,
California
|
-$66.1M |
| 3 |
Morgan Stanley
New York
|
-$54.3M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$48.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$36.5M |
