USFR icon

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 %
LMKC
201
L.M. Kohn & Company
Ohio
$5.04M 100,100 +22,340 +29%
BWP
202
Bernardo Wealth Planning
Pennsylvania
$5.01M 99,462 +4,309 +5%
EFA
203
Evernest Financial Advisors
Indiana
$4.97M 98,810 +2,063 +2%
SMG
204
Smart Money Group
Texas
$4.77M 94,815 +10,730 +13%
FFN
205
Focus Financial Network
Minnesota
$4.77M 94,737 +4,253 +5%
MA
206
MBA Advisors
Pennsylvania
$4.6M 91,338 +5,122 +6%
FGA
207
Fortis Group Advisors
New Jersey
$4.51M 89,564 -40,753 -31%
GS
208
GTS Securities
New York
$4.43M 88,046 +55,865 +174%
MFG
209
Magnus Financial Group
New York
$4.26M 84,554 -15,896 -16%
CL
210
CIM LLC
New York
$4.25M 84,483 +1,806 +2%
AWE
211
Avidian Wealth Enterprises
Texas
$4.22M 83,759 +24,024 +40%
LAS
212
LWM Advisory Services
Florida
$4.14M 82,292 +50,410 +158%
WCAMG
213
Woodard & Company Asset Management Group
North Carolina
$4.1M 81,471 -2,806 -3%
Kovitz Investment Group Partners
214
Kovitz Investment Group Partners
Illinois
$4.05M 80,503 -4,524 -5%
PAS
215
Park Avenue Securities
New York
$4.02M 79,883 +53,414 +202%
WSWA
216
Warren Street Wealth Advisors
California
$4.02M 79,849 +8,983 +13%
HP
217
Haven Private
Florida
$4.01M 79,725 +79,725 New
AFM
218
Aspetuck Financial Management
Connecticut
$3.94M 78,316 -2,861 -4%
SG
219
StoneX Group
New York
$3.89M 77,259 +6,581 +9%
AF
220
Allworth Financial
California
$3.89M 77,041 -3,568 -4%
IA
221
IFP Advisors
Florida
$3.88M 77,145 +47,182 +157%
HPC
222
Hobart Private Capital
North Carolina
$3.85M 76,470 +1,065 +1%
GFG
223
Goldstone Financial Group
Illinois
$3.72M 73,936 +1,126 +2%
IIA
224
Integrity Investment Advisors
Colorado
$3.7M 73,465 +73,465 New
AA
225
Addison Advisors
Vermont
$3.7M 73,463 +36,897 +101%
7 8
9
10 11