WisdomTree Floating Rate Treasury Fund
USFR
578 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 65 funds opening new positions, 267 increasing their positions, 195 reducing their positions, and 43 closing their positions.
51% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 43
37% more repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 195
12% more capital invested
Capital invested by funds: $10.5B → $11.7B (+$1.24B)
8% more funds holding in top 10
Funds holding in top 10: 87 → 94 (+7)
2% more funds holding
Funds holding: 564 → 578 (+14)
0.24% less ownership
Funds ownership: 64.56% → 64.31% (-0.24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$546M |
| 2 |
STA
Summit Trail Advisors
New York
|
+$277M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$59.4M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$41.6M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$39.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$95.8M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$26.1M |
| 3 |
Morgan Stanley
New York
|
-$23.5M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$23.1M |
| 5 |
II
Inspire Investing
Meridian,
Idaho
|
-$17.9M |
USFR Hedge Fund Activity: Q1 2025 in Review
578 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Floating Rate Treasury Fund (USFR) for Q1 2025, worth a combined $11.7B — up 12% from $10.5B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new USFR positions and 43 closed out — a net gain of 22 holders — while 267 added to existing stakes and 195 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $546M. The largest seller was Halbert Hargrove Global Advisors, cutting an estimated $95.8M.
- 578 institutional investors held WisdomTree Floating Rate Treasury Fund (USFR) as of Q1 2025, up from 564 in Q4 2024.
- Funds reported $11.7B of WisdomTree Floating Rate Treasury Fund stock for Q1 2025, up 12% quarter-over-quarter.
- 65 funds opened new WisdomTree Floating Rate Treasury Fund positions in Q1 2025 and 43 closed out, a net change of +22 holders.
- The largest WisdomTree Floating Rate Treasury Fund buyer in Q1 2025 was JP Morgan Chase, an estimated $546M added.
- The largest WisdomTree Floating Rate Treasury Fund seller in Q1 2025 was Halbert Hargrove Global Advisors, an estimated $95.8M sold.
Based on aggregated 13F filings for Q1 2025.