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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 %
STA
1
Summit Trail Advisors
New York
$1.38B 27,347,752 +5,502,742 +25%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.05B 20,836,368 +10,832,800 +108%
Morgan Stanley
3
Morgan Stanley
New York
$945M 18,769,622 -466,875 -2%
Bank of America
4
Bank of America
North Carolina
$787M 15,633,504 +713,601 +5%
LPL Financial
5
LPL Financial
California
$644M 12,794,277 +186,485 +1%
UBS Group
6
UBS Group
Switzerland
$333M 6,618,445 +824,855 +14%
Raymond James Financial
7
Raymond James Financial
Florida
$320M 6,364,168 +656,997 +12%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$316M 6,273,301 +1,179,423 +23%
BW
9
BIP Wealth
Georgia
$290M 5,766,837 +70,097 +1%
SWA
10
Serenus Wealth Advisors
California
$282M 5,598,422 +733,794 +15%
Ameriprise
11
Ameriprise
Minnesota
$220M 4,377,432 +609,923 +16%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$168M 3,341,912 +123,142 +4%
Wells Fargo
13
Wells Fargo
California
$156M 3,105,954 -353,461 -10%
HighTower Advisors
14
HighTower Advisors
Illinois
$119M 2,357,417 -214,077 -8%
PAG
15
Private Advisor Group
New Jersey
$117M 2,329,639 -212,784 -8%
Renaissance Technologies
16
Renaissance Technologies
New York
$115M 2,275,700 +441,300 +24%
IWM
17
IHT Wealth Management
Illinois
$101M 2,000,086 +329,773 +20%
Osaic Holdings
18
Osaic Holdings
Arizona
$91.2M 1,812,462 +393,280 +28%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$89.9M 1,786,567 +792,292 +80%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$85.8M 1,704,077 -182,242 -10%
WCM
21
Wealthcare Capital Management
Virginia
$81M 1,610,304 -2,671 -0.2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$79.1M 1,572,295 +92,353 +6%
WANY
23
Wealthspire Advisors (New York)
New York
$76.3M 1,516,924 +112,529 +8%
Lido Advisors
24
Lido Advisors
California
$76.3M 1,515,292 +7,852 +0.5%
CPCM
25
Cardinal Point Capital Management
Ontario, Canada
$71.2M 1,414,349 +3,104 +0.2%
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