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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

555 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, 224 increasing their positions, 226 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
555
Holders Change
-12
Holders Change %
-2.12%
% of All Funds
7.44%
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
224
Reduced
226
Closed
60
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$146M
2
LPL Financial
LPL Financial
California
+$141M
3
UBS Group
UBS Group
Switzerland
+$82M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$34.7M
5
FHA
Flagship Harbor Advisors
Massachusetts
+$26.6M

Top Sellers

1
STA
Summit Trail Advisors
New York
-$252M
2
Renaissance Technologies
Renaissance Technologies
New York
-$115M
3
BlackRock
BlackRock
New York
-$44.4M
4
WANY
Wealthspire Advisors (New York)
New York
-$40.2M
5
SWA
Serenus Wealth Advisors
California
-$31.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
STA
1
Summit Trail Advisors
New York
$1.12B -$252M -5,010,255 -18%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.02B -$28.2M -561,440 -3%
Morgan Stanley
3
Morgan Stanley
New York
$943M -$1.58M -31,442 -0.2%
Bank of America
4
Bank of America
North Carolina
$796M +$9.8M +194,695 +1%
LPL Financial
5
LPL Financial
California
$784M +$141M +2,793,567 +22%
UBS Group
6
UBS Group
Switzerland
$415M +$82M +1,630,314 +25%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$350M +$34.7M +690,610 +11%
Raymond James Financial
8
Raymond James Financial
Florida
$321M +$679K +13,494 +0.2%
BW
9
BIP Wealth
Georgia
$275M -$14.7M -291,865 -5%
SWA
10
Serenus Wealth Advisors
California
$250M -$31.4M -623,847 -11%
Ameriprise
11
Ameriprise
Minnesota
$231M +$10.3M +205,006 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$172M +$3.47M +69,054 +2%
Wells Fargo
13
Wells Fargo
California
$169M +$12.9M +257,368 +8%
LWANC
14
Laurel Wealth Advisors (North Carolina)
North Carolina
$149M +$146M +7,331,828 +5,029%
PAG
15
Private Advisor Group
New Jersey
$132M +$14.4M +285,799 +12%
IWM
16
IHT Wealth Management
Illinois
$110M +$8.88M +176,443 +9%
HighTower Advisors
17
HighTower Advisors
Illinois
$93.4M -$25.2M -500,325 -21%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$87.5M -$2.38M -47,383 -3%
WCM
19
Wealthcare Capital Management
Virginia
$81.5M +$529K +10,519 +0.7%
Osaic Holdings
20
Osaic Holdings
Arizona
$81.1M -$10.1M -200,347 -11%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$79.9M +$832K +16,531 +1%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$78.8M -$6.89M -136,958 -8%
MCM
23
Morton Capital Management
California
$75.2M +$5.39M +107,232 +8%
ABWM
24
Alpine Bank Wealth Management
Colorado
$74.9M +$20.7M +412,010 +38%
CPCM
25
Cardinal Point Capital Management
Ontario, Canada
$72.4M +$1.28M +25,410 +2%
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