WisdomTree Floating Rate Treasury Fund
USFR
572 hedge funds and large institutions have $11.6B invested in WisdomTree Floating Rate Treasury Fund in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 233 increasing their positions, 230 reducing their positions, and 59 closing their positions.
1% more repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 230
1% less capital invested
Capital invested by funds: $11.7B → $11.6B (-$118M)
2% less first-time investments, than exits
New positions opened: 58 | Existing positions closed: 59
1% less funds holding
Funds holding: 578 → 572 (-6)
1% less funds holding in top 10
Funds holding in top 10: 94 → 93 (-1)
1.34% less ownership
Funds ownership: 64.31% → 62.97% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$141M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$82.1M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$34.8M |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$26.6M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$26.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
STA
Summit Trail Advisors
New York
|
-$252M |
| 2 |
Renaissance Technologies
New York
|
-$115M |
| 3 |
BlackRock
New York
|
-$44.4M |
| 4 |
WANY
Wealthspire Advisors (New York)
New York
|
-$40.3M |
| 5 |
SWA
Serenus Wealth Advisors
Santa Monica,
California
|
-$31.4M |
USFR Hedge Fund Activity: Q2 2025 in Review
572 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Floating Rate Treasury Fund (USFR) for Q2 2025, worth a combined $11.6B — down 1% from $11.7B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of USFR and 58 opened new positions — a net loss of 1 holder — while 230 trimmed existing stakes and 233 added.
The largest buyer was LPL Financial, adding an estimated $141M. The largest seller was Summit Trail Advisors, cutting an estimated $252M.
- 572 institutional investors held WisdomTree Floating Rate Treasury Fund (USFR) as of Q2 2025, down from 578 in Q1 2025.
- Funds reported $11.6B of WisdomTree Floating Rate Treasury Fund stock for Q2 2025, down 1% quarter-over-quarter.
- 58 funds opened new WisdomTree Floating Rate Treasury Fund positions in Q2 2025 and 59 closed out, a net change of -1 holder.
- The largest WisdomTree Floating Rate Treasury Fund buyer in Q2 2025 was LPL Financial, an estimated $141M added.
- The largest WisdomTree Floating Rate Treasury Fund seller in Q2 2025 was Summit Trail Advisors, an estimated $252M sold.
Based on aggregated 13F filings for Q2 2025.