WisdomTree Floating Rate Treasury Fund
USFR
561 hedge funds and large institutions have $11B invested in WisdomTree Floating Rate Treasury Fund in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 212 increasing their positions, 243 reducing their positions, and 50 closing their positions.
1.25% more ownership
Funds ownership: 63.26% → 64.51% (+1.2%)
0% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 50
2% less funds holding
Funds holding: 572 → 561 (-11)
6% less capital invested
Capital invested by funds: $11.6B → $11B (-$645M)
9% less funds holding in top 10
Funds holding in top 10: 93 → 85 (-8)
13% less repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 243
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BW
BIP Wealth
Atlanta,
Georgia
|
+$709M |
| 2 |
KAM
Knightsbridge Asset Management
Newport Beach,
California
|
+$62.3M |
| 3 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$21.1M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$18M |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Wealthcare Capital Management
Richmond,
Virginia
|
-$75.4M |
| 2 |
LPL Financial
San Diego,
California
|
-$66.1M |
| 3 |
Morgan Stanley
New York
|
-$54.3M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$48.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$36.5M |
USFR Hedge Fund Activity: Q3 2025 in Review
561 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Floating Rate Treasury Fund (USFR) for Q3 2025, worth a combined $11B — down 5.6% from $11.6B a quarter earlier.
Fund positioning in USFR was balanced in Q3 2025: 50 funds opened new positions, 50 closed out, 212 added to existing stakes and 243 trimmed.
The largest buyer was BIP Wealth, adding an estimated $709M. The largest seller was Wealthcare Capital Management, cutting an estimated $75.4M.
- 561 institutional investors held WisdomTree Floating Rate Treasury Fund (USFR) as of Q3 2025, down from 572 in Q2 2025.
- Funds reported $11B of WisdomTree Floating Rate Treasury Fund stock for Q3 2025, down 5.6% quarter-over-quarter.
- 50 funds opened new WisdomTree Floating Rate Treasury Fund positions in Q3 2025 and 50 closed out, a net change of 0 holders.
- The largest WisdomTree Floating Rate Treasury Fund buyer in Q3 2025 was BIP Wealth, an estimated $709M added.
- The largest WisdomTree Floating Rate Treasury Fund seller in Q3 2025 was Wealthcare Capital Management, an estimated $75.4M sold.
Based on aggregated 13F filings for Q3 2025.