WisdomTree Floating Rate Treasury Fund
USFR
USFR
557 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 57 funds opening new positions, 225 increasing their positions, 225 reducing their positions, and 61 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less capital invested
Capital invested by funds: $ → $
less first-time investments, than exits
New positions opened: | Existing positions closed:
1% less funds holding in top 10
Funds holding in top 10: 93 → 92 (-1)
2% less funds holding
Funds holding: 568 → 557 (-11)
Holders
557
Holding in Top 10
92
Calls
–
Puts
–
Top Buyers
| 1 | +$146M | |
| 2 | +$141M | |
| 3 | +$82M | |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$34.7M |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$26.6M |
Top Sellers
| 1 | -$252M | |
| 2 | -$115M | |
| 3 | -$44.4M | |
| 4 |
WANY
Wealthspire Advisors (New York)
New York
|
-$40.2M |
| 5 |
SWA
Serenus Wealth Advisors
Santa Monica,
California
|
-$31.4M |
