WisdomTree Floating Rate Treasury Fund
USFR
592 hedge funds and large institutions have $9.52B invested in WisdomTree Floating Rate Treasury Fund in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 216 increasing their positions, 232 reducing their positions, and 48 closing their positions.
90% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 48
11% more funds holding in top 10
Funds holding in top 10: 85 → 94 (+9)
6% more funds holding
Funds holding: 561 → 592 (+31)
7% less repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 232
5.46% less ownership
Funds ownership: 64.51% → 59.04% (-5.5%)
13% less capital invested
Capital invested by funds: $11B → $9.52B (-$1.45B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
+$419M |
| 2 |
AC
AlphaCore Capital
La Jolla,
California
|
+$39.7M |
| 3 |
GVCM
Global View Capital Management
Waukesha,
Wisconsin
|
+$35.6M |
| 4 |
WANY
Wealthspire Advisors (New York)
New York
|
+$25.9M |
| 5 |
MAA
Mraz Amerine & Associates
Modesto,
California
|
+$24.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$976M |
| 2 |
BW
BIP Wealth
Atlanta,
Georgia
|
-$717M |
| 3 |
STA
Summit Trail Advisors
New York
|
-$656M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$98.3M |
| 5 |
SWA
Serenus Wealth Advisors
Santa Monica,
California
|
-$84.8M |
USFR Hedge Fund Activity: Q4 2025 in Review
592 institutional investors reported a position in WisdomTree Floating Rate Treasury Fund (USFR) for Q4 2025, worth a combined $9.52B — down 13% from $11B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new USFR positions and 48 closed out — a net gain of 43 holders — while 216 added to existing stakes and 232 trimmed.
The largest buyer was NewEdge Wealth, opening a new position worth an estimated $419M. The largest seller was JP Morgan Chase, cutting an estimated $976M.
- 592 institutional investors held WisdomTree Floating Rate Treasury Fund (USFR) as of Q4 2025, up from 561 in Q3 2025.
- Funds reported $9.52B of WisdomTree Floating Rate Treasury Fund stock for Q4 2025, down 13% quarter-over-quarter.
- 91 funds opened new WisdomTree Floating Rate Treasury Fund positions in Q4 2025 and 48 closed out, a net change of +43 holders.
- The largest WisdomTree Floating Rate Treasury Fund buyer in Q4 2025 was NewEdge Wealth, an estimated $419M added.
- The largest WisdomTree Floating Rate Treasury Fund seller in Q4 2025 was JP Morgan Chase, an estimated $976M sold.
Based on aggregated 13F filings for Q4 2025.