WisdomTree Floating Rate Treasury Fund
USFR
608 hedge funds and large institutions have $10.2B invested in WisdomTree Floating Rate Treasury Fund in 2026 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 238 increasing their positions, 246 reducing their positions, and 44 closing their positions.
43% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 44
2% more capital invested
Capital invested by funds: $10B → $10.2B (+$165M)
1% more funds holding
Funds holding: 603 → 608 (+5)
0.15% more ownership
Funds ownership: 58.36% → 58.51% (+0.15%)
3% less repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 246
11% less funds holding in top 10
Funds holding in top 10: 98 → 87 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
+$175M |
| 2 |
STA
Summit Trail Advisors
New York
|
+$68.4M |
| 3 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$50.4M |
| 4 |
SFG
SNS Financial Group
Minneapolis,
Minnesota
|
+$33.8M |
| 5 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
+$33.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$74.2M |
| 2 |
GVCM
Global View Capital Management
Waukesha,
Wisconsin
|
-$46.6M |
| 3 |
Lido Advisors
Los Angeles,
California
|
-$44.5M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$44.4M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$38.8M |
USFR Hedge Fund Activity: Q2 2026 in Review
608 of the 8,281 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Floating Rate Treasury Fund (USFR) for Q2 2026, worth a combined $10.2B — up 1.6% from $10B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new USFR positions and 44 closed out — a net gain of 19 holders — while 238 added to existing stakes and 246 trimmed.
The largest buyer was NewEdge Wealth, adding an estimated $175M. The largest seller was Bank of America, cutting an estimated $74.2M.
- 608 institutional investors held WisdomTree Floating Rate Treasury Fund (USFR) as of Q2 2026, up from 603 in Q1 2026.
- Funds reported $10.2B of WisdomTree Floating Rate Treasury Fund stock for Q2 2026, up 1.6% quarter-over-quarter.
- 63 funds opened new WisdomTree Floating Rate Treasury Fund positions in Q2 2026 and 44 closed out, a net change of +19 holders.
- The largest WisdomTree Floating Rate Treasury Fund buyer in Q2 2026 was NewEdge Wealth, an estimated $175M added.
- The largest WisdomTree Floating Rate Treasury Fund seller in Q2 2026 was Bank of America, an estimated $74.2M sold.
Based on aggregated 13F filings for Q2 2026.