Who Owns USFR?
WisdomTree Floating Rate Treasury Fund — Institutional Ownership & 13F Holdings
$50.45
+0.01 (+0.03%)
Market Cap
$16.0B
Shares Outstanding
348,655,642
Institutional Holders
561
Total Inst. Value
$9.7B
% of Float Held
—
QoQ Holder Change
+270
Institutional data as of Q1 2025
New Positions
177
Closed Positions
46
Increased
192
Decreased
150
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Summit Trail Advisors, LLC | $1.4B | 27,347,752 |
| 2 | JPMORGAN CHASE & CO | $1.0B | 20,836,368 |
| 3 | MORGAN STANLEY | $944.7M | 18,769,622 |
| 4 | BANK OF AMERICA CORP /DE/ | $786.8M | 15,633,504 |
| 5 | UBS Group AG | $333.1M | 6,618,445 |
| 6 | RAYMOND JAMES FINANCIAL INC | $320.3M | 6,364,168 |
| 7 | Serenus Wealth Advisors, LLC | $281.8M | 5,598,422 |
| 8 | AMERIPRISE FINANCIAL INC | $219.9M | 4,377,432 |
| 9 | ROYAL BANK OF CANADA | $168.2M | 3,341,912 |
| 10 | WELLS FARGO & COMPANY/MN | $156.3M | 3,105,954 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Summit Trail Advisors, LLC | +5.5M | $1.4B |
| JPMORGAN CHASE & CO | +10.8M | $1.0B |
| BANK OF AMERICA CORP /DE/ | +714K | $786.8M |
| UBS Group AG | +825K | $333.1M |
| RAYMOND JAMES FINANCIAL INC | +657K | $320.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | -1.9M | $255K |
| MORGAN STANLEY | -467K | $944.7M |
| Kestra Advisory Services, LLC | -458K | $42K |
| WELLS FARGO & COMPANY/MN | -353K | $156.3M |
| Cambridge Investment Research Advisors, Inc. | -293K | $58.1M |
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Frequently Asked Questions
How many institutional investors hold USFR?
As of Q1 2025, 561 institutional investors report holding USFR (WisdomTree Floating Rate Treasury Fund) in their 13F filings.
Which hedge fund owns the most USFR?
The largest institutional holder of USFR is Summit Trail Advisors, LLC with $1.4B in shares.
Are institutions buying or selling USFR?
This quarter, 177 institutions opened new positions in USFR and 46 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.