USFR

WisdomTree Bloomberg Floating Rate Treasury Fund
USFR

Overview Fund Activity
Delisted

USFR was delisted on the 15th of November, 2016.

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92 hedge funds and large institutions have $613M invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+35
Holders Change %
+61.4%
% of All Funds
2.05%
Holding in Top 10
13
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+550%
% of All Funds
0.29%
New
42
Increased
34
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$120M
2
MFG
Merit Financial Group
Georgia
$64.5M
3
SEIA
Signature Estate & Investment Advisors
California
$55.8M
4
JCM
Janney Capital Management
Pennsylvania
$48.2M
5
Morgan Stanley
Morgan Stanley
New York
$27.9M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
$0
2
PAG
Private Advisor Group
New Jersey
$0
3
Jane Street
Jane Street
New York
$712K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$800K
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
26
Quest Capital Management
Texas
$4.31M +$4.31M +171,732 New
CAN
27
Cetera Advisor Networks
California
$3.71M +$815K +32,555 +28%
RJA
28
Raymond James & Associates
Florida
$3.64M +$3.39M +135,210 +1,353%
AW
29
ACG Wealth
Georgia
$3.61M +$1.17M +46,500 +48%
RCG
30
Ruggie Capital Group
Florida
$3.52M +$3.52M +140,471 New
MA
31
MCF Advisors
Kentucky
$3.51M -$133K -5,302 -4%
RFM
32
Royal Fund Management
Florida
$2.84M +$196K +7,821 +7%
LC
33
Landaas & Company
Wisconsin
$2.82M +$432K +17,361 +18%
NWS
34
Newport Wealth Strategies
California
$2.39M +$934K +37,240 +64%
NA
35
Nottingham Advisors
New York
$2.33M +$4.01K +160 +0.2%
AF
36
Advisornet Financial
Minnesota
$2.12M +$1.05M +41,714 +97%
AI
37
Atria Investments
North Carolina
$2.03M +$2.03M +80,834 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$2.02M +$1.46M +58,310 +263%
SWP
39
Stratos Wealth Partners
Ohio
$1.93M +$1.66M +66,229 +613%
CIBC World Market
40
CIBC World Market
Ontario, Canada
$1.74M +$1.74M +69,404 New
VWA
41
VERITY Wealth Advisors
United States
$1.57M +$1.57M +62,568 New
IHL
42
Investment House LLC
California
$1.56M +$1.56M +62,179 New
RRWA
43
Rainey & Randall Wealth Advisors
Florida
$1.55M +$1.55M +61,806 New
S
44
Surevest
California
$1.53M +$1.53M +61,037 New
WAS
45
Winch Advisory Services
Wisconsin
$1.46M +$1.46M +58,071 New
CA
46
Cornerstone Advisory
Maryland
$1.4M +$1.4M +55,901 New
AG
47
Advisor Group
Arizona
$1.37M -$619K -24,676 -31%
SFM
48
Signet Financial Management
New Jersey
$1.2M +$246K +9,812 +26%
JFA
49
Johanson Financial Advisors
California
$1.18M -$14.3K -569 -1%
NWM
50
Northwest Wealth Management
Iowa
$1.05M +$152K +6,074 +17%
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