USFR

WisdomTree Bloomberg Floating Rate Treasury Fund

Delisted

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

126 hedge funds and large institutions have $1.86B invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2019 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+34
Holders Change %
+36.96%
% of All Funds
2.73%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.33%
New
43
Increased
43
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$8.51M +$8.51M +339,219 New
RJA
27
Raymond James & Associates
Florida
$8.34M +$4.7M +187,391 +129%
JWM
28
Jackson Wealth Management
Florida
$7.59M -$258K -10,301 -3%
Kayne Anderson Rudnick Investment Management
29
Kayne Anderson Rudnick Investment Management
California
$7.54M +$1M +39,896 +15%
CCA
30
Clearwater Capital Advisors
Illinois
$6.99M +$6.99M +278,648 New
RVPG
31
Relative Value Partners Group
$5.68M -$94.5K -3,769 -2%
CA
32
Cornerstone Advisory
Maryland
$5.51M +$4.1M +163,623 +293%
VWM
33
Venturi Wealth Management
Texas
$4.63M -$1.46M -58,119 -24%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$4.24M -$1.83M -73,150 -30%
Wells Fargo
35
Wells Fargo
California
$3.79M +$3.79M +151,078 New
SWP
36
Stratos Wealth Partners
Ohio
$3.66M +$1.72M +68,741 +89%
CAN
37
Cetera Advisor Networks
California
$3.16M -$559K -22,307 -15%
William Blair & Company
38
William Blair & Company
Illinois
$3.05M +$3.03M +120,710 +16,095%
Jane Street
39
Jane Street
New York
$2.84M +$2.13M +84,747 +299%
LC
40
Landaas & Company
Wisconsin
$2.8M -$45.1K -1,799 -2%
NA
41
Nottingham Advisors
New York
$2.57M +$241K +9,610 +10%
S
42
Surevest
California
$2.46M +$924K +36,845 +60%
NWS
43
Newport Wealth Strategies
California
$2.37M -$18.1K -720 -0.8%
AWM
44
AE Wealth Management
Kansas
$2.25M +$2.25M +89,517 New
SS
45
Simplicity Solutions
Minnesota
$2.17M +$2.17M +86,306 New
AG
46
Advisor Group
Arizona
$2.05M +$674K +26,894 +49%
VWA
47
VERITY Wealth Advisors
United States
$1.97M +$398K +15,854 +25%
AIC
48
Ameritas Investment Company
Nebraska
$1.95M +$1.95M +77,740 New
LA
49
LexAurum Advisors
Kansas
$1.84M +$1.84M +73,522 New
AI
50
Atria Investments
North Carolina
$1.74M -$288K -11,477 -14%