USFR

WisdomTree Bloomberg Floating Rate Treasury Fund
USFR

Overview Fund Activity
Delisted

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

Back to rankings

145 hedge funds and large institutions have $1.06B invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+9
Holders Change %
+6.62%
% of All Funds
3.2%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.29%
New
25
Increased
44
Reduced
66
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$33.7M
2
FHC
First Heartland Consultants
Missouri
+$24.8M
3
LFA
Legend Financial Advisors
Pennsylvania
+$22.6M
4
Morgan Stanley
Morgan Stanley
New York
+$14.9M
5
LPL Financial
LPL Financial
California
+$14.1M

Top Sellers

1
SEIA
Signature Estate & Investment Advisors
California
-$46.7M
2
PWMG
Prestige Wealth Management Group
New Jersey
-$35.8M
3
SWP
Stratos Wealth Partners
Ohio
-$32.5M
4
G
GenTrust
Florida
-$17.7M
5
AAM
Ameraudi Asset Management
New York
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$7.14M -$1.01M -40,287 -12%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$7M +$4.16M +165,668 +146%
TWA
28
Tillar-Wenstrup Advisors
Ohio
$6.38M +$6.38M +254,150 New
William Blair & Company
29
William Blair & Company
Illinois
$5.85M +$979K +38,972 +20%
RBA
30
Richard Bernstein Advisors
New York
$5.64M +$514K +20,479 +10%
FAAS
31
First Allied Advisory Services
California
$5.13M +$3.98M +158,542 +346%
PAG
32
Private Advisor Group
New Jersey
$4.79M -$1.87M -74,456 -28%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$4.42M +$2.3M +91,397 +108%
RW
34
RVW Wealth
California
$4.22M +$4.22M +167,875 New
Kayne Anderson Rudnick Investment Management
35
Kayne Anderson Rudnick Investment Management
California
$4.04M +$252K +10,021 +7%
GWM
36
Geneos Wealth Management
Colorado
$3.77M -$758K -29,749 -17%
AWM
37
AE Wealth Management
Kansas
$3.73M -$2.87M -114,111 -43%
SS
38
Simplicity Solutions
Minnesota
$3.58M -$2.92M -116,392 -45%
JWM
39
Jackson Wealth Management
Florida
$3.34M -$4.97M -197,776 -60%
DJSG
40
D.J. St. Germain
Massachusetts
$3.27M -$48.8K -1,944 -1%
Allianz Asset Management
41
Allianz Asset Management
Germany
$3.24M +$3.24M +129,000 New
Osaic Holdings
42
Osaic Holdings
Arizona
$3.16M +$3.16M +125,877 New
PWS
43
Private Wealth Strategies
Ohio
$3.11M -$1.36M -54,068 -30%
NWS
44
Newport Wealth Strategies
California
$3.09M +$443K +17,633 +17%
BFG
45
Beacon Financial Group
Texas
$3.01M -$837K -33,345 -22%
AWM
46
Argent Wealth Management
Massachusetts
$2.69M -$729K -29,020 -21%
Ameriprise
47
Ameriprise
Minnesota
$2.66M -$4.1M -143,136 -61%
Jane Street
48
Jane Street
New York
$2.65M -$3.63M -144,682 -58%
CCG
49
Cypress Capital Group
Florida
$2.5M +$377K +15,000 +18%
SWP
50
Stratos Wealth Partners
Ohio
$2.34M -$32.5M -1,293,746 -93%
1
2
3 4 5