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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142 hedge funds and large institutions have $640M invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 34 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+12
Holders Change %
+9.23%
% of All Funds
2.52%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
28
Increased
34
Reduced
67
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$5.67M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.53M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.51M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.61M
5
Jane Street
Jane Street
New York
+$3.1M

Top Sellers

1
MFG
Merit Financial Group
Georgia
-$146M
2
CCA
Clearwater Capital Advisors
Illinois
-$28.6M
3
UBS Group
UBS Group
Switzerland
-$23.6M
4
UIC
Uniplan Investment Counsel
Wisconsin
-$13.2M
5
AW
ACG Wealth
Georgia
-$7.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
26
NWAM LLC
Washington
$4.04M +$667K +26,593 +20%
NWS
27
Newport Wealth Strategies
California
$3.87M – – –
Ameriprise
28
Ameriprise
Minnesota
$3.72M -$1.4M -55,555 -27%
PWS
29
Private Wealth Strategies
Ohio
$3.62M +$283K +11,259 +8%
PAG
30
Private Advisor Group
New Jersey
$2.95M -$1.33M -53,083 -31%
AAS
31
Avantax Advisory Services
Texas
$2.8M -$6.36M -252,791 -69%
AA
32
Addison Advisors
Vermont
$2.41M +$2.41M +95,964 New
SWP
33
Stratos Wealth Partners
Ohio
$2.4M -$538K -21,440 -18%
FFC
34
Fure Financial Corporation
Minnesota
$2.36M -$62K -2,469 -3%
MFG
35
Merit Financial Group
Georgia
$2.28M -$146M -5,828,719 -98%
SW
36
SkyOak Wealth
Michigan
$2.19M -$2.2M -87,727 -50%
Renaissance Technologies
37
Renaissance Technologies
New York
$2.08M +$2.08M +82,689 New
William Blair & Company
38
William Blair & Company
Illinois
$1.98M -$838K -33,395 -30%
CAG
39
Csenge Advisory Group
Florida
$1.85M +$691K +27,529 +60%
KWM
40
Kingsview Wealth Management
Oregon
$1.81M – – –
DJSG
41
D.J. St. Germain
Massachusetts
$1.6M -$1.36M -54,380 -46%
CCG
42
Cypress Capital Group
Florida
$1.6M -$469K -18,680 -23%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.49M -$60.2K -2,399 -4%
CWA
44
Centennial Wealth Advisory
Michigan
$1.45M +$1.45M +57,568 New
IHL
45
Investment House LLC
California
$1.41M -$40.9K -1,628 -3%
SFS
46
Sowell Financial Services
Arkansas
$1.41M +$156K +6,211 +12%
OC
47
Oarsman Capital
Wisconsin
$1.41M +$131K +5,227 +10%
DC
48
Davenport & Co
Virginia
$1.4M +$25.1K +1,000 +2%
BFG
49
Beacon Financial Group
Texas
$1.39M -$5.02K -200 -0.4%
LWAC
50
Laurel Wealth Advisors (California)
California
$1.36M -$178K -7,075 -12%
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