USFR

WisdomTree Bloomberg Floating Rate Treasury Fund
USFR

Overview Fund Activity
Delisted

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

Back to rankings

135 hedge funds and large institutions have $595M invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 56 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
-7
Holders Change %
-4.93%
% of All Funds
2.38%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
16
Increased
37
Reduced
56
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VWM
Venturi Wealth Management
Texas
+$61.7M
2
TM
Titan Managers
Arizona
+$15.5M
3
AWM
AE Wealth Management
Kansas
+$7.53M
4
JWM
Jackson Wealth Management
Florida
+$7.5M
5
LAS
Lloyd Advisory Services
Georgia
+$2.62M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$59.1M
2
Wells Fargo
Wells Fargo
California
-$23.1M
3
Bank of America
Bank of America
North Carolina
-$17.5M
4
SS
Simplicity Solutions
Minnesota
-$7.71M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
26
NWAM LLC
Washington
$3.46M -$576K -22,939 -14%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$3.36M +$1.87M +74,497 +126%
Ameriprise
28
Ameriprise
Minnesota
$3.28M -$436K -17,382 -12%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$2.94M -$1.39M -55,557 -32%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$2.94M -$1.56M -62,337 -35%
AAS
31
Avantax Advisory Services
Texas
$2.77M -$24.2K -962 -0.9%
LAS
32
Lloyd Advisory Services
Georgia
$2.67M +$2.62M +104,588 +5,459%
HighTower Advisors
33
HighTower Advisors
Illinois
$2.53M +$2.53M +100,574 New
FFC
34
Fure Financial Corporation
Minnesota
$2.17M -$195K -7,764 -8%
IA
35
IFG Advisory
Georgia
$2.02M +$1.1M +43,639 +119%
OC
36
Oarsman Capital
Wisconsin
$1.93M +$527K +20,973 +37%
PAG
37
Private Advisor Group
New Jersey
$1.85M -$1.1M -43,970 -37%
SWP
38
Stratos Wealth Partners
Ohio
$1.83M -$571K -22,739 -24%
KWM
39
Kingsview Wealth Management
Oregon
$1.81M – – –
BAM
40
Belpointe Asset Management
Nevada
$1.77M +$1.77M +70,518 New
CWA
41
Centennial Wealth Advisory
Michigan
$1.68M +$231K +9,204 +16%
HCM
42
Howard Capital Management
Georgia
$1.65M +$363K +14,456 +28%
CHJWM
43
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.62M +$912K +36,350 +128%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$1.59M +$441K +17,561 +38%
Osaic Holdings
45
Osaic Holdings
Arizona
$1.57M +$214K +8,531 +16%
MFG
46
Merit Financial Group
Georgia
$1.56M -$716K -28,504 -31%
DC
47
Davenport & Co
Virginia
$1.4M – – –
BFG
48
Beacon Financial Group
Texas
$1.39M – – –
SWM
49
Segment Wealth Management
Texas
$1.35M +$1M +40,000 +288%
PWS
50
Private Wealth Strategies
Ohio
$1.31M -$2.24M -90,791 -63%
1
2
3 4 5