USFR

WisdomTree Bloomberg Floating Rate Treasury Fund

Delisted

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

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
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$1.01M +$39.7K +1,590 +4%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$800K -$3.06M -121,861 -79%
LFG
53
LifePlan Financial Group
Ohio
$773K +$249K +9,934 +48%
OC
54
Oarsman Capital
Wisconsin
$735K +$735K +29,321 New
CHJWM
55
Carlton Hofferkamp & Jenks Wealth Management
Texas
$716K +$45.7K +1,825 +7%
BIA
56
Barry Investment Advisors
Massachusetts
$713K +$308K +12,259 +76%
Jane Street
57
Jane Street
New York
$712K -$5.23M -208,317 -88%
PA
58
Pinnacle Associates
New York
$712K +$188K +7,500 +36%
PWMAG
59
Pinnacle Wealth Management Advisory Group
New Jersey
$712K +$188K +7,500 +36%
AWA
60
Arete Wealth Advisors
Illinois
$676K +$676K +26,958 New
PWM
61
Paulson Wealth Management
Illinois
$628K +$300K +11,977 +92%
AIM
62
Advantage Investment Management
Iowa
$612K +$612K +24,407 New
SKK
63
Shepherd Kaplan Krochuk
Massachusetts
$517K -$5.77K -230 -1%
BEC
64
Blue Edge Capital
Virginia
$503K
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$449K +$449K +17,903 New
DP
66
Denver PWM
Colorado
$406K +$406K +16,182 New
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$376K +$143K +5,732 +62%
CA
68
Cetera Advisors
Colorado
$351K +$351K +14,000 New
BSW
69
Buckingham Strategic Wealth
Missouri
$336K
LWAC
70
Laurel Wealth Advisors (California)
California
$319K +$319K +12,753 New
HFS
71
HL Financial Services
Kentucky
$313K +$313K +12,494 New
SB
72
Suntrust Banks
Georgia
$277K +$277K +11,040 New
BCI
73
Brinker Capital Investments
Pennsylvania
$217K +$217K +8,659 New
NEIRG
74
New England Investment & Retirement Group
Massachusetts
$205K +$205K +8,183 New
RFA
75
Reilly Financial Advisors
California
$201K -$50.3K -2,000 -20%