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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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
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$404M
2
RBA
Richard Bernstein Advisors
New York
+$276M
3
Ameriprise
Ameriprise
Minnesota
+$172M
4
SEIA
Signature Estate & Investment Advisors
California
+$141M
5
Morgan Stanley
Morgan Stanley
New York
+$61.5M

Top Sellers

1
VBFP
Valtinson Bruner Financial Planning
Minnesota
-$31.7M
2
CWSR
Chessman Wealth Strategies RIA
Texas
-$10.3M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$6.23M
4
DSN
D. Scott Neal
Kentucky
-$5.96M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$5.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
IHL
51
Investment House LLC
California
$1.56M – – –
GPWA
52
Great Point Wealth Advisors
Massachusetts
$1.52M +$1.52M +60,690 New
RRWA
53
Rainey & Randall Wealth Advisors
Florida
$1.48M -$66K -2,631 -4%
NWM
54
Northwest Wealth Management
Iowa
$1.38M +$331K +13,214 +32%
GBA
55
Garrison Bradford & Associates
New York
$1.37M +$1.37M +54,464 New
JFA
56
Johanson Financial Advisors
California
$1.24M +$64.1K +2,551 +5%
AIM
57
Advantage Investment Management
Iowa
$1.22M +$608K +24,223 +99%
SFM
58
Signet Financial Management
New Jersey
$1.2M +$5.67K +226 +0.5%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$1.14M +$340K +13,559 +43%
OC
60
Oarsman Capital
Wisconsin
$1.07M +$337K +13,436 +46%
VBFP
61
Valtinson Bruner Financial Planning
Minnesota
$982K -$31.7M -1,266,172 -97%
Stifel Financial
62
Stifel Financial
Missouri
$935K -$73.9K -2,961 -7%
AF
63
Advisornet Financial
Minnesota
$879K -$1.24M -49,568 -59%
LFG
64
LifePlan Financial Group
Ohio
$849K +$75.6K +3,015 +10%
BIA
65
Barry Investment Advisors
Massachusetts
$824K +$111K +4,426 +16%
RA
66
RFG Advisory
Alabama
$752K +$752K +29,806 New
CHJWM
67
Carlton Hofferkamp & Jenks Wealth Management
Texas
$717K – – –
WPSG
68
Wealth & Pension Services Group
Georgia
$660K +$660K +26,299 New
TSS
69
Two Sigma Securities
New York
$660K +$660K +26,335 New
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$624K +$247K +9,860 +66%
FAAS
71
First Allied Advisory Services
California
$618K +$618K +24,501 New
Millennium Management
72
Millennium Management
New York
$617K +$617K +24,596 New
HFA
73
Huber Financial Advisors
Illinois
$520K +$320K +12,772 +160%
BEC
74
Blue Edge Capital
Virginia
$503K – – –
PA
75
Pinnacle Associates
New York
$475K -$236K -9,430 -33%
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