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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125 hedge funds and large institutions have $1.95B invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
2.72%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.33%
New
21
Increased
53
Reduced
39
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$23.2M
2
SWP
Stratos Wealth Partners
Ohio
+$13.7M
3
SEIA
Signature Estate & Investment Advisors
California
+$10.1M
4
HighTower Advisors
HighTower Advisors
Illinois
+$4.82M
5
RBA
Richard Bernstein Advisors
New York
+$4.64M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$2.66M
2
REMPR
Roof Eidam Maycock Peralta (REMP)
California
-$2.6M
3
VWM
Venturi Wealth Management
Texas
-$2.22M
4
Bank of America
Bank of America
North Carolina
-$2.17M
5
AIC
Ameritas Investment Company
Nebraska
-$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
51
Surevest
California
$2M -$455K -18,156 -19%
LC
52
Landaas & Company
Wisconsin
$1.65M -$1.15M -45,864 -41%
VWA
53
VERITY Wealth Advisors
United States
$1.56M -$403K -16,064 -20%
IHL
54
Investment House LLC
California
$1.56M – – –
GBA
55
Garrison Bradford & Associates
New York
$1.43M +$59.4K +2,369 +4%
MFG
56
Magnus Financial Group
New York
$1.41M +$1.41M +56,275 New
NWM
57
Northwest Wealth Management
Iowa
$1.35M -$23.5K -938 -2%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$1.35M +$212K +8,469 +19%
WP
59
WealthSource Partners
California
$1.31M +$868K +34,623 +199%
SFM
60
Signet Financial Management
New Jersey
$1.13M -$66.9K -2,670 -6%
AIM
61
Advantage Investment Management
Iowa
$1.11M -$110K -4,376 -9%
OC
62
Oarsman Capital
Wisconsin
$1.08M +$9.63K +384 +0.9%
AG
63
Advisor Group
Arizona
$1M -$1.04M -41,675 -51%
JFA
64
Johanson Financial Advisors
California
$928K -$314K -12,527 -25%
CA
65
Cetera Advisors
Colorado
$849K +$849K +33,775 New
VBFP
66
Valtinson Bruner Financial Planning
Minnesota
$845K -$137K -5,451 -14%
BIA
67
Barry Investment Advisors
Massachusetts
$825K +$1.15K +46 +0.1%
CHJWM
68
Carlton Hofferkamp & Jenks Wealth Management
Texas
$707K -$9.53K -380 -1%
HCA
69
Harbour Capital Advisors
Virginia
$697K +$456K +18,185 +189%
LWANC
70
Laurel Wealth Advisors (North Carolina)
North Carolina
$676K +$538K +21,450 +390%
WPSG
71
Wealth & Pension Services Group
Georgia
$662K +$2.83K +113 +0.4%
LFPWM
72
Leicht Financial Planning & Wealth Management
New Jersey
$648K +$648K +25,840 New
FAAS
73
First Allied Advisory Services
California
$592K -$22.2K -884 -4%
Citigroup
74
Citigroup
New York
$582K +$116K +4,640 +25%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$514K -$321K – –
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