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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124 hedge funds and large institutions have $969M invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-1
Holders Change %
-0.8%
% of All Funds
2.72%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
21
Increased
46
Reduced
48
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UIC
Uniplan Investment Counsel
Wisconsin
+$15.9M
2
Morgan Stanley
Morgan Stanley
New York
+$11.2M
3
MFG
Merit Financial Group
Georgia
+$6.78M
4
UBS Group
UBS Group
Switzerland
+$5.94M
5
MIG
McGuire Investment Group
Rhode Island
+$5.86M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$400M
2
RBA
Richard Bernstein Advisors
New York
-$275M
3
Ameriprise
Ameriprise
Minnesota
-$168M
4
SEIA
Signature Estate & Investment Advisors
California
-$96.8M
5
JCM
Janney Capital Management
Pennsylvania
-$44M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$1.5M +$153K +6,112 +11%
IHL
52
Investment House LLC
California
$1.45M -$110K -4,392 -7%
GPWA
53
Great Point Wealth Advisors
Massachusetts
$1.44M -$727K -29,035 -34%
SFS
54
Sowell Financial Services
Arkansas
$1.39M +$1.39M +55,387 New
NWM
55
Northwest Wealth Management
Iowa
$1.37M +$17.7K +705 +1%
Jane Street
56
Jane Street
New York
$1.27M -$2.06M -82,343 -62%
JFM
57
Jackson Financial Management
California
$1.26M +$1.26M +50,300 New
CCG
58
Cypress Capital Group
Florida
$1.16M +$1.16M +46,300 New
OC
59
Oarsman Capital
Wisconsin
$1.16M +$76.6K +3,060 +7%
HCA
60
Harbour Capital Advisors
Virginia
$1.14M +$443K +17,700 +64%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$1.09M +$789K +31,509 +267%
VWM
62
Venturi Wealth Management
Texas
$1.07M -$1.33M -53,211 -55%
SFM
63
Signet Financial Management
New Jersey
$1.01M -$121K -4,842 -11%
AIM
64
Advantage Investment Management
Iowa
$970K -$138K -5,520 -12%
MFG
65
Magnus Financial Group
New York
$914K -$496K -19,800 -35%
BIA
66
Barry Investment Advisors
Massachusetts
$878K +$54.2K +2,164 +7%
NA
67
Nottingham Advisors
New York
$818K -$1.74M -69,263 -68%
VBFP
68
Valtinson Bruner Financial Planning
Minnesota
$765K -$79K -3,156 -9%
LWANC
69
Laurel Wealth Advisors (North Carolina)
North Carolina
$728K +$53.3K +2,130 +8%
LC
70
Landaas & Company
Wisconsin
$706K -$939K -37,454 -57%
HFA
71
Huber Financial Advisors
Illinois
$691K +$351K +14,012 +103%
WPSG
72
Wealth & Pension Services Group
Georgia
$602K -$59.9K -2,391 -9%
JFA
73
Johanson Financial Advisors
California
$579K -$351K -13,960 -38%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$568K -$514K – –
Citigroup
75
Citigroup
New York
$566K -$16.2K -646 -3%
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