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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136 hedge funds and large institutions have $1.1B invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+12
Holders Change %
+9.68%
% of All Funds
2.69%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.28%
New
26
Increased
57
Reduced
42
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JCM
Janney Capital Management
Pennsylvania
+$27.4M
2
SWP
Stratos Wealth Partners
Ohio
+$23.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$15.8M
4
CCA
Clearwater Capital Advisors
Illinois
+$9.64M
5
JFA
Johanson Financial Advisors
California
+$8.84M

Top Sellers

1
CCM
CWH Capital Management
Washington
-$19M
2
Bank of America
Bank of America
North Carolina
-$13M
3
HighTower Advisors
HighTower Advisors
Illinois
-$4.34M
4
RJA
Raymond James & Associates
Florida
-$4.16M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$2.84M +$645K +25,745 +29%
NWS
52
Newport Wealth Strategies
California
$2.64M +$654K +26,086 +33%
Citadel Advisors
53
Citadel Advisors
Florida
$2.53M +$2.53M +101,033 New
JFM
54
Jackson Financial Management
California
$2.51M +$1.25M +50,000 +99%
FFC
55
Fure Financial Corporation
Minnesota
$2.35M +$2.35M +93,887 New
MFG
56
Magnus Financial Group
New York
$2.28M +$1.37M +54,658 +150%
GBA
57
Garrison Bradford & Associates
New York
$2.22M -$35K -1,398 -2%
CCG
58
Cypress Capital Group
Florida
$2.12M +$962K +38,400 +83%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$2.12M -$138K -5,516 -6%
Millennium Management
60
Millennium Management
New York
$2.08M -$276K -11,016 -12%
S
61
Surevest
California
$1.95M -$49.3K -1,967 -2%
AIC
62
Ameritas Investment Company
Nebraska
$1.92M +$1.88M +75,096 +5,248%
REMPR
63
Roof Eidam Maycock Peralta (REMP)
California
$1.91M -$2.78K -111 -0.1%
Stifel Financial
64
Stifel Financial
Missouri
$1.48M +$1.25M +50,104 +557%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$1.48M -$29.1K -1,160 -2%
GPWA
66
Great Point Wealth Advisors
Massachusetts
$1.43M -$12.5K -497 -0.9%
CCM
67
CWH Capital Management
Washington
$1.42M -$19M -758,046 -93%
SFS
68
Sowell Financial Services
Arkansas
$1.41M +$21.7K +867 +2%
HFA
69
Huber Financial Advisors
Illinois
$1.41M +$715K +28,546 +104%
IHL
70
Investment House LLC
California
$1.39M -$59.3K -2,366 -4%
DC
71
Davenport & Co
Virginia
$1.37M +$1.37M +54,600 New
VWM
72
Venturi Wealth Management
Texas
$1.24M +$170K +6,800 +16%
OC
73
Oarsman Capital
Wisconsin
$1.19M +$35.5K +1,418 +3%
FAAS
74
First Allied Advisory Services
California
$1.15M +$763K +30,406 +198%
SFM
75
Signet Financial Management
New Jersey
$1.01M +$827 +33 +0.1%
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