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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145 hedge funds and large institutions have $1.06B invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+9
Holders Change %
+6.62%
% of All Funds
3.2%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.29%
New
25
Increased
44
Reduced
66
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$33.7M
2
FHC
First Heartland Consultants
Missouri
+$24.8M
3
LFA
Legend Financial Advisors
Pennsylvania
+$22.6M
4
Morgan Stanley
Morgan Stanley
New York
+$14.9M
5
LPL Financial
LPL Financial
California
+$14.1M

Top Sellers

1
SEIA
Signature Estate & Investment Advisors
California
-$46.7M
2
PWMG
Prestige Wealth Management Group
New Jersey
-$35.8M
3
SWP
Stratos Wealth Partners
Ohio
-$32.5M
4
G
GenTrust
Florida
-$17.7M
5
AAM
Ameraudi Asset Management
New York
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
51
Waterloo Capital
Texas
$2.33M +$2.33M +92,860 New
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$2.33M +$850K +33,831 +57%
PP
53
Prudential plc
United Kingdom
$2.31M +$2.31M +92,000 New
FFC
54
Fure Financial Corporation
Minnesota
$2.24M -$121K -4,838 -5%
CWM
55
Cabot Wealth Management
Massachusetts
$2.21M -$2.65M -105,599 -55%
GBA
56
Garrison Bradford & Associates
New York
$2.19M -$29.3K -1,165 -1%
Citigroup
57
Citigroup
New York
$2.09M +$1.34M +53,240 +176%
AIC
58
Ameritas Investment Company
Nebraska
$1.95M +$25.4K +1,012 +1%
Citadel Advisors
59
Citadel Advisors
Florida
$1.78M -$755K -30,074 -30%
LWAC
60
Laurel Wealth Advisors (California)
California
$1.69M +$1.07M +42,457 +172%
Truist Financial
61
Truist Financial
North Carolina
$1.54M +$1.32M +52,527 +587%
MFG
62
Magnus Financial Group
New York
$1.52M -$767K -30,556 -34%
REMPR
63
Roof Eidam Maycock Peralta (REMP)
California
$1.47M -$447K -17,801 -23%
CCM
64
CWH Capital Management
Washington
$1.47M +$41.6K +1,658 +3%
IHL
65
Investment House LLC
California
$1.39M +$151 +6 +0%
DC
66
Davenport & Co
Virginia
$1.37M – – –
PA
67
PFG Advisors
Arizona
$1.36M -$1.93M -76,816 -59%
S
68
Surevest
California
$1.35M -$606K -24,145 -31%
CCMW
69
Cypress Capital Management (Wyoming)
Wyoming
$1.34M +$1.34M +53,500 New
SFS
70
Sowell Financial Services
Arkansas
$1.32M -$90.1K -3,589 -6%
VWM
71
Venturi Wealth Management
Texas
$1.25M +$3.99K +159 +0.3%
HFA
72
Huber Financial Advisors
Illinois
$1.23M -$182K -7,259 -13%
SC
73
Savant Capital
Illinois
$1.23M +$1.23M +48,852 New
OC
74
Oarsman Capital
Wisconsin
$1.05M -$143K -5,712 -12%
ONST
75
Old North State Trust
North Carolina
$988K +$92.3K +3,677 +10%
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