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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141 hedge funds and large institutions have $898M invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-4
Holders Change %
-2.76%
% of All Funds
2.9%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.18%
New
13
Increased
47
Reduced
70
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$28.7M
2
Wells Fargo
Wells Fargo
California
+$17.5M
3
RW
RVW Wealth
California
+$4.44M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.24M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.17M

Top Sellers

1
SEIA
Signature Estate & Investment Advisors
California
-$68.2M
2
AAS
Avantax Advisory Services
Texas
-$33.2M
3
FHC
First Heartland Consultants
Missouri
-$23.4M
4
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
-$15.2M
5
Bank of America
Bank of America
North Carolina
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
51
CWH Capital Management
Washington
$1.47M +$1.98K +79 +0.1%
Deutsche Bank
52
Deutsche Bank
Germany
$1.42M +$802K +31,929 +130%
Osaic Holdings
53
Osaic Holdings
Arizona
$1.41M -$1.74M -69,517 -55%
FHC
54
First Heartland Consultants
Missouri
$1.41M -$23.4M -930,202 -94%
IHL
55
Investment House LLC
California
$1.39M -$1.58K -63 -0.1%
DC
56
Davenport & Co
Virginia
$1.37M – – –
SFS
57
Sowell Financial Services
Arkansas
$1.36M +$32K +1,272 +2%
CCMW
58
Cypress Capital Management (Wyoming)
Wyoming
$1.35M +$7.91K +315 +0.6%
AWM
59
Argent Wealth Management
Massachusetts
$1.28M -$1.41M -55,995 -52%
OC
60
Oarsman Capital
Wisconsin
$1.26M +$208K +8,272 +20%
Truist Financial
61
Truist Financial
North Carolina
$1.23M -$310K -12,332 -20%
SC
62
Savant Capital
Illinois
$1.21M -$21.6K -859 -2%
PA
63
PFG Advisors
Arizona
$1.2M -$152K -6,053 -11%
Stifel Financial
64
Stifel Financial
Missouri
$1.16M +$685K +27,262 +145%
S
65
Surevest
California
$1.14M -$208K -8,294 -15%
ONST
66
Old North State Trust
North Carolina
$981K -$7.11K -283 -0.7%
VWA
67
VERITY Wealth Advisors
United States
$960K +$151 +6 +0%
SPIA
68
Steward Partners Investment Advisory
New York
$955K -$9.09M -361,659 -90%
HCM
69
Howard Capital Management
Georgia
$940K -$6.48M -257,702 -87%
BIA
70
Barry Investment Advisors
Massachusetts
$879K -$75 -3 -0%
LWANC
71
Laurel Wealth Advisors (North Carolina)
North Carolina
$834K +$39.9K +1,590 +5%
TWM
72
Titus Wealth Management
California
$788K +$418K +16,625 +113%
VBFP
73
Valtinson Bruner Financial Planning
Minnesota
$714K – – –
TAM
74
Townsend Asset Management
North Carolina
$665K -$16.1K -640 -2%
FAAS
75
First Allied Advisory Services
California
$655K -$4.48M -178,238 -87%
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