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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130 hedge funds and large institutions have $855M invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-11
Holders Change %
-7.8%
% of All Funds
2.63%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
9
Increased
41
Reduced
66
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
Merit Financial Group
Georgia
$149M
2
AAS
Avantax Advisory Services
Texas
$9.15M
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
$4.53M
4
Bank of America
Bank of America
North Carolina
$134M
5
SW
SkyOak Wealth
Michigan
$4.39M

Top Sellers

1
JCM
Janney Capital Management
Pennsylvania
$0
2
LFA
Legend Financial Advisors
Pennsylvania
$1.82M
3
W
Wealthquest
Ohio
$0
4
RW
RVW Wealth
California
$0
5
HighTower Advisors
HighTower Advisors
Illinois
$1.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
51
Oarsman Capital
Wisconsin
$1.28M +$15.4K +614 +1%
SFS
52
Sowell Financial Services
Arkansas
$1.26M -$96.8K -3,858 -7%
Deutsche Bank
53
Deutsche Bank
Germany
$1.26M -$162K -6,450 -11%
CAG
54
Csenge Advisory Group
Florida
$1.16M +$769K +30,631 +199%
Jane Street
55
Jane Street
New York
$1.15M +$941K +37,464 +454%
Osaic Holdings
56
Osaic Holdings
Arizona
$1.12M -$296K -11,794 -21%
HFS
57
Horizon Financial Services
North Carolina
$1.1M +$1.1M +43,751 New
TWM
58
Titus Wealth Management
California
$1.08M +$293K +11,670 +37%
SEIA
59
Signature Estate & Investment Advisors
California
$1.05M -$1.02M -40,580 -49%
Truist Financial
60
Truist Financial
North Carolina
$1.01M -$227K -9,037 -18%
CAN
61
Cetera Advisor Networks
California
$987K -$1.51M -60,065 -60%
VWA
62
VERITY Wealth Advisors
United States
$960K +$100 +4 +0%
HCM
63
Howard Capital Management
Georgia
$958K +$18.7K +746 +2%
CFA
64
Carroll Financial Associates
North Carolina
$907K -$2.34M -93,258 -72%
FHC
65
First Heartland Consultants
Missouri
$864K -$548K -21,803 -39%
BIA
66
Barry Investment Advisors
Massachusetts
$848K -$30.1K -1,199 -3%
Verition Fund Management
67
Verition Fund Management
Connecticut
$847K -$1.65M -65,739 -66%
Stifel Financial
68
Stifel Financial
Missouri
$847K -$311K -12,377 -27%
IAN
69
Integrated Advisors Network
Texas
$839K +$423K +16,850 +102%
LWANC
70
Laurel Wealth Advisors (North Carolina)
North Carolina
$835K +$1.51K +60 +0.2%
SC
71
Savant Capital
Illinois
$815K -$389K -15,518 -32%
IA
72
IFP Advisors
Florida
$809K +$588K +23,428 +266%
KPWS
73
Kestra Private Wealth Services
Texas
$800K +$800K +31,851 New
NA
74
Nottingham Advisors
New York
$724K -$84.6K -3,372 -10%
VBFP
75
Valtinson Bruner Financial Planning
Minnesota
$713K – – –
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