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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142 hedge funds and large institutions have $640M invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 34 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+12
Holders Change %
+9.23%
% of All Funds
2.52%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
28
Increased
34
Reduced
67
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSPIA
Cary Street Partners Investment Advisory
Virginia
$10.2M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$19.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.51M
4
Citadel Advisors
Citadel Advisors
Florida
$5.18M
5
Jane Street
Jane Street
New York
$4.25M

Top Sellers

1
MFG
Merit Financial Group
Georgia
$2.28M
2
CCA
Clearwater Capital Advisors
Illinois
$0
3
UBS Group
UBS Group
Switzerland
$24.4M
4
UIC
Uniplan Investment Counsel
Wisconsin
$0
5
AW
ACG Wealth
Georgia
$5.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$1.36M +$239K +9,510 +21%
HCM
52
Howard Capital Management
Georgia
$1.29M +$333K +13,257 +35%
TWM
53
Titus Wealth Management
California
$1.23M +$150K +5,970 +14%
FTUS
54
Flow Traders U.S.
New York
$1.22M +$1.22M +48,767 New
Citigroup
55
Citigroup
New York
$1.18M -$395K -15,734 -25%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$1.15M -$168K -6,697 -13%
HFS
57
Horizon Financial Services
North Carolina
$1.13M +$31.2K +1,244 +3%
CCM
58
CWH Capital Management
Washington
$1.08M -$344K -13,716 -24%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$1.01M +$1.01M +40,170 New
IA
60
IFP Advisors
Florida
$997K +$189K +7,535 +23%
CAN
61
Cetera Advisor Networks
California
$969K -$18.2K -725 -2%
VWA
62
VERITY Wealth Advisors
United States
$960K +$100 +4 +0%
IA
63
Insight Advisors
Pennsylvania
$946K +$946K +37,694 New
IA
64
IFG Advisory
Georgia
$922K +$285K +11,363 +45%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$913K -$1.61M -64,000 -64%
BIA
66
Barry Investment Advisors
Massachusetts
$838K -$10.6K -422 -1%
SC
67
Savant Capital
Illinois
$827K +$11.5K +456 +1%
LWANC
68
Laurel Wealth Advisors (North Carolina)
North Carolina
$806K -$29.1K -1,160 -3%
SEIA
69
Signature Estate & Investment Advisors
California
$755K -$294K -11,710 -28%
Truist Financial
70
Truist Financial
North Carolina
$752K -$255K -10,156 -25%
Deutsche Bank
71
Deutsche Bank
Germany
$716K -$539K -21,477 -43%
VBFP
72
Valtinson Bruner Financial Planning
Minnesota
$713K – – –
CHJWM
73
Carlton Hofferkamp & Jenks Wealth Management
Texas
$712K +$206K +8,200 +41%
AWA
74
Arkadios Wealth Advisors
Georgia
$697K +$697K +27,772 New
B
75
Bellecapital
Switzerland
$628K +$628K +25,000 New
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