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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135 hedge funds and large institutions have $595M invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 56 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
-7
Holders Change %
-4.93%
% of All Funds
2.38%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
16
Increased
37
Reduced
56
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VWM
Venturi Wealth Management
Texas
+$61.7M
2
TM
Titan Managers
Arizona
+$15.5M
3
AWM
AE Wealth Management
Kansas
+$7.53M
4
JWM
Jackson Wealth Management
Florida
+$7.5M
5
LAS
Lloyd Advisory Services
Georgia
+$2.62M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$59.1M
2
Wells Fargo
Wells Fargo
California
-$23.1M
3
Bank of America
Bank of America
North Carolina
-$17.5M
4
SS
Simplicity Solutions
Minnesota
-$7.71M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
IHL
51
Investment House LLC
California
$1.31M -$105K -4,178 -7%
Stifel Financial
52
Stifel Financial
Missouri
$1.21M +$629K +25,050 +107%
LWAC
53
Laurel Wealth Advisors (California)
California
$1.19M -$167K -6,643 -12%
HFS
54
Horizon Financial Services
North Carolina
$1.15M +$15.4K +612 +1%
William Blair & Company
55
William Blair & Company
Illinois
$1.06M -$923K -36,767 -47%
CCG
56
Cypress Capital Group
Florida
$1.04M -$555K -22,100 -35%
Citigroup
57
Citigroup
New York
$1.02M -$158K -6,300 -13%
SPIA
58
Steward Partners Investment Advisory
New York
$975K +$563K +22,433 +137%
VWA
59
VERITY Wealth Advisors
United States
$960K – – –
IA
60
Insight Advisors
Pennsylvania
$947K +$502 +20 +0.1%
CSPAM
61
Cary Street Partners Asset Management
Virginia
$928K +$393K +15,651 +73%
AWA
62
Arkadios Wealth Advisors
Georgia
$868K +$171K +6,809 +25%
SC
63
Savant Capital
Illinois
$827K – – –
LWANC
64
Laurel Wealth Advisors (North Carolina)
North Carolina
$796K -$10K -400 -1%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$789K -$219K -8,724 -22%
BIA
66
Barry Investment Advisors
Massachusetts
$784K -$53.8K -2,142 -6%
TWM
67
Titus Wealth Management
California
$774K -$456K -18,164 -37%
FTUS
68
Flow Traders U.S.
New York
$770K -$454K -18,084 -37%
IA
69
IFP Advisors
Florida
$733K -$261K -10,456 -26%
CA
70
Cetera Advisors
Colorado
$704K +$137K +5,460 +24%
Deutsche Bank
71
Deutsche Bank
Germany
$658K -$57.7K -2,300 -8%
NWM
72
Northwest Wealth Management
Iowa
$609K +$3.84K +153 +0.6%
JWCA
73
J.W. Cole Advisors
Florida
$573K – – –
NA
74
Nottingham Advisors
New York
$566K -$25.1K -1,000 -4%
IAN
75
Integrated Advisors Network
Texas
$565K – – –
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