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 $681M invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-4
Holders Change %
-2.99%
% of All Funds
2.28%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
15
Increased
42
Reduced
49
Closed
16
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K

Top Buyers

1
EH
Equitable Holdings
New York
$10.6M
2
TCA
Transcend Capital Advisors
New Jersey
$5.31M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$46.5M
4
RBA
Richard Bernstein Advisors
New York
$95.4M
5
Citadel Advisors
Citadel Advisors
Florida
$3.83M

Top Sellers

1
APA
American Portfolios Advisors
New York
$28K
2
KAS
Kestra Advisory Services
Texas
$1.64M
3
VWM
Venturi Wealth Management
Texas
$3.58M
4
Wells Fargo
Wells Fargo
California
$11.2M
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPAM
51
Cary Street Partners Asset Management
Virginia
$1.07M -$128K -5,085 -11%
CCG
52
Cypress Capital Group
Florida
$1.07M – – –
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$1.01M +$226K +9,011 +29%
MML Investors Services
54
MML Investors Services
Massachusetts
$1M +$130K +5,185 +15%
Osaic Holdings
55
Osaic Holdings
Arizona
$972K -$224K -8,935 -19%
LWAC
56
Laurel Wealth Advisors (California)
California
$880K -$772K -30,740 -47%
SWP
57
Stratos Wealth Partners
Ohio
$822K -$352K -14,009 -30%
NFG
58
Next Financial Group
Texas
$787K +$736K +29,297 +1,436%
SC
59
Savant Capital
Illinois
$783K -$9.26K -369 -1%
VC
60
Vicus Capital
Pennsylvania
$764K +$21.4K +854 +3%
IA
61
Insight Advisors
Pennsylvania
$722K -$133K -5,311 -16%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$694K -$661K -26,348 -49%
ACM
63
Advisors Capital Management
New Jersey
$694K +$332K +13,214 +91%
SKK
64
Shepherd Kaplan Krochuk
Massachusetts
$633K -$12.5K -500 -2%
BIA
65
Barry Investment Advisors
Massachusetts
$628K -$38.6K -1,539 -6%
VWA
66
VERITY Wealth Advisors
United States
$605K – – –
LWANC
67
Laurel Wealth Advisors (North Carolina)
North Carolina
$597K -$32.6K -1,300 -5%
IA
68
IFP Advisors
Florida
$592K -$13.5K -538 -2%
MFG
69
Merit Financial Group
Georgia
$579K -$516K -20,533 -47%
AWA
70
Arkadios Wealth Advisors
Georgia
$578K -$64.1K -2,559 -10%
William Blair & Company
71
William Blair & Company
Illinois
$573K -$446K -17,750 -44%
PP
72
Patron Partners
Texas
$571K +$57.8K +2,308 +11%
GIA
73
Gladstone Institutional Advisory
Florida
$547K +$547K +21,792 New
NWM
74
Northwest Wealth Management
Iowa
$533K -$82.3K -3,280 -13%
Bank of Nova Scotia
75
Bank of Nova Scotia
Ontario, Canada
$515K +$515K +20,540 New
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