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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150 hedge funds and large institutions have $1.5B invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 42 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+20
Holders Change %
+15.38%
% of All Funds
2.32%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
33
Increased
42
Reduced
55
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$356M
2
RBA
Richard Bernstein Advisors
New York
+$222M
3
Ameriprise
Ameriprise
Minnesota
+$96.4M
4
VWM
Venturi Wealth Management
Texas
+$83.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.9M

Top Sellers

1
EH
Equitable Holdings
New York
-$10.6M
2
Morgan Stanley
Morgan Stanley
New York
-$8.72M
3
TM
Titan Managers
Arizona
-$8.48M
4
UAS
United Asset Strategies
New York
-$7.24M
5
UBS Group
UBS Group
Switzerland
-$5.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
51
Gladstone Institutional Advisory
Florida
$1.32M +$769K +30,654 +141%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$1.31M +$295K +11,749 +29%
PWS
53
Private Wealth Strategies
Ohio
$1.3M -$39.9K -1,622 -3%
BFG
54
Beacon Financial Group
Texas
$1.26M -$83.2K -3,315 -6%
VAS
55
Vestmark Advisory Solutions
Massachusetts
$1.17M +$1.17M +46,458 New
VC
56
Vicus Capital
Pennsylvania
$1.02M +$254K +10,103 +33%
1WM
57
1900 Wealth Management
Texas
$960K -$211K -8,410 -18%
National Bank of Canada
58
National Bank of Canada
Quebec, Canada
$797K +$797K +31,761 New
AWC
59
Adamsbrown Wealth Consultants
Kansas
$764K +$764K +30,452 New
NFG
60
Next Financial Group
Texas
$742K -$44K -1,755 -6%
CSPAM
61
Cary Street Partners Asset Management
Virginia
$736K -$334K -13,325 -31%
SC
62
Savant Capital
Illinois
$725K -$58.4K -2,326 -7%
Osaic Holdings
63
Osaic Holdings
Arizona
$720K -$253K -10,072 -26%
ACM
64
Advisors Capital Management
New Jersey
$720K +$25.7K +1,022 +4%
SKK
65
Shepherd Kaplan Krochuk
Massachusetts
$658K +$25.3K +1,010 +4%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$624K -$69.5K -2,770 -10%
BIA
67
Barry Investment Advisors
Massachusetts
$604K -$24.2K -964 -4%
IA
68
IFP Advisors
Florida
$595K +$5.58K +224 +0.9%
LWANC
69
Laurel Wealth Advisors (North Carolina)
North Carolina
$589K -$7.52K -300 -1%
MP
70
McDonald Partners
Ohio
$572K +$572K +22,805 New
ACM
71
Absolute Capital Management
Pennsylvania
$572K +$572K +22,805 New
Creative Planning
72
Creative Planning
Kansas
$572K +$572K +22,815 New
AAS
73
Ameritas Advisory Services
Nebraska
$566K +$566K +22,561 New
IA
74
Insight Advisors
Pennsylvania
$542K -$180K -7,181 -25%
JWCA
75
J.W. Cole Advisors
Florida
$537K +$537K +21,414 New
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