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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92 hedge funds and large institutions have $613M invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+35
Holders Change %
+61.4%
% of All Funds
2.05%
Holding in Top 10
13
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+550%
% of All Funds
0.29%
New
42
Increased
34
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$120M
2
MFG
Merit Financial Group
Georgia
$64.5M
3
SEIA
Signature Estate & Investment Advisors
California
$55.8M
4
JCM
Janney Capital Management
Pennsylvania
$48.2M
5
Morgan Stanley
Morgan Stanley
New York
$27.9M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
$0
2
PAG
Private Advisor Group
New Jersey
$0
3
Jane Street
Jane Street
New York
$712K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$800K
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
76
WealthSource Partners
California
$201K +$201K +8,026 New
HFA
77
Huber Financial Advisors
Illinois
$200K +$200K +7,975 New
US Bancorp
78
US Bancorp
Minnesota
$168K +$168K +6,681 New
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$138K +$138K +5,500 New
CWA
80
Clarus Wealth Advisors
Arizona
$132K – – –
UBS Group
81
UBS Group
Switzerland
$125K -$31.1K -1,243 -20%
LYV
82
Live Your Vision
Pennsylvania
$125K +$24.7K +986 +25%
PFGIA
83
Patriot Financial Group Insurance Agency
Massachusetts
$114K +$104K +4,126 +1,029%
NFG
84
Next Financial Group
Texas
$110K +$110K +4,379 New
FA
85
Fortis Advisors
Pennsylvania
$101K +$652 +26 +0.6%
CB
86
Community Bank
New York
$51K -$12.5K -500 -20%
OIA
87
OneDigital Investment Advisors
Kansas
$47K +$47K +1,881 New
IA
88
IFP Advisors
Florida
$25K +$125 +5 +0.5%
William Blair & Company
89
William Blair & Company
Illinois
$19K +$19K +750 New
GTAM
90
Global Trust Asset Management
Florida
$17K -$1.53K -60 -8%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$1K +$1K +48 New
3AM
92
3EDGE Asset Management
Florida
– -$19.2M -766,900 Closed
PAG
93
Private Advisor Group
New Jersey
– -$6.06M -241,532 Closed
Citadel Advisors
94
Citadel Advisors
Florida
– -$2.79M -111,092 Closed
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
– -$2.1M -83,776 Closed
VF
96
Virtu Financial
New York
– -$1M -39,903 Closed
FTUS
97
Flow Traders U.S.
New York
– -$979K -39,031 Closed
Goldman Sachs
98
Goldman Sachs
New York
– -$233K -9,281 Closed
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