USFR

WisdomTree Bloomberg Floating Rate Treasury Fund

Delisted

USFR was delisted on the 15th of November, 2016.

124 hedge funds and large institutions have $969M invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-1
Holders Change %
-0.8%
% of All Funds
2.72%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
21
Increased
46
Reduced
48
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RA
76
RFG Advisory
Alabama
$541K -$2.77M -110,626 -84%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$529K +$71K +2,837 +16%
BEC
78
Blue Edge Capital
Virginia
$518K +$4.81K +192 +0.9%
CHJWM
79
Carlton Hofferkamp & Jenks Wealth Management
Texas
$506K -$200K -7,988 -28%
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$466K +$466K +18,618 New
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$446K +$166K +6,644 +59%
SKK
82
Shepherd Kaplan Krochuk
Massachusetts
$430K +$69.1K +2,760 +19%
LWAC
83
Laurel Wealth Advisors (California)
California
$430K +$101K +4,019 +31%
Allianz Asset Management
84
Allianz Asset Management
Germany
$418K +$418K +16,680 New
FAAS
85
First Allied Advisory Services
California
$388K -$209K -8,259 -35%
MA
86
MCF Advisors
Kentucky
$386K -$83.1K -3,318 -18%
TWM
87
Titus Wealth Management
California
$386K +$22.5K +901 +6%
CA
88
Cetera Advisors
Colorado
$374K -$474K -18,875 -56%
AG
89
Advisor Group
Arizona
$369K -$630K -25,173 -63%
FTUS
90
Flow Traders U.S.
New York
$367K -$86K -3,437 -19%
BCI
91
Brinker Capital Investments
Pennsylvania
$302K
WCG
92
Weaver Consulting Group
California
$278K
WP
93
WealthSource Partners
California
$231K -$1.07M -42,825 -82%
Stifel Financial
94
Stifel Financial
Missouri
$227K +$227K +9,000 New
SB
95
Suntrust Banks
Georgia
$224K -$30.2K -1,207 -12%
CAG
96
Csenge Advisory Group
Florida
$219K +$14.9K +594 +7%
LFG
97
LifePlan Financial Group
Ohio
$204K -$108K -4,316 -35%
SFSIG
98
San Francisco Sentry Investment Group
California
$175K
FHA
99
Flagship Harbor Advisors
Massachusetts
$125K +$25K +1,000 +25%
NFG
100
Next Financial Group
Texas
$121K