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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136 hedge funds and large institutions have $1.1B invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+12
Holders Change %
+9.68%
% of All Funds
2.69%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.28%
New
26
Increased
57
Reduced
42
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JCM
Janney Capital Management
Pennsylvania
+$27.4M
2
SWP
Stratos Wealth Partners
Ohio
+$23.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$15.8M
4
CCA
Clearwater Capital Advisors
Illinois
+$9.64M
5
JFA
Johanson Financial Advisors
California
+$8.84M

Top Sellers

1
CCM
CWH Capital Management
Washington
-$19M
2
Bank of America
Bank of America
North Carolina
-$13M
3
HighTower Advisors
HighTower Advisors
Illinois
-$4.34M
4
RJA
Raymond James & Associates
Florida
-$4.16M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
76
VERITY Wealth Advisors
United States
$957K -$608K -24,252 -39%
CA
77
Cetera Advisors
Colorado
$943K +$569K +22,699 +152%
LWANC
78
Laurel Wealth Advisors (North Carolina)
North Carolina
$925K +$197K +7,850 +27%
WWM
79
Windsor Wealth Management
Indiana
$896K +$896K +35,752 New
ONST
80
Old North State Trust
North Carolina
$894K +$894K +35,670 New
BIA
81
Barry Investment Advisors
Massachusetts
$878K -$1.13K -45 -0.1%
NWM
82
Northwest Wealth Management
Iowa
$830K -$540K -21,557 -39%
HCA
83
Harbour Capital Advisors
Virginia
$830K -$309K -12,350 -27%
NA
84
Nottingham Advisors
New York
$810K -$8.52K -340 -1%
Citigroup
85
Citigroup
New York
$756K +$190K +7,586 +34%
TAM
86
Townsend Asset Management
North Carolina
$731K +$731K +29,163 New
VBFP
87
Valtinson Bruner Financial Planning
Minnesota
$718K -$47.8K -1,908 -6%
LWAC
88
Laurel Wealth Advisors (California)
California
$619K +$188K +7,513 +44%
RA
89
RFG Advisory
Alabama
$618K +$76.8K +3,062 +14%
JWCA
90
J.W. Cole Advisors
Florida
$572K +$572K +22,814 New
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$546K -$568K – –
BEC
92
Blue Edge Capital
Virginia
$520K +$2.23K +89 +0.4%
CHJWM
93
Carlton Hofferkamp & Jenks Wealth Management
Texas
$512K +$5.37K +214 +1%
SKK
94
Shepherd Kaplan Krochuk
Massachusetts
$493K +$62.4K +2,490 +14%
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$478K +$433K +173,178 +972%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$462K -$4.31K -172 -0.9%
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$449K -$79.7K -3,185 -15%
MA
98
MCF Advisors
Kentucky
$377K -$9.33K -372 -2%
LC
99
Landaas & Company
Wisconsin
$371K -$336K -13,386 -48%
TWM
100
Titus Wealth Management
California
$356K -$30K -1,200 -8%
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4
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