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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145 hedge funds and large institutions have $1.06B invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+9
Holders Change %
+6.62%
% of All Funds
3.2%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.29%
New
25
Increased
44
Reduced
66
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$33.7M
2
FHC
First Heartland Consultants
Missouri
+$24.8M
3
LFA
Legend Financial Advisors
Pennsylvania
+$22.6M
4
Morgan Stanley
Morgan Stanley
New York
+$14.9M
5
LPL Financial
LPL Financial
California
+$14.1M

Top Sellers

1
SEIA
Signature Estate & Investment Advisors
California
-$46.7M
2
PWMG
Prestige Wealth Management Group
New Jersey
-$35.8M
3
SWP
Stratos Wealth Partners
Ohio
-$32.5M
4
G
GenTrust
Florida
-$17.7M
5
AAM
Ameraudi Asset Management
New York
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
76
VERITY Wealth Advisors
United States
$960K +$854 +34 +0.1%
BIA
77
Barry Investment Advisors
Massachusetts
$879K -$402 -16 -0%
NA
78
Nottingham Advisors
New York
$818K +$6.9K +275 +0.9%
LWANC
79
Laurel Wealth Advisors (North Carolina)
North Carolina
$794K -$134K -5,320 -14%
HCA
80
Harbour Capital Advisors
Virginia
$769K -$63.1K -2,512 -8%
CAN
81
Cetera Advisor Networks
California
$747K +$394K +15,695 +112%
VBFP
82
Valtinson Bruner Financial Planning
Minnesota
$713K -$5.97K -238 -0.8%
TAM
83
Townsend Asset Management
North Carolina
$681K -$51.7K -2,057 -7%
CA
84
Cetera Advisors
Colorado
$648K -$296K -11,800 -31%
Deutsche Bank
85
Deutsche Bank
Germany
$616K +$597K +23,782 +3,218%
SFM
86
Signet Financial Management
New Jersey
$566K -$448K -17,849 -44%
NWM
87
Northwest Wealth Management
Iowa
$549K -$283K -11,255 -34%
CHJWM
88
Carlton Hofferkamp & Jenks Wealth Management
Texas
$510K -$3.14K -125 -0.6%
SKK
89
Shepherd Kaplan Krochuk
Massachusetts
$494K – – –
WWM
90
Windsor Wealth Management
Indiana
$484K -$414K -16,491 -46%
Stifel Financial
91
Stifel Financial
Missouri
$474K -$1.01M -40,254 -68%
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$452K -$11K -438 -2%
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$444K -$6.3K -251 -1%
CFA
94
Carroll Financial Associates
North Carolina
$420K +$240K +9,548 +133%
GPWA
95
Great Point Wealth Advisors
Massachusetts
$379K -$1.05M -41,964 -74%
MA
96
MCF Advisors
Kentucky
$373K -$4.7K -187 -1%
TWM
97
Titus Wealth Management
California
$370K +$12.6K +500 +4%
LFGH
98
Lee Financial Group Hawaii
Hawaii
$365K +$365K +14,547 New
BCM
99
Brookstone Capital Management
Illinois
$356K +$356K +14,188 New
CPA
100
Capital Planning Advisors
California
$352K -$10.3M -409,553 -97%
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4
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