USFR

WisdomTree Bloomberg Floating Rate Treasury Fund
USFR

Overview Fund Activity
Delisted

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

Back to rankings

142 hedge funds and large institutions have $640M invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 34 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+12
Holders Change %
+9.23%
% of All Funds
2.52%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
28
Increased
34
Reduced
67
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSPIA
Cary Street Partners Investment Advisory
Virginia
$10.2M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$19.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.51M
4
Citadel Advisors
Citadel Advisors
Florida
$5.18M
5
Jane Street
Jane Street
New York
$4.25M

Top Sellers

1
MFG
Merit Financial Group
Georgia
$2.28M
2
CCA
Clearwater Capital Advisors
Illinois
$0
3
UBS Group
UBS Group
Switzerland
$24.4M
4
UIC
Uniplan Investment Counsel
Wisconsin
$0
5
AW
ACG Wealth
Georgia
$5.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
76
Carroll Financial Associates
North Carolina
$623K -$283K -11,298 -31%
NWM
77
Northwest Wealth Management
Iowa
$605K +$6.28K +250 +1%
ACM
78
Advisors Capital Management
New Jersey
$596K +$596K +23,778 New
NA
79
Nottingham Advisors
New York
$591K -$133K -5,302 -18%
WWM
80
Western Wealth Management
Colorado
$586K +$1.26K +50 +0.2%
Stifel Financial
81
Stifel Financial
Missouri
$585K -$261K -10,417 -31%
TAM
82
Townsend Asset Management
North Carolina
$577K -$49.9K -1,990 -8%
JWCA
83
J.W. Cole Advisors
Florida
$573K +$573K +22,814 New
VWM
84
Venturi Wealth Management
Texas
$570K -$20.1K -800 -3%
CA
85
Cetera Advisors
Colorado
$567K -$44.2K -1,760 -7%
IAN
86
Integrated Advisors Network
Texas
$565K -$274K -10,900 -33%
SKK
87
Shepherd Kaplan Krochuk
Massachusetts
$543K +$112K +4,460 +26%
CSPAM
88
Cary Street Partners Asset Management
Virginia
$536K +$536K +21,335 New
PA
89
Pinnacle Associates
New York
$527K -$146K -5,834 -22%
PWMAG
90
Pinnacle Wealth Management Advisory Group
New Jersey
$527K -$146K -5,834 -22%
MFG
91
Magnus Financial Group
New York
$442K -$12.5K -499 -3%
JWM
92
Jackson Wealth Management
Florida
$440K +$778 +31 +0.2%
PFGIA
93
Patriot Financial Group Insurance Agency
Massachusetts
$428K -$62.7K -2,497 -13%
SPIA
94
Steward Partners Investment Advisory
New York
$411K -$141K -5,640 -26%
KPWS
95
Kestra Private Wealth Services
Texas
$400K -$400K -15,927 -50%
TI
96
Truepoint Inc
Ohio
$392K +$392K +7,803 New
LFF
97
Level Four Financial
Texas
$377K +$377K +15,018 New
BCI
98
Brinker Capital Investments
Pennsylvania
$359K – – –
SWM
99
Segment Wealth Management
Texas
$349K +$27.6K +1,100 +9%
MIAN
100
Mariner Independent Advisor Network
Kansas
$339K +$339K +13,497 New
2 3
4
5 6