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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130 hedge funds and large institutions have $681M invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-4
Holders Change %
-2.99%
% of All Funds
2.28%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
15
Increased
42
Reduced
49
Closed
16
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K

Top Buyers

1
EH
Equitable Holdings
New York
$10.6M
2
TCA
Transcend Capital Advisors
New Jersey
$5.31M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$46.5M
4
RBA
Richard Bernstein Advisors
New York
$95.4M
5
Citadel Advisors
Citadel Advisors
Florida
$3.83M

Top Sellers

1
APA
American Portfolios Advisors
New York
$28K
2
KAS
Kestra Advisory Services
Texas
$1.64M
3
VWM
Venturi Wealth Management
Texas
$3.58M
4
Wells Fargo
Wells Fargo
California
$11.2M
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CRWM
76
Castle Rock Wealth Management
California
$502K – – –
Vontobel Holding
77
Vontobel Holding
Switzerland
$500K – – –
IHL
78
Investment House LLC
California
$441K – – –
VBFP
79
Valtinson Bruner Financial Planning
Minnesota
$432K – – –
SFS
80
Sowell Financial Services
Arkansas
$397K – – –
LWP
81
Laurel Wealth Planning
Minnesota
$388K +$333K +13,280 +610%
CA
82
Cetera Advisors
Colorado
$379K -$327K -13,029 -46%
IAN
83
Integrated Advisors Network
Texas
$329K -$231K -9,200 -41%
PWMAG
84
Pinnacle Wealth Management Advisory Group
New Jersey
$323K -$5.82K -232 -2%
PA
85
Pinnacle Associates
New York
$323K -$5.82K -232 -2%
TF
86
Trek Financial
Arizona
$306K +$28K +1,117 +10%
TSS
87
Two Sigma Securities
New York
$306K +$306K +12,211 New
SPIA
88
Steward Partners Investment Advisory
New York
$304K -$52.7K -2,100 -15%
MWM
89
Madison Wealth Management
Ohio
$301K -$27.6K -1,100 -8%
PCWA
90
Pacific Capital Wealth Advisors
California
$301K – – –
KPWS
91
Kestra Private Wealth Services
Texas
$300K – – –
HCA
92
Harbour Capital Advisors
Virginia
$280K -$25.1K -1,000 -8%
LFA
93
Legend Financial Advisors
Pennsylvania
$257K +$2.99K +119 +1%
RA
94
RFG Advisory
Alabama
$254K +$16.5K +657 +7%
FHA
95
Flagship Harbor Advisors
Massachusetts
$250K – – –
CAG
96
Csenge Advisory Group
Florida
$247K -$138K -5,483 -36%
PWMG
97
Prestige Wealth Management Group
New Jersey
$243K – – –
FFA
98
First Foundation Advisors
California
$217K – – –
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$213K +$213K +8,468 New
WMA
100
Wealth Management Associates
New Jersey
$211K -$50.2K -2,000 -19%
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4
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