USFR

WisdomTree Bloomberg Floating Rate Treasury Fund

Delisted

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

150 hedge funds and large institutions have $1.5B invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 42 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+20
Holders Change %
+15.38%
% of All Funds
2.32%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
33
Increased
42
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
76
Belpointe Asset Management
Nevada
$517K -$770K -30,657 -60%
VWA
77
VERITY Wealth Advisors
United States
$507K -$97.4K -3,884 -16%
CRWM
78
Castle Rock Wealth Management
California
$502K
Vontobel Holding
79
Vontobel Holding
Switzerland
$500K
NWM
80
Northwest Wealth Management
Iowa
$441K -$91.2K -3,637 -17%
IHL
81
Investment House LLC
California
$441K
CCG
82
Cypress Capital Group
Florida
$435K -$638K -25,390 -59%
WWM
83
Wolff Wiese Magana
California
$428K +$331K +13,218 +342%
VBFP
84
Valtinson Bruner Financial Planning
Minnesota
$398K -$34K -1,355 -8%
SFS
85
Sowell Financial Services
Arkansas
$397K
CAG
86
Csenge Advisory Group
Florida
$385K +$138K +5,483 +56%
MFG
87
Merit Financial Group
Georgia
$378K -$200K -7,986 -35%
Citadel Advisors
88
Citadel Advisors
Florida
$373K -$3.46M -137,815 -90%
TW
89
TrinityPoint Wealth
Connecticut
$370K +$370K +14,754 New
CA
90
Cetera Advisors
Colorado
$359K -$20.4K -811 -5%
SWM
91
Spire Wealth Management
Virginia
$344K +$205K +8,184 +148%
AWA
92
Arkadios Wealth Advisors
Georgia
$338K -$240K -9,587 -42%
William Blair & Company
93
William Blair & Company
Illinois
$330K -$243K -9,682 -42%
QCM
94
Quest Capital Management
Texas
$329K -$1.82M -72,617 -85%
IAN
95
Integrated Advisors Network
Texas
$321K -$7.52K -300 -2%
RA
96
RFG Advisory
Alabama
$320K +$66.9K +2,670 +26%
TF
97
Trek Financial
Arizona
$316K +$9.59K +382 +3%
CFA
98
Carroll Financial Associates
North Carolina
$314K +$224K +8,942 +249%
SPIA
99
Steward Partners Investment Advisory
New York
$304K
PCWA
100
Pacific Capital Wealth Advisors
California
$301K