USFR

WisdomTree Bloomberg Floating Rate Treasury Fund

Delisted

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

126 hedge funds and large institutions have $1.86B invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2019 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+34
Holders Change %
+36.96%
% of All Funds
2.73%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.33%
New
43
Increased
43
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$155K +$17.1K +680 +12%
RCG
102
Ruggie Capital Group
Florida
$150K -$3.38M -134,504 -96%
LTFS
103
Ladenburg Thalmann Financial Services
Florida
$149K -$5.12M -203,641 -97%
LWANC
104
Laurel Wealth Advisors (North Carolina)
North Carolina
$138K +$138K +5,500 New
WAS
105
Winch Advisory Services
Wisconsin
$136K -$1.32M -52,665 -91%
CWA
106
Clarus Wealth Advisors
Arizona
$133K +$1.26K +50 +1%
LYV
107
Live Your Vision
Pennsylvania
$125K
FA
108
Fortis Advisors
Pennsylvania
$101K +$350 +14 +0.3%
JPMorgan Chase & Co
109
JPMorgan Chase & Co
New York
$93K +$93K +3,697 New
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$78K +$78K +3,097 New
US Bancorp
111
US Bancorp
Minnesota
$72K -$95.9K -3,816 -57%
CB
112
Community Bank
New York
$51K
RCAG
113
Rehmann Capital Advisory Group
Michigan
$50.5K +$50.5K +2,014 New
OIA
114
OneDigital Investment Advisors
Kansas
$47K +$149 +6 +0.3%
PW
115
Price Wealth
Texas
$45K +$45K +1,787 New
OIA
116
Optimum Investment Advisors
Illinois
$40K +$40K +1,600 New
IFAM
117
Institutional & Family Asset Management
Colorado
$37K +$37K +1,483 New
CIAS
118
Capital Investment Advisory Services
North Carolina
$35K +$35K +1,400 New
IA
119
IFP Advisors
Florida
$25K +$124 +5 +0.5%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$18K +$18K +716 New
GTAM
121
Global Trust Asset Management
Florida
$17K
RFM
122
Royal Fund Management
Florida
$14K -$2.68M -112,764 -99%
S
123
SignatureFD
Georgia
$10K +$10K +391 New
GWM
124
Geneos Wealth Management
Colorado
$10K +$10K +434 New
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$7K -$6.23M -232,247 -100%