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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125 hedge funds and large institutions have $1.95B invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
2.72%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.33%
New
21
Increased
53
Reduced
39
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$23.2M
2
SWP
Stratos Wealth Partners
Ohio
+$13.7M
3
SEIA
Signature Estate & Investment Advisors
California
+$10.1M
4
HighTower Advisors
HighTower Advisors
Illinois
+$4.82M
5
RBA
Richard Bernstein Advisors
New York
+$4.64M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$2.66M
2
REMPR
Roof Eidam Maycock Peralta (REMP)
California
-$2.6M
3
VWM
Venturi Wealth Management
Texas
-$2.22M
4
Bank of America
Bank of America
North Carolina
-$2.17M
5
AIC
Ameritas Investment Company
Nebraska
-$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFSIG
101
San Francisco Sentry Investment Group
California
$175K – – –
CWA
102
Clarus Wealth Advisors
Arizona
$125K -$7.5K -300 -6%
NFG
103
Next Financial Group
Texas
$121K +$121K +4,827 New
CIA
104
Cascade Investment Advisors
Oregon
$120K +$120K +4,785 New
SPIA
105
Steward Partners Investment Advisory
New York
$115K +$115K +4,615 New
WAS
106
Winch Advisory Services
Wisconsin
$103K -$32.2K -1,287 -24%
FA
107
Fortis Advisors
Pennsylvania
$102K +$577 +23 +0.6%
FHA
108
Flagship Harbor Advisors
Massachusetts
$100K +$100K +4,000 New
US Bancorp
109
US Bancorp
Minnesota
$72K – – –
OIA
110
OneDigital Investment Advisors
Kansas
$62K +$15.1K +606 +32%
AF
111
Advisornet Financial
Minnesota
$55K -$818K -32,821 -94%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$55K -$101K -4,000 -65%
OIA
113
Optimum Investment Advisors
Illinois
$52K +$11.8K +472 +30%
CB
114
Community Bank
New York
$51K – – –
RCAG
115
Rehmann Capital Advisory Group
Michigan
$50.8K +$276 +11 +0.5%
PW
116
Price Wealth
Texas
$45K – – –
MWP
117
MYCIO Wealth Partners
Pennsylvania
$43K +$43K +1,717 New
IFAM
118
Institutional & Family Asset Management
Colorado
$37K – – –
RWA
119
Redhawk Wealth Advisors
Minnesota
$30K +$30K +1,200 New
GTAM
120
Global Trust Asset Management
Florida
$27K +$10.6K +430 +65%
APA
121
American Portfolios Advisors
New York
$19.5K +$19.5K +779 New
S
122
SignatureFD
Georgia
$18K +$8.27K +332 +85%
BHWM
123
Bay Harbor Wealth Management
Maryland
$10K +$10K +407 New
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
WIM
125
Westside Investment Management
California
$9 +$9 +361 New
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5
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