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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136 hedge funds and large institutions have $1.1B invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+12
Holders Change %
+9.68%
% of All Funds
2.69%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.28%
New
26
Increased
57
Reduced
42
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JCM
Janney Capital Management
Pennsylvania
+$27.4M
2
SWP
Stratos Wealth Partners
Ohio
+$23.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$15.8M
4
CCA
Clearwater Capital Advisors
Illinois
+$9.64M
5
JFA
Johanson Financial Advisors
California
+$8.84M

Top Sellers

1
CCM
CWH Capital Management
Washington
-$19M
2
Bank of America
Bank of America
North Carolina
-$13M
3
HighTower Advisors
HighTower Advisors
Illinois
-$4.34M
4
RJA
Raymond James & Associates
Florida
-$4.16M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
101
Cetera Advisor Networks
California
$352K +$352K +14,036 New
BCI
102
Brinker Capital Investments
Pennsylvania
$302K – – –
AG
103
Advisor Group
Arizona
$292K -$76.7K -3,067 -21%
SPIA
104
Steward Partners Investment Advisory
New York
$250K +$198K +7,903 +377%
Truist Financial
105
Truist Financial
North Carolina
$225K +$225K +8,949 New
GRP
106
Global Retirement Partners
California
$213K +$213K +8,505 New
LFG
107
LifePlan Financial Group
Ohio
$198K -$6.28K -250 -3%
CFA
108
Carroll Financial Associates
North Carolina
$179K -$3.09M -124,068 -95%
SFSIG
109
San Francisco Sentry Investment Group
California
$175K – – –
EWM
110
EPG Wealth Management
Georgia
$170K +$170K +6,781 New
LTFS
111
Ladenburg Thalmann Financial Services
Florida
$129K -$1.06M -38,630 -89%
FHA
112
Flagship Harbor Advisors
Massachusetts
$125K – – –
CIA
113
Cascade Investment Advisors
Oregon
$123K +$3.13K +125 +3%
NFG
114
Next Financial Group
Texas
$121K – – –
AWA
115
Arkadios Wealth Advisors
Georgia
$107K +$107K +4,273 New
WCG
116
Weaver Consulting Group
California
$106K -$172K -6,876 -62%
FA
117
Fortis Advisors
Pennsylvania
$103K +$451 +18 +0.4%
WAS
118
Winch Advisory Services
Wisconsin
$102K +$427 +17 +0.4%
IFWM
119
Institute for Wealth Management
Colorado
$92K +$92K +3,657 New
US Bancorp
120
US Bancorp
Minnesota
$72K – – –
ACA
121
Aptus Capital Advisors
Alabama
$63K +$13.6K +550 +28%
MRCM
122
M&R Capital Management
New Jersey
$50K – – –
MWP
123
MYCIO Wealth Partners
Pennsylvania
$44K +$177 +7 +0.4%
AF
124
Advisornet Financial
Minnesota
$43K -$25 -1 -0.1%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$38K -$71.4K -2,820 -65%
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