USFR

WisdomTree Bloomberg Floating Rate Treasury Fund

Delisted

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

145 hedge funds and large institutions have $1.06B invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+9
Holders Change %
+6.62%
% of All Funds
3.2%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.29%
New
25
Increased
44
Reduced
66
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
G
101
GenTrust
Florida
$350K -$17.7M -706,726 -98%
PFGIA
102
Patriot Financial Group Insurance Agency
Massachusetts
$345K -$4.45M -177,246 -93%
AAM
103
Ameraudi Asset Management
New York
$326K -$11.8M -472,267 -97%
IAN
104
Integrated Advisors Network
Texas
$318K +$318K +12,650 New
EWM
105
EPG Wealth Management
Georgia
$309K +$139K +5,511 +81%
PA
106
Pinnacle Associates
New York
$307K +$307K +12,245 New
PWMAG
107
Pinnacle Wealth Management Advisory Group
New Jersey
$307K +$307K +12,245 New
BCI
108
Brinker Capital Investments
Pennsylvania
$303K
RA
109
RFG Advisory
Alabama
$294K -$325K -12,941 -52%
MWM
110
Madison Wealth Management
Ohio
$291K -$4.31M -171,894 -94%
PWMG
111
Prestige Wealth Management Group
New Jersey
$260K -$35.8M -1,425,630 -99%
FHA
112
Flagship Harbor Advisors
Massachusetts
$249K +$123K +4,900 +98%
SW
113
SkyOak Wealth
Michigan
$237K -$2.95M -117,689 -93%
NEIRG
114
New England Investment & Retirement Group
Massachusetts
$218K +$218K +8,673 New
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$218K +$218K +8,698 New
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$202K +$202K +8,040 New
JWCA
117
J.W. Cole Advisors
Florida
$200K -$372K -14,834 -65%
SFSIG
118
San Francisco Sentry Investment Group
California
$176K
GRP
119
Global Retirement Partners
California
$163K -$50.3K -2,005 -24%
LFG
120
LifePlan Financial Group
Ohio
$158K -$39.9K -1,588 -20%
VFA
121
Valeo Financial Advisors
Indiana
$146K +$146K +5,808 New
CIA
122
Cascade Investment Advisors
Oregon
$124K +$251 +10 +0.2%
WAS
123
Winch Advisory Services
Wisconsin
$102K +$300 +12 +0.3%
NFG
124
Next Financial Group
Texas
$101K -$19.9K -796 -16%
US Bancorp
125
US Bancorp
Minnesota
$72K