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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130 hedge funds and large institutions have $855M invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-11
Holders Change %
-7.8%
% of All Funds
2.63%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
9
Increased
41
Reduced
66
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
Merit Financial Group
Georgia
$149M
2
AAS
Avantax Advisory Services
Texas
$9.15M
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
$4.53M
4
Bank of America
Bank of America
North Carolina
$134M
5
SW
SkyOak Wealth
Michigan
$4.39M

Top Sellers

1
JCM
Janney Capital Management
Pennsylvania
$0
2
LFA
Legend Financial Advisors
Pennsylvania
$1.82M
3
W
Wealthquest
Ohio
$0
4
RW
RVW Wealth
California
$0
5
HighTower Advisors
HighTower Advisors
Illinois
$1.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$270K -$41K -1,636 -13%
NEIRG
102
New England Investment & Retirement Group
Massachusetts
$267K +$40.3K +1,608 +18%
LFGH
103
Lee Financial Group Hawaii
Hawaii
$264K -$188K -7,489 -42%
PWMG
104
Prestige Wealth Management Group
New Jersey
$258K -$1.98K -79 -0.8%
PAS
105
Partnervest Advisory Services
California
$254K +$254K +10,122 New
FHA
106
Flagship Harbor Advisors
Massachusetts
$251K +$102K +4,064 +68%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$247K -$9.7K -386 -4%
FFA
108
First Foundation Advisors
California
$225K -$79.9K -3,186 -26%
CIA
109
Cascade Investment Advisors
Oregon
$122K -$4.77K -190 -4%
LFG
110
LifePlan Financial Group
Ohio
$117K – – –
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$91K -$470K -18,669 -84%
NFG
112
Next Financial Group
Texas
$86K +$86K +3,433 New
MRCM
113
M&R Capital Management
New Jersey
$50K – – –
SFSIG
114
San Francisco Sentry Investment Group
California
$50K – – –
ACA
115
Aptus Capital Advisors
Alabama
$49K – – –
ONST
116
Old North State Trust
North Carolina
$45K -$931K -37,262 -95%
US Bancorp
117
US Bancorp
Minnesota
$44K -$15.3K -611 -26%
FWM
118
Focused Wealth Management
New York
$39K – – –
LAS
119
Lloyd Advisory Services
Georgia
$39K +$1.19K +47 +3%
APA
120
American Portfolios Advisors
New York
$25.1K +$5.5K +219 +28%
GEA
121
Glen Eagle Advisors
New Jersey
$18.8K -$3.29K -131 -15%
S
122
SignatureFD
Georgia
$13K +$13K +513 New
PCG
123
Private Capital Group
Connecticut
$10K – – –
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$8K +$2.5K +97 +46%
EFSCE
125
Enterprise Financial Services Corp (EFSC)
Missouri
$7K -$122K -4,966 -95%
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