USFR

WisdomTree Bloomberg Floating Rate Treasury Fund

Delisted

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

135 hedge funds and large institutions have $595M invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 56 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
-7
Holders Change %
-4.93%
% of All Funds
2.38%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
16
Increased
37
Reduced
56
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
101
Integrated Wealth Concepts
Massachusetts
$245K +$245K +9,747 New
PWMG
102
Prestige Wealth Management Group
New Jersey
$243K
PFGIA
103
Patriot Financial Group Insurance Agency
Massachusetts
$230K -$198K -7,890 -46%
RA
104
RFG Advisory
Alabama
$228K +$8.62K +344 +4%
FFA
105
First Foundation Advisors
California
$217K -$7.84K -313 -3%
IWM
106
IHT Wealth Management
Illinois
$212K +$212K +8,450 New
SWM
107
Spire Wealth Management
Virginia
$139K +$139K +5,532 New
TAM
108
Townsend Asset Management
North Carolina
$117K -$462K -18,348 -80%
ACA
109
Aptus Capital Advisors
Alabama
$96K +$46.1K +1,835 +92%
CAL
110
Capital Analysts LLC
Pennsylvania
$91K +$91K +3,642 New
CFA
111
Carroll Financial Associates
North Carolina
$84K -$535K -21,483 -86%
AIC
112
Ameritas Investment Company
Nebraska
$52.4K +$52.4K +2,086 New
NFG
113
Next Financial Group
Texas
$51K -$29.9K -1,195 -37%
SFSIG
114
San Francisco Sentry Investment Group
California
$50K
GWM
115
Geneos Wealth Management
Colorado
$45K
US Bancorp
116
US Bancorp
Minnesota
$44K
FWM
117
Focused Wealth Management
New York
$39K
LWP
118
Laurel Wealth Planning
Minnesota
$39K
APA
119
American Portfolios Advisors
New York
$24.3K +$19.5K +775 +399%
DWP
120
Destiny Wealth Partners
Florida
$23K
RWB
121
RMR Wealth Builders
New Jersey
$22K +$22K +884 New
GEA
122
Glen Eagle Advisors
New Jersey
$16.5K
FF
123
FourThought Financial
Florida
$15K
S
124
SignatureFD
Georgia
$13K
CCMW
125
Cypress Capital Management (Wyoming)
Wyoming
$8K