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 $681M invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-4
Holders Change %
-2.99%
% of All Funds
2.28%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
15
Increased
42
Reduced
49
Closed
16
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K

Top Buyers

1
EH
Equitable Holdings
New York
$10.6M
2
TCA
Transcend Capital Advisors
New Jersey
$5.31M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$46.5M
4
RBA
Richard Bernstein Advisors
New York
$95.4M
5
Citadel Advisors
Citadel Advisors
Florida
$3.83M

Top Sellers

1
APA
American Portfolios Advisors
New York
$28K
2
KAS
Kestra Advisory Services
Texas
$1.64M
3
VWM
Venturi Wealth Management
Texas
$3.58M
4
Wells Fargo
Wells Fargo
California
$11.2M
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$161K +$99.1K +3,958 +160%
SWM
102
Spire Wealth Management
Virginia
$139K – – –
EWM
103
EPG Wealth Management
Georgia
$137K +$137K +5,448 New
CIA
104
Cascade Investment Advisors
Oregon
$128K +$128K +5,090 New
LWP
105
Lumature Wealth Partners
Georgia
$126K +$126K +5,026 New
WWM
106
Wolff Wiese Magana
California
$97K +$7.57K +302 +8%
ACA
107
Aptus Capital Advisors
Alabama
$96K – – –
TAM
108
Townsend Asset Management
North Carolina
$92K – – –
CFA
109
Carroll Financial Associates
North Carolina
$89K +$7.65K +308 +9%
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$78K -$11.9K -476 -13%
HI
111
Harbour Investments
Wisconsin
$55K +$12.2K +489 +29%
HA
112
Herold Advisors
New York
$50K +$50K +2,000 New
CG
113
Cutler Group
California
$37K +$37K +1,500 New
APA
114
American Portfolios Advisors
New York
$28K -$4.58M -182,475 -99%
FWM
115
Focused Wealth Management
New York
$26K -$12.4K -500 -32%
DWP
116
Destiny Wealth Partners
Florida
$23K +$23K +910 New
BCM
117
Blume Capital Management
California
$22K – – –
FFA
118
Founders Financial Alliance
North Carolina
$20K – – –
GEA
119
Glen Eagle Advisors
New Jersey
$16.5K – – –
GWM
120
Geneos Wealth Management
Colorado
$13K – – –
HFS
121
Horizon Financial Services
North Carolina
$11K -$441K -18,225 -98%
IFAM
122
Institutional & Family Asset Management
Colorado
$8K – – –
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$5K +$5K +218 New
JWM
124
Jackson Wealth Management
Florida
$4K -$16.2K -95,492 -80%
S
125
SignatureFD
Georgia
$4K -$12.9K -508 -76%
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