USFR

WisdomTree Bloomberg Floating Rate Treasury Fund
USFR

Overview Fund Activity
Delisted

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

Back to rankings

125 hedge funds and large institutions have $1.95B invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
2.72%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.33%
New
21
Increased
53
Reduced
39
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$23.2M
2
SWP
Stratos Wealth Partners
Ohio
+$13.7M
3
SEIA
Signature Estate & Investment Advisors
California
+$10.1M
4
HighTower Advisors
HighTower Advisors
Illinois
+$4.82M
5
RBA
Richard Bernstein Advisors
New York
+$4.64M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$2.66M
2
REMPR
Roof Eidam Maycock Peralta (REMP)
California
-$2.6M
3
VWM
Venturi Wealth Management
Texas
-$2.22M
4
Bank of America
Bank of America
North Carolina
-$2.17M
5
AIC
Ameritas Investment Company
Nebraska
-$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
126
Ameritas Investment Company
Nebraska
– -$1.95M -77,740 Closed
LA
127
LexAurum Advisors
Kansas
– -$1.84M -73,522 Closed
AI
128
Atria Investments
North Carolina
– -$1.74M -69,357 Closed
RRWA
129
Rainey & Randall Wealth Advisors
Florida
– -$1.48M -59,175 Closed
Stifel Financial
130
Stifel Financial
Missouri
– -$935K -37,455 Closed
TSS
131
Two Sigma Securities
New York
– -$660K -26,335 Closed
Millennium Management
132
Millennium Management
New York
– -$617K -24,596 Closed
PA
133
Pinnacle Associates
New York
– -$475K -18,945 Closed
PWMAG
134
Pinnacle Wealth Management Advisory Group
New Jersey
– -$475K -18,945 Closed
DP
135
Denver PWM
Colorado
– -$435K -17,321 Closed
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
– -$361K -14,386 Closed
VF
137
Virtu Financial
New York
– -$330K -13,153 Closed
RCG
138
Ruggie Capital Group
Florida
– -$150K -5,967 Closed
JPMorgan Chase & Co
139
JPMorgan Chase & Co
New York
– -$93K -3,697 Closed
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
– -$78K -3,097 Closed
CIAS
141
Capital Investment Advisory Services
North Carolina
– -$35K -1,400 Closed
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
– -$18K -716 Closed
RFM
143
Royal Fund Management
Florida
– -$14K -588 Closed
2 3 4 5
6