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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124 hedge funds and large institutions have $969M invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-1
Holders Change %
-0.8%
% of All Funds
2.72%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
21
Increased
46
Reduced
48
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UIC
Uniplan Investment Counsel
Wisconsin
+$15.9M
2
Morgan Stanley
Morgan Stanley
New York
+$11.2M
3
MFG
Merit Financial Group
Georgia
+$6.78M
4
UBS Group
UBS Group
Switzerland
+$5.94M
5
MIG
McGuire Investment Group
Rhode Island
+$5.86M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$400M
2
RBA
Richard Bernstein Advisors
New York
-$275M
3
Ameriprise
Ameriprise
Minnesota
-$168M
4
SEIA
Signature Estate & Investment Advisors
California
-$96.8M
5
JCM
Janney Capital Management
Pennsylvania
-$44M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
126
Mirae Asset Global Investments
South Korea
– -$2.6M -103,500 Closed
CAN
127
Cetera Advisor Networks
California
– -$2.22M -88,577 Closed
LFPWM
128
Leicht Financial Planning & Wealth Management
New Jersey
– -$648K -25,840 Closed
M&T Bank
129
M&T Bank
New York
– -$340K -13,575 Closed
BSW
130
Buckingham Strategic Wealth
Missouri
– -$336K -13,400 Closed
VAS
131
Vestmark Advisory Solutions
Massachusetts
– -$281K -11,224 Closed
TI
132
Tidal Investments
Wisconsin
– -$250K -10,000 Closed
BPWA
133
Beacon Pointe Wealth Advisors
California
– -$207K -8,256 Closed
RFA
134
Reilly Financial Advisors
California
– -$201K -8,000 Closed
CWA
135
Clarus Wealth Advisors
Arizona
– -$125K -5,000 Closed
OIA
136
OneDigital Investment Advisors
Kansas
– -$62K -2,493 Closed
OIA
137
Optimum Investment Advisors
Illinois
– -$52K -2,072 Closed
CB
138
Community Bank
New York
– -$51K -2,040 Closed
RCAG
139
Rehmann Capital Advisory Group
Michigan
– -$50.8K -2,025 Closed
PW
140
Price Wealth
Texas
– -$45K -1,787 Closed
IFAM
141
Institutional & Family Asset Management
Colorado
– -$37K -1,483 Closed
RWA
142
Redhawk Wealth Advisors
Minnesota
– -$30K -1,200 Closed
GTAM
143
Global Trust Asset Management
Florida
– -$27K -1,095 Closed
S
144
SignatureFD
Georgia
– -$18K -723 Closed
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