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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136 hedge funds and large institutions have $1.1B invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+12
Holders Change %
+9.68%
% of All Funds
2.69%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.28%
New
26
Increased
57
Reduced
42
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JCM
Janney Capital Management
Pennsylvania
+$27.4M
2
SWP
Stratos Wealth Partners
Ohio
+$23.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$15.8M
4
CCA
Clearwater Capital Advisors
Illinois
+$9.64M
5
JFA
Johanson Financial Advisors
California
+$8.84M

Top Sellers

1
CCM
CWH Capital Management
Washington
-$19M
2
Bank of America
Bank of America
North Carolina
-$13M
3
HighTower Advisors
HighTower Advisors
Illinois
-$4.34M
4
RJA
Raymond James & Associates
Florida
-$4.16M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
126
Parallel Advisors
California
$28K -$11.8K -470 -30%
LAS
127
Lloyd Advisory Services
Georgia
$23K +$23K +933 New
APA
128
American Portfolios Advisors
New York
$19.5K – – –
Deutsche Bank
129
Deutsche Bank
Germany
$18K +$8.94K +367 +99%
CCA
130
Column Capital Advisors
Indiana
$14K +$14K +581 New
VCP
131
Verus Capital Partners
Arizona
$13K +$13K +507 New
GEA
132
Glen Eagle Advisors
New Jersey
$11.4K +$276 +11 +2%
BHWM
133
Bay Harbor Wealth Management
Maryland
$10K – – –
PCG
134
Private Capital Group
Connecticut
$8K – – –
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
TFA
136
Tobias Financial Advisors
Florida
$7K +$7K +305 New
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6K +240 New
Allianz Asset Management
138
Allianz Asset Management
Germany
– -$418K -16,680 Closed
FTUS
139
Flow Traders U.S.
New York
– -$367K -14,669 Closed
WP
140
WealthSource Partners
California
– -$231K -9,236 Closed
CAG
141
Csenge Advisory Group
Florida
– -$219K -8,752 Closed
SWM
142
Selective Wealth Management
Virginia
– -$97K -3,867 Closed
RCG
143
Ruggie Capital Group
Florida
– -$58K -2,314 Closed
BCWM
144
Bartlett & Co Wealth Management
Ohio
– -$28.9K -1,155 Closed
GSWM
145
Golden State Wealth Management
California
– -$22K -860 Closed
CCMW
146
Cypress Capital Management (Wyoming)
Wyoming
– -$12K -483 Closed
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