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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145 hedge funds and large institutions have $1.06B invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+9
Holders Change %
+6.62%
% of All Funds
3.2%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.29%
New
25
Increased
44
Reduced
66
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$33.7M
2
FHC
First Heartland Consultants
Missouri
+$24.8M
3
LFA
Legend Financial Advisors
Pennsylvania
+$22.6M
4
Morgan Stanley
Morgan Stanley
New York
+$14.9M
5
LPL Financial
LPL Financial
California
+$14.1M

Top Sellers

1
SEIA
Signature Estate & Investment Advisors
California
-$46.7M
2
PWMG
Prestige Wealth Management Group
New Jersey
-$35.8M
3
SWP
Stratos Wealth Partners
Ohio
-$32.5M
4
G
GenTrust
Florida
-$17.7M
5
AAM
Ameraudi Asset Management
New York
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
126
Arkadios Wealth Advisors
Georgia
$62K -$45.3K -1,805 -42%
MRCM
127
M&R Capital Management
New Jersey
$50K – – –
ACA
128
Aptus Capital Advisors
Alabama
$49K -$13.5K -550 -22%
VCP
129
Verus Capital Partners
Arizona
$38K +$25.2K +993 +196%
LAS
130
Lloyd Advisory Services
Georgia
$35K +$11.5K +459 +49%
GEA
131
Glen Eagle Advisors
New Jersey
$31.5K +$20K +797 +175%
WCG
132
Weaver Consulting Group
California
$30K -$77.6K -3,051 -72%
PA
133
Parallel Advisors
California
$26K -$1.43K -58 -5%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$25K -$12.2K -491 -33%
FWM
135
Focused Wealth Management
New York
$24K +$24K +950 New
APA
136
American Portfolios Advisors
New York
$19.6K – – –
BHWM
137
Bay Harbor Wealth Management
Maryland
$10K – – –
PCG
138
Private Capital Group
Connecticut
$8K – – –
AF
139
Advisornet Financial
Minnesota
$7K -$36.4K -1,444 -84%
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$5K -$634 -27 -11%
RFA
142
Reilly Financial Advisors
California
$5K +$5K +202 New
DWM
143
Darwin Wealth Management
Florida
$4K +$4K +189 New
Fidelity Investments
144
Fidelity Investments
Massachusetts
$3K +$3K +128 New
SIM
145
Sonora Investment Management
Arizona
$2K +$2K +65 New
MIG
146
McGuire Investment Group
Rhode Island
– -$8.06M -321,617 Closed
JFA
147
Johanson Financial Advisors
California
– -$9.76M -244,578 Closed
CA
148
Cornerstone Advisory
Maryland
– -$5.94M -237,005 Closed
RVPG
149
Relative Value Partners Group
– -$5.06M -201,915 Closed
Millennium Management
150
Millennium Management
New York
– -$2.08M -82,787 Closed
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