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 $855M invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-11
Holders Change %
-7.8%
% of All Funds
2.63%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
9
Increased
41
Reduced
66
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
Merit Financial Group
Georgia
$149M
2
AAS
Avantax Advisory Services
Texas
$9.15M
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
$4.53M
4
Bank of America
Bank of America
North Carolina
$134M
5
SW
SkyOak Wealth
Michigan
$4.39M

Top Sellers

1
JCM
Janney Capital Management
Pennsylvania
$0
2
LFA
Legend Financial Advisors
Pennsylvania
$1.82M
3
W
Wealthquest
Ohio
$0
4
RW
RVW Wealth
California
$0
5
HighTower Advisors
HighTower Advisors
Illinois
$1.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
VFA
127
Valeo Financial Advisors
Indiana
$4K -$35.6K -1,458 -90%
MA
128
MCF Advisors
Kentucky
$2K -$1.75K -84 -47%
Fidelity Investments
129
Fidelity Investments
Massachusetts
$2K -$2K -64 -50%
JCM
130
Janney Capital Management
Pennsylvania
– -$22.2M -882,136 Closed
W
131
Wealthquest
Ohio
– -$18.2M -724,483 Closed
RW
132
RVW Wealth
California
– -$8.66M -344,776 Closed
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
– -$4.37M -173,917 Closed
GBA
134
Garrison Bradford & Associates
New York
– -$2.19M -87,343 Closed
PA
135
PFG Advisors
Arizona
– -$1.2M -47,928 Closed
S
136
Surevest
California
– -$1.14M -45,356 Closed
TSS
137
Two Sigma Securities
New York
– -$575K -22,906 Closed
JWCA
138
J.W. Cole Advisors
Florida
– -$573K -22,814 Closed
Allianz Asset Management
139
Allianz Asset Management
Germany
– -$364K -14,500 Closed
CPA
140
Capital Planning Advisors
California
– -$320K -12,729 Closed
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
– -$227K -9,040 Closed
Creative Planning
142
Creative Planning
Kansas
– -$217K -8,633 Closed
EWM
143
EPG Wealth Management
Georgia
– -$209K -8,340 Closed
GRP
144
Global Retirement Partners
California
– -$163K -6,500 Closed
IWP
145
IAG Wealth Partners
Wisconsin
– -$151K -5,976 Closed
WAS
146
Winch Advisory Services
Wisconsin
– -$102K -4,078 Closed
AWA
147
Arkadios Wealth Advisors
Georgia
– -$40.9K -1,626 Closed
WCG
148
Weaver Consulting Group
California
– -$13K -500 Closed
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