USFR

WisdomTree Bloomberg Floating Rate Treasury Fund

Delisted

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

135 hedge funds and large institutions have $595M invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 56 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
-7
Holders Change %
-4.93%
% of All Funds
2.38%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
16
Increased
37
Reduced
56
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$7K -$10.5K -435 -60%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$7K
1WM
128
1900 Wealth Management
Texas
$4.55K -$7.42K -295,499 -62%
EFSCE
129
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$3.43K -132 -46%
GI
130
Gradient Investments
Minnesota
$4K +$4K +150 New
Franklin Resources
131
Franklin Resources
California
$3K +$3K +136 New
MA
132
MCF Advisors
Kentucky
$1K -$568 -25 -36%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +22 New
HI
134
Harbour Investments
Wisconsin
$1K +$1K +59 New
SS
135
Simplicity Solutions
Minnesota
-$7.71M -306,994 Closed
SW
136
SkyOak Wealth
Michigan
-$2.19M -87,224 Closed
Renaissance Technologies
137
Renaissance Technologies
New York
-$2.08M -82,689 Closed
DJSG
138
D.J. St. Germain
Massachusetts
-$1.6M -63,879 Closed
CAN
139
Cetera Advisor Networks
California
-$969K -38,600 Closed
B
140
Bellecapital
Switzerland
-$628K -25,000 Closed
MFG
141
Magnus Financial Group
New York
-$442K -17,606 Closed
KPWS
142
Kestra Private Wealth Services
Texas
-$400K -15,924 Closed
LFA
143
Legend Financial Advisors
Pennsylvania
-$306K -12,195 Closed
FHC
144
First Heartland Consultants
Missouri
-$299K -11,928 Closed
WWM
145
Windsor Wealth Management
Indiana
-$281K -11,207 Closed
LFGH
146
Lee Financial Group Hawaii
Hawaii
-$272K -10,829 Closed
NEIRG
147
New England Investment & Retirement Group
Massachusetts
-$262K -10,457 Closed
Verition Fund Management
148
Verition Fund Management
Connecticut
-$240K -9,573 Closed
Commonwealth Equity Services
149
Commonwealth Equity Services
Massachusetts
-$224K -8,928 Closed
TI
150
Truepoint Inc
Ohio
-$392K -7,803 Closed