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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150 hedge funds and large institutions have $1.5B invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 42 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+20
Holders Change %
+15.38%
% of All Funds
2.32%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
33
Increased
42
Reduced
55
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$356M
2
RBA
Richard Bernstein Advisors
New York
+$222M
3
Ameriprise
Ameriprise
Minnesota
+$96.4M
4
VWM
Venturi Wealth Management
Texas
+$83.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.9M

Top Sellers

1
EH
Equitable Holdings
New York
-$10.6M
2
Morgan Stanley
Morgan Stanley
New York
-$8.72M
3
TM
Titan Managers
Arizona
-$8.48M
4
UAS
United Asset Strategies
New York
-$7.24M
5
UBS Group
UBS Group
Switzerland
-$5.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
126
Townsend Asset Management
North Carolina
$92K – – –
ACK
127
Andrew C. Karlinski
$92K +$92K +3,651 New
EWM
128
EPG Wealth Management
Georgia
$88K -$48K -1,923 -35%
PFA
129
Professional Financial Advisors
Nebraska
$83K +$83K +3,320 New
PFGIA
130
Patriot Financial Group Insurance Agency
Massachusetts
$70K -$8.23K -328 -11%
ACA
131
Aptus Capital Advisors
Alabama
$68K -$28K -1,115 -29%
LWP
132
Laurel Wealth Planning
Minnesota
$64K -$326K -12,920 -84%
HI
133
Harbour Investments
Wisconsin
$55K – – –
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$52K +$48.5K +1,944 +1,379%
CG
135
Cutler Group
California
$37K – – –
IFAM
136
Institutional & Family Asset Management
Colorado
$31K +$22.7K +898 +272%
FWM
137
Focused Wealth Management
New York
$26K – – –
DWP
138
Destiny Wealth Partners
Florida
$23K – – –
SFM
139
Signet Financial Management
New Jersey
$21K +$21K +854 New
FFA
140
Founders Financial Alliance
North Carolina
$20K – – –
BA
141
Bivin & Associates
Oklahoma
$13K +$13K +500 New
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$12K +$12K +477 New
S
143
SignatureFD
Georgia
$8K +$4.11K +166 +106%
C
144
Covestor
United Kingdom
$7K +$7K +279 New
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$5K – – –
Simplex Trading
146
Simplex Trading
Illinois
$5K +$5K +200 New
EFSCE
147
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$756 -31 -20%
GWM
148
Geneos Wealth Management
Colorado
$2K -$8.77K -434 -81%
WPWM
149
Western Pacific Wealth Management
Illinois
$2K +$2K +100 New
EH
150
Equitable Holdings
New York
– -$10.6M -421,866 Closed
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