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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141 hedge funds and large institutions have $898M invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-4
Holders Change %
-2.76%
% of All Funds
2.9%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.18%
New
13
Increased
47
Reduced
70
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$28.7M
2
Wells Fargo
Wells Fargo
California
+$17.5M
3
RW
RVW Wealth
California
+$4.44M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.24M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.17M

Top Sellers

1
SEIA
Signature Estate & Investment Advisors
California
-$68.2M
2
AAS
Avantax Advisory Services
Texas
-$33.2M
3
FHC
First Heartland Consultants
Missouri
-$23.4M
4
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
-$15.2M
5
Bank of America
Bank of America
North Carolina
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
151
Bay Harbor Wealth Management
Maryland
– -$10K -407 Closed
RFA
152
Reilly Financial Advisors
California
– -$5K -202 Closed
DWM
153
Darwin Wealth Management
Florida
– -$4K -189 Closed
SIM
154
Sonora Investment Management
Arizona
– -$2K -65 Closed
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