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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31 hedge funds and large institutions have $77.3M invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+23
Holders Change %
+287.5%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
24
Increased
5
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWSR
Chessman Wealth Strategies RIA
Texas
$20.3M
2
Citadel Advisors
Citadel Advisors
Florida
$13.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.42M
4
TWA
Tillar-Wenstrup Advisors
Ohio
$7.2M
5
RFM
Royal Fund Management
Florida
$6.16M

Top Sellers

1
CAN
Cetera Advisor Networks
California
$0
2
VF
Virtu Financial
New York
$475K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWSR
1
Chessman Wealth Strategies RIA
Texas
$20.3M +$20.3M +807,790 New
Citadel Advisors
2
Citadel Advisors
Florida
$13.6M +$13.6M +543,852 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.42M +$7.42M +295,772 New
TWA
4
Tillar-Wenstrup Advisors
Ohio
$7.2M +$7.2M +286,871 New
RFM
5
Royal Fund Management
Florida
$6.16M +$5.35M +213,521 +666%
RVPG
6
Relative Value Partners Group
$5.32M +$5.32M +212,144 New
CFA
7
Carroll Financial Associates
North Carolina
$4.51M +$2.51M +100,151 +126%
Jane Street
8
Jane Street
New York
$2.27M +$2.27M +90,311 New
AG
9
Advisor Group
Arizona
$1.95M +$1.64M +65,600 +535%
AW
10
ACG Wealth
Georgia
$1.1M +$1.1M +43,686 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$921K +$921K +36,736 New
Stifel Financial
12
Stifel Financial
Missouri
$772K +$772K +30,917 New
SFM
13
Signet Financial Management
New Jersey
$640K +$640K +25,513 New
CHJWM
14
Carlton Hofferkamp & Jenks Wealth Management
Texas
$555K +$555K +22,150 New
NWM
15
Northwest Wealth Management
Iowa
$536K +$433K +17,241 +418%
JFA
16
Johanson Financial Advisors
California
$536K +$536K +21,440 New
SKK
17
Shepherd Kaplan Krochuk
Massachusetts
$532K +$532K +21,220 New
BEC
18
Blue Edge Capital
Virginia
$503K +$503K +20,052 New
VF
19
Virtu Financial
New York
$475K -$56.3K -2,246 -11%
Bank of America
20
Bank of America
North Carolina
$439K +$407K +16,211 +1,262%
BSW
21
Buckingham Strategic Wealth
Missouri
$336K – – –
LPL Financial
22
LPL Financial
California
$333K +$333K +13,261 New
BIA
23
Barry Investment Advisors
Massachusetts
$324K +$324K +12,914 New
LFG
24
LifePlan Financial Group
Ohio
$228K +$228K +9,073 New
LYV
25
Live Your Vision
Pennsylvania
$101K +$101K +4,010 New
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