We are live on ! Find out more
USFR

WisdomTree Bloomberg Floating Rate Treasury Fund

Delisted

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

3 hedge funds and large institutions have $9.54M invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding

Funds holding: 23 (+1)

41% more capital invested

Capital invested by funds: $6.78M → $9.54M (+$2.76M)

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1
Beacon Financial Group
Texas
$7.04M +$796K +15,821 +13%
AA
2
AlphaMark Advisors
Kentucky
$1.95M +$1.95M +38,843 New
BEC
3
Blue Edge Capital
Virginia
$546K

USFR Hedge Fund Activity: Q1 2023 in Review

3 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) for Q1 2023, worth a combined $9.54M — up 41% from $6.78M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new USFR positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.

The largest buyer was AlphaMark Advisors, opening a new position worth an estimated $1.95M.

  • 3 institutional investors held WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) as of Q1 2023, up from 2 in Q4 2022.
  • Funds reported $9.54M of WisdomTree Bloomberg Floating Rate Treasury Fund stock for Q1 2023, up 41% quarter-over-quarter.
  • 1 fund opened new WisdomTree Bloomberg Floating Rate Treasury Fund positions in Q1 2023 and 0 closed out, a net change of +1 holder.
  • The largest WisdomTree Bloomberg Floating Rate Treasury Fund buyer in Q1 2023 was AlphaMark Advisors, an estimated $1.95M added.

Based on aggregated 13F filings for Q1 2023.