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USFR

WisdomTree Bloomberg Floating Rate Treasury Fund
USFR

Delisted

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

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4 hedge funds and large institutions have $23.6M invested in WisdomTree Bloomberg Floating Rate Treasury Fund in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,337% more capital invested

Capital invested by funds: $1.64M → $23.6M (+$21.9M)

33% more funds holding

Funds holding: 3 → 4 (+1)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UIC
Uniplan Investment Counsel
Wisconsin
+$22.1M
2
BEC
Blue Edge Capital
Virginia
+$2.31K

Top Sellers

Rank Fund Capital Flow
1
AA
AlphaMark Advisors
Kentucky
-$146K
2
SIS
Sound Income Strategies
Florida
-$39.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
UIC
1
Uniplan Investment Counsel
Wisconsin
$22.1M +$22.1M +440,153 New
AA
2
AlphaMark Advisors
Kentucky
$952K -$146K -2,904 -13%
BEC
3
Blue Edge Capital
Virginia
$468K +$2.31K +46 +0.5%
SIS
4
Sound Income Strategies
Florida
$26 -$39.9K -1,533 -100%

USFR Hedge Fund Activity: Q1 2024 in Review

4 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) for Q1 2024, worth a combined $23.6M — up 1,337% from $1.64M 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 2 trimmed.

The largest buyer was Uniplan Investment Counsel, opening a new position worth an estimated $22.1M. The largest seller was AlphaMark Advisors, cutting an estimated $146K.

  • 4 institutional investors held WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) as of Q1 2024, up from 3 in Q4 2023.
  • Funds reported $23.6M of WisdomTree Bloomberg Floating Rate Treasury Fund stock for Q1 2024, up 1,337% quarter-over-quarter.
  • 1 fund opened new WisdomTree Bloomberg Floating Rate Treasury Fund positions in Q1 2024 and 0 closed out, a net change of +1 holder.
  • The largest WisdomTree Bloomberg Floating Rate Treasury Fund buyer in Q1 2024 was Uniplan Investment Counsel, an estimated $22.1M added.
  • The largest WisdomTree Bloomberg Floating Rate Treasury Fund seller in Q1 2024 was AlphaMark Advisors, an estimated $146K sold.

Based on aggregated 13F filings for Q1 2024.