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USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
USFR
Delisted
USFR was delisted on the 15th of November, 2016.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
CFA
1
Carroll Financial Associates
Charlotte,
North Carolina
| $2M | +$2M | +79,598 | New |
|
| 2 |
CAN
2
Cetera Advisor Networks
El Segundo,
California
| $924K | +$924K | +36,873 | New |
|
| 3 |
RFM
3
Royal Fund Management
Lady Lake,
Florida
| $804K | +$804K | +32,041 | New |
|
| 4 |
VF
4
Virtu Financial
New York
| $532K | +$532K | +21,196 | New |
|
| 5 |
BSW
5
Buckingham Strategic Wealth
Clayton,
Missouri
| $336K | – | – | – |
|
| 6 |
AG
6
Advisor Group
Phoenix,
Arizona
| $307K | +$307K | +12,258 | New |
|
| 7 |
NWM
7
Northwest Wealth Management
Spencer,
Iowa
| $103K | +$103K | +4,123 | New |
|
| 8 |
8
Bank of America
Charlotte,
North Carolina
| $32K | +$1.69K | +68 | +6% |
|
| 9 |
9
UBS Group
Zurich,
Switzerland
| – | -$5K | -204 | Closed |
|