We are live on ! Find out more
USFR

WisdomTree Bloomberg Floating Rate Treasury Fund

Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$143M +$33.7M +1,342,728 +31%
MFG
2
Merit Financial Group
Georgia
$135M +$9.32M +371,169 +7%
Morgan Stanley
3
Morgan Stanley
New York
$122M +$14.9M +595,354 +14%
SEIA
4
Signature Estate & Investment Advisors
California
$70.3M -$46.7M -1,858,717 -40%
UBS Group
5
UBS Group
Switzerland
$54.4M -$7.24M -288,269 -12%
AAS
6
Avantax Advisory Services
Texas
$36.2M +$707K +28,176 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$34.3M +$2.14M +85,233 +7%
CCA
8
Clearwater Capital Advisors
Illinois
$27M +$4.19M +166,933 +18%
FHC
9
First Heartland Consultants
Missouri
$24.8M +$24.8M +986,397 New
JCM
10
Janney Capital Management
Pennsylvania
$23.8M -$3.67M -146,239 -13%
LPL Financial
11
LPL Financial
California
$22.8M +$14.1M +563,504 +164%
LFA
12
Legend Financial Advisors
Pennsylvania
$22.6M +$22.6M +900,806 New
APW
13
Aurora Private Wealth
New Jersey
$22.4M +$13.9M +554,989 +165%
Wells Fargo
14
Wells Fargo
California
$20.9M +$13.7M +546,674 +191%
RJA
15
Raymond James & Associates
Florida
$17.9M +$12.7M +505,443 +245%
UIC
16
Uniplan Investment Counsel
Wisconsin
$16.5M +$1.28M +50,886 +8%
EFSCE
17
Enterprise Financial Services Corp (EFSC)
Missouri
$15.4M -$220K -8,778 -1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$15.3M -$4.35M -173,154 -22%
QCM
19
Quest Capital Management
Texas
$13.7M +$6.3M +250,806 +85%
AW
20
ACG Wealth
Georgia
$11.5M -$5.26M -209,524 -31%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$10.2M +$3.65M +145,310 +56%
SPIA
22
Steward Partners Investment Advisory
New York
$10M +$9.78M +389,672 +3,897%
HighTower Advisors
23
HighTower Advisors
Illinois
$9.77M -$6.21M -247,384 -39%
UAS
24
United Asset Strategies
New York
$7.93M -$5.39M -214,493 -40%
HCM
25
Howard Capital Management
Georgia
$7.42M +$7.42M +295,108 New