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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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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1
AlphaMark Advisors
Kentucky
$4.75M +$1.81M +36,057 +62%
BFG
2
Beacon Financial Group
Texas
$1.25M -$6.54K -130 -0.5%
BEC
3
Blue Edge Capital
Virginia
$546K +$174K +3,467 +47%
AWM
4
AE Wealth Management
Kansas
– -$23.6M -468,719 Closed
PWAG
5
Polaris Wealth Advisory Group
California
– -$10.8M -214,697 Closed
TM
6
Titan Managers
Arizona
– -$6.26M -124,562 Closed
ULWM
7
Upper Left Wealth Management
Florida
– -$3.54M -70,353 Closed
CHJWM
8
Carlton Hofferkamp & Jenks Wealth Management
Texas
– -$1.93M -38,353 Closed
BTWM
9
Baker Tilly Wealth Management
Wisconsin
– -$1.05M -20,872 Closed
AC
10
Apella Capital
Connecticut
– -$737K -14,663 Closed
SKK
11
Shepherd Kaplan Krochuk
Massachusetts
– -$660K -13,120 Closed
AWC
12
Adamsbrown Wealth Consultants
Kansas
– -$626K -12,453 Closed
WWM
13
Windsor Wealth Management
Indiana
– -$583K -11,589 Closed
LFA
14
Legend Financial Advisors
Pennsylvania
– -$257K -10,244 Closed
IHL
15
Investment House LLC
California
– -$442K -8,790 Closed
VBFP
16
Valtinson Bruner Financial Planning
Minnesota
– -$399K -7,929 Closed
FW
17
FirstPurpose Wealth
Utah
– -$361K -7,175 Closed
TF
18
Trek Financial
Arizona
– -$259K -5,155 Closed
S
19
Surevest
California
– -$170K -3,383 Closed
CIA
20
Cascade Investment Advisors
Oregon
– -$135K -2,681 Closed
EAM
21
Evanson Asset Management
California
– -$105K -2,083 Closed