USFR

Wisdomtree Floating Rate Tre

Latest period2024 - Q4Total superinvestors87

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 87 superinvestors own shares of Wisdomtree Floating Rate Tre (USFR), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Wisdomtree Floating Rate Tre (USFR), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Wisdomtree Floating Rate Tre (USFR) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Wisdomtree Floating Rate Tre (USFR) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Lawrence Hansen@Capital Planning Advisors, Llc
Recent Activity
Decreased -33.68%
7.27%
$47.041M
934,830 shares@ 50.33 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -0.25%
0.09%
$42.527M
846,820 shares@ 50.23 avg price
Scott Geppert@Stonekeep Investments, Llc
Recent Activity
Decreased -8.36%
16.88%
$22.666M
450,433 shares@ 50.33 avg price
Aryn Sands@Lauer Wealth, Llc
Recent Activity
Decreased -29.42%
12.58%
$18.82M
374,013 shares@ 50.33 avg price
Aryn Sands@Moulton Wealth Management, Inc
Recent Activity
Decreased -25.65%
11.17%
$14.539M
288,932 shares@ 50.33 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
Decreased -28.43%
0.49%
$5.055M
100,450 shares@ 50.33 avg price
Drew Phillips@Fortitude Family Office, Llc
Recent Activity
Decreased -20.37%
1.21%
$3.372M
67,009 shares@ 50.32 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -7.97%
0.01%
$3.088M
61,376 shares@ 50.32 avg price
Michael Little@Grant Grossmendelsohn, Llc
Recent Activity
Decreased -9.19%
1.22%
$2.325M
46,212 shares@ 50.33 avg price
Christopher Clancy@Global Wealth Strategies & Associates
Recent Activity
Decreased -71.44%
0.66%
$2.105M
41,825 shares@ 50.33 avg price