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
Sara-Bay Financial Corp Hard@Sara-bay Financial
Recent Activity
Exited
0%
$3.984M
79,323 shares@ 50.22 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Exited
0%
$261,395
5,205 shares@ 50.22 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Exited
0%
$209,509
4,172 shares@ 50.22 avg price
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc
Recent Activity
Exited
0%
$40,000
802 shares@ 49.88 avg price
DAVID TODD CLARK@Westside Investment Management, Inc.
Recent Activity
Exited
0%
$23,553
469 shares@ 50.22 avg price