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