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
Daren Blonski@Fermata Advisors, Llc
Recent Activity
Decreased -1.66%
0.36%
$1.88M
37,357 shares@ 50.32 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Decreased -18.85%
0.03%
$1.418M
28,185 shares@ 50.32 avg price
Joseph Perfilio@Integrated Capital Management, Inc.
Recent Activity
Decreased -3.74%
0.84%
$1.055M
20,970 shares@ 50.32 avg price
Naomi Ackley@Annex Advisory Services, Llc
Recent Activity
Decreased -99.42%
0.04%
$1.011M
20,084 shares@ 50.32 avg price
Gwen Wilmeth@Segment Wealth Management, Llc
Recent Activity
Decreased -37.05%
0.06%
$781,721
15,535 shares@ 50.32 avg price
Terry Ammons@Sheets Smith Wealth Management
Recent Activity
Decreased -5.09%
0.07%
$532,749
10,587 shares@ 50.33 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -10.68%
0.02%
$516,908
10,250 shares@ 50.44 avg price
Andrew Endelman@Independent Wealth Network Inc.
Recent Activity
Decreased -0.83%
0.21%
$509,641
10,128 shares@ 50.33 avg price
Marcus L. Ware@Harbour Capital Advisors, Llc
Recent Activity
Decreased -7.29%
0.1%
$448,026
8,900 shares@ 50.34 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Decreased -9.56%
0.03%
$415,842
8,264 shares@ 50.32 avg price