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
MICHELLE ELDRIDGE@Defined Wealth Management, Llc
Recent Activity
Decreased -2.3%
0.27%
$398,484
7,919 shares@ 50.32 avg price
Michael Orzel@Signalpoint Asset Management, Llc
Recent Activity
Decreased -38.18%
0.1%
$385,577
7,663 shares@ 50.32 avg price
Timothy Richards@Apella Capital, Llc
Recent Activity
Decreased -48.56%
0.02%
$307,707
6,115 shares@ 50.33 avg price
James Langer@Redmont Wealth Advisors Llc
Recent Activity
Decreased -1.15%
0.53%
$301,316
5,988 shares@ 50.32 avg price
Kaushal Majmudar@Ridgewood Investments Llc
Recent Activity
Decreased -8.34%
0.06%
$110,553
2,197 shares@ 50.32 avg price
Claudia Saia@Friedenthal Financial
Recent Activity
Decreased -49.49%
0.05%
$70,801
1,407 shares@ 50.33 avg price
BRUCE G ALLEN@Bruce G. Allen Investments, Llc
Recent Activity
Decreased -46.45%
0.02%
$21,671
431 shares@ 50.29 avg price
Michael Schremser@Tsfg, Llc
Recent Activity
Decreased -97.13%
0.01%
$7,000
129 shares@ 54.27 avg price
Dalyce Young Tinoco@Cva Family Office, Llc
Recent Activity
Decreased -99.56%
0.01%
$6,290
125 shares@ 50.32 avg price