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
Aryn Sands@Professional Financial Advisors, Llc
Recent Activity
Increased 54.06%
0.64%
$2.492M
49,526 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
Brian Glenn@Premier Path Wealth Partners, Llc
Recent Activity
Increased 0.08%
0.35%
$2.241M
44,544 shares@ 50.33 avg price
Chris Werner@Westmount Partners, Llc
Recent Activity
Increased 1.39%
0.68%
$2.206M
43,836 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
Daren Blonski@Fermata Advisors, Llc
Recent Activity
Decreased -1.66%
0.36%
$1.88M
37,357 shares@ 50.32 avg price
John Brocker@Legacy Wealth Asset Management, Llc
Recent Activity
Increased 1.18%
0.45%
$1.622M
32,230 shares@ 50.33 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Decreased -18.85%
0.03%
$1.418M
28,185 shares@ 50.32 avg price
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
Increased 110%
0.03%
$1.397M
27,770 shares@ 50.32 avg price
Andrew J. Whalen@Whalen Wealth Management Inc.
Recent Activity
Increased 15.39%
0.97%
$1.393M
27,691 shares@ 50.32 avg price