USFR

Wisdomtree Floating Rate Tre

Latest period2024 - Q4Total superinvestors87

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Mike Greim@Cgn Advisors Llc Recent Activity Increased 14.24%	0.09%	$876,524 17,419 shares@ 50.32 avg price	Increased 14.24%
Eric Hamilton@Avior Wealth Management, Llc Recent Activity Increased 10.26%	0.04%	$824,280 16,380 shares@ 50.33 avg price	Increased 10.26%
Lora Rommel@Ehrlich Financial Group Recent Activity Increased 7.32%	0.5%	$691,274 13,738 shares@ 50.32 avg price	Increased 7.32%
Stephanie West@Org Partners Llc Recent Activity Increased 110.57%	0.1%	$668,706 13,289 shares@ 50.33 avg price	Increased 110.57%
travis weaver@Weaver Consulting Group Recent Activity Increased 40.3%	0.18%	$568,875 11,305 shares@ 50.33 avg price	Increased 40.3%
Jeffrey A. Smith@Atomi Financial Group, Inc. Recent Activity Increased 54.23%	0.03%	$404,032 8,029 shares@ 50.33 avg price	Increased 54.23%
Trevor Hodges@Sax Wealth Advisors, Llc Recent Activity Increased 3.61%	0.04%	$403,868 8,026 shares@ 50.32 avg price	Increased 3.61%
Steven Pisano@Simon Quick Advisors, Llc Recent Activity Increased 63.33%	0.03%	$365,223 7,258 shares@ 50.33 avg price	Increased 63.33%
Michael Leanza@Genwealth Group, Inc. Recent Activity Increased 0.17%	0.05%	$212,149 4,216 shares@ 50.32 avg price	Increased 0.17%
Lisa Sternberg@Highline Wealth Partners Llc Recent Activity Increased 1.04%	0.01%	$9,822 195 shares@ 50.37 avg price	Increased 1.04%