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
James Krause@Wealthcare Capital Management Llc
Recent Activity
Increased 7.58%
8.18%
$81.165M
1.613M shares@ 50.33 avg price
Menachem Striks@Morton Capital Management Llc Ca
Recent Activity
Increased 25.32%
14.25%
$75.595M
1.502M shares@ 50.32 avg price
Matthew Zienty@Cardinal Point Capital Management Ulc
Recent Activity
Increased 3.56%
11.28%
$71.014M
1.411M shares@ 50.32 avg price
Lawrence Hansen@Capital Planning Advisors, Llc
Recent Activity
Decreased -33.68%
7.27%
$47.041M
934,830 shares@ 50.33 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -0.25%
0.09%
$42.527M
846,820 shares@ 50.23 avg price
Michael Thomas@Matrix Trust Co
Recent Activity
New Position
6.18%
$35.534M
706,162 shares@ 50.32 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 20.15%
0.66%
$23.464M
466,290 shares@ 50.33 avg price
Scott Geppert@Stonekeep Investments, Llc
Recent Activity
Decreased -8.36%
16.88%
$22.666M
450,433 shares@ 50.33 avg price
Louis Melone Jr.@Melone Private Wealth, Llc
Recent Activity
Increased 62.31%
11.44%
$22.06M
438,385 shares@ 50.32 avg price
Aryn Sands@Lauer Wealth, Llc
Recent Activity
Decreased -29.42%
12.58%
$18.82M
374,013 shares@ 50.33 avg price