USFR

Wisdomtree Floating Rate Tre

Latest period2026 - Q2Total superinvestors72

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 72 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

SuperinvestorPortfolio %Reported Value
Chris Chatto@Encompass More Asset Management
Recent Activity
Increased 58.32%
10.8%
$74.181M
1.473M shares@ 50.36 avg price
Matthew Zienty@Cardinal Point Capital Management Ulc
Recent Activity
Decreased -2.59%
4.1%
$72.314M
1.436M shares@ 50.36 avg price
Stefanie Boykin@Davenport & Co Llc
Recent Activity
Increased 3.32%
0.33%
$65.854M
1.308M shares@ 50.35 avg price
Julia Patricia Foran@Stenger Family Office, Llc
Recent Activity
Decreased -5.8%
7.61%
$47.862M
950,591 shares@ 50.36 avg price
James Krause@Wealthcare Capital Partners, Llc
Recent Activity
Decreased -0.59%
13.47%
$32.597M
647,400 shares@ 50.35 avg price
Michael Thomas@Matrix Trust Co
Recent Activity
Increased 4919.46%
4.07%
$28.035M
556,808 shares@ 50.35 avg price
Robert Murphy@United Asset Strategies, Inc.
Recent Activity
Increased 1.92%
1.76%
$24.77M
491,959 shares@ 50.35 avg price
Amar Shah@Client First Capital Llc
Recent Activity
Decreased -2.19%
9.19%
$23.075M
458,302 shares@ 50.35 avg price
Cody Gehman@Stonebridge Financial Group, Llc
Recent Activity
Decreased -13.52%
1.74%
$22.85M
453,821 shares@ 50.36 avg price
William Garver@Leibman Financial Services, Inc.
Recent Activity
Increased 61.25%
13.2%
$19.851M
394,250 shares@ 50.36 avg price

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