USFR

Wisdomtree Floating Rate Tre

Latest period2026 - Q1Total superinvestors604

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 604 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
Claire Gordon@Morgan Stanley
Recent Activity
Increased 4.73%
0.06%
$877.955M
17.441M shares@ 50.35 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Increased 10.79%
0.06%
$802.122M
15.934M shares@ 50.35 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Decreased -0.74%
0.18%
$642.291M
12.759M shares@ 50.34 avg price
Joseph Erigo@Summit Trail Advisors, Llc
Recent Activity
Increased 15.5%
7.16%
$499.754M
9.928M shares@ 50.35 avg price
Kyle P. Smith@Newedge Wealth, Llc
Recent Activity
Decreased -8.37%
4.58%
$384.214M
7.632M shares@ 50.35 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Decreased -0.94%
0.11%
$354.407M
7.04M shares@ 50.35 avg price
DENISE M BUCHANAN@Captrust Financial Advisors
Recent Activity
Decreased -26.98%
0.47%
$264.506M
5.254M shares@ 50.35 avg price
Darrick Alford@Bip Wealth, Llc
Recent Activity
Decreased -3.88%
10.45%
$256.72M
5.1M shares@ 50.34 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
Decreased -9.62%
0.04%
$256.292M
5.091M shares@ 50.35 avg price
Patricia Arce@Wells Fargo & Company Mn
Recent Activity
Increased 18.07%
0.04%
$198.303M
3.939M shares@ 50.34 avg price

1-10 of 604