WISDOMTREE FLOATING RATE TRE (USFR) Institutional Ownership Changes & 13F Activity

WISDOMTREE FLOATING RATE TRE (USFR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Bank Of America Corp, Iht Wealth Management, Llc, Ausdal Financial Partners, Inc., and Wcg Wealth Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-104,049-8.2%1,157,916$58.30MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+249+1.1%21,935$1.10MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcSell-18,746-25.4%54,938$2.77MQ2 2026Sep 09, 2026
Second Line Capital, LlcBuy+2,311+2.1%111,437$5.61MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+69,756+168.6%111,125$5.60MQ2 2026Aug 27, 2026
Forefront Wealth Partners, LlcBuy+19,137+44.6%62,051$3.12MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+92,170+26.7%437,940$22.05MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-667-0.5%136,174$6.86MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+591+4.3%14,281$719.05KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+60,000—60,000$3.02MQ2 2026Aug 18, 2026
Centaurus Financial, Inc.Buy+62,713+790.3%70,648$3.56MQ2 2026Aug 17, 2026
Comprehensive Money Management Services LlcSell-25,115-48.4%26,775$1.35MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-22,097-10.9%180,957$9.11MQ2 2026Aug 17, 2026
Reality Financial Planning Services, LlcBuy+18,893+13.3%161,387$8.13MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-8,328-4.7%170,512$8.59MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-1,502-2.9%50,139$2.52MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+4,316,500—4,316,500$218.68MQ2 2026Aug 14, 2026
Bank Of America CorpSell-1,473,242-9.2%14,460,849$728.10MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-413,514-23.2%1,368,150$68.89MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Sell-292,193-26.1%828,455$41.71MQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcSell-252,817-41.0%363,513$18.30MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-215,209-3.1%6,825,052$343.64MQ2 2026Aug 14, 2026
Vantage Point Financial LlcSell-194,825-75.2%64,097$3.23MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+194,182—194,182$9.78MQ2 2026Aug 14, 2026
Uniplan Investment Counsel, Inc.Sell-126,259-19.4%523,452$26.36MQ2 2026Aug 14, 2026
Vertex Planning Partners, LlcSell-119,832-13.4%774,263$38.98MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+111,007—111,007$5.59MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+106,616+3.8%2,921,694$147.11MQ2 2026Aug 14, 2026
Cresset Asset Management, LlcSell-101,783-13.7%641,598$32.30MQ2 2026Aug 14, 2026
Retirement Capital StrategiesSell-101,236-90.1%11,161$561.97KQ2 2026Aug 14, 2026
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Frequently asked questions about USFR activity

  • Which institutional owners are buying USFR?

    Institutional owners buying USFR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in USFR activity?

    "Buy" means an investor increased their reported position in USFR compared to the prior reporting period. This reflects growing exposure to WISDOMTREE FLOATING RATE TRE (USFR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in USFR increasing?

    Institutional interest in USFR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.