WISDOMTREE FLOATING RATE TRE (USFR) Institutional Ownership and Insiders Activity
WISDOMTREE FLOATING RATE TRE (USFR) is widely held by institutional investors, with 1 tracked firm reporting positions valued at approximately $737,968 based on SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $737,968 in USFR holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.
Institutional Holders
1
Total Reported Value
$737,968
Largest Holder
Sequoia Financial Advisors
Largest Position
$737,968
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View all- Sequoia Financial Advisors$737,968
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Jul 30, 2026 · valut.ai
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Related USFR Institutional Insights:
- USFR Institutional Ownership & Insiders Activity
- USFR Institutional Ownership & 13F Activity
- USFR Top Institutional Shareholders
- USFR Institutional Buying Activity
- USFR Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- USFR Insider Trading & SEC Form 4 Activity
- USFR Articles
- Top Institutional Investor Stock Rankings