WISDOMTREE FLOATING RATE TRE (USFR) Institutional Ownership and Insiders Activity
WISDOMTREE FLOATING RATE TRE (USFR) is widely held by institutional investors, with 604 firms reporting positions valued at approximately $11.11B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Peakshares Llc is the largest disclosed holder, reporting approximately $1.17B in USFR holdings in its latest filing.
Institutional Holders
604
Total Reported Value
$11.11B
Largest Holder
Peakshares Llc
Largest Position
$1.17B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
Funds Exiting Positions
67
Top Institutional Owners
View allInvestorReported Balance
- Peakshares Llc$1.17B
- Morgan Stanley$863.85M
- Bank Of America Corp$728.10M
- Lpl Financial Llc$667.62M
- Summit Trail Advisors, Llc$568.20M
USFR News
All news- Bonfire Financial Q2 Investment Activity: Focus on Technology and ETFs
Aug 11, 2026 · valut.ai
- Eaton Financial Holdings: Detailed Investment Activity Analysis for Q2 2026
Aug 9, 2026 · valut.ai
- Andina Capital Management Q2 2026: Significant ETF Purchases and Sales Observed
Aug 9, 2026 · valut.ai
- Bip Wealth Q3 Portfolio Analysis: Strategic ETF Purchases and Sales
Aug 5, 2026 · valut.ai
- Peck Wealth Management Q2 2026: Strategic Shifts in Bond ETFs and Growth Assets Observed
Aug 4, 2026 · valut.ai
- Sky-Mountain Capital Management Q2 2026 Portfolio Activity
Aug 4, 2026 · valut.ai
- Independent Wealth Advisors Llc Increases Holdings Across Portfolio in Q2 2026
Jul 30, 2026 · valut.ai
- Fortune Financial Group Increases Exposure to Growth ETFs in Q2 2026
Jul 30, 2026 · valut.ai