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 $548,076 based on SEC Form 13F filings for the quarter ended March 31, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $548,076 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
$548,076
Largest Holder
Sequoia Financial Advisors
Largest Position
$548,076
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View all- Sequoia Financial Advisors$548,076
usfr News
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Jul 12, 2026 · valut.ai
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Jul 12, 2026 · valut.ai
- Melone Private Wealth Q2 2026 Filing: Munis, ETFs Dominate Portfolio Activity
Jul 12, 2026 · valut.ai
- Parisi Gray Wealth Management Q1 2026 Portfolio Activity: Focus on USFR, Tech Buys
Jul 12, 2026 · valut.ai
- Castle Rock Wealth Management Q2 2026: Strategic Shifts in Tech and ETF Holdings
Jul 10, 2026 · valut.ai
- Value Investment Professionals Llc Q2 2026 Portfolio Activity: Major Buys and Sells Observed
Jul 9, 2026 · valut.ai
- Sfm Llc Portfolio Adjustments Q2 2026: Key Buys & Sales
Jul 9, 2026 · valut.ai
- Moulton Wealth Management Portfolio Shifts in Q1 2026
Jul 8, 2026 · valut.ai
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
- Top Institutional Investor Stock Rankings