WISDOMTREE FLOATING RATE TRE (USFR) Top Institutional Shareholders
WISDOMTREE FLOATING RATE TRE (USFR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $9.89B in USFR holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of USFR tracked by InsiderSet, reporting ownership valued at approximately $877.96M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $879.18M, representing an estimated gain of +0.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 46% of the total disclosed USFR value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in WISDOMTREE FLOATING RATE TRE (USFR).
This page ranks the largest institutional USFR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
591
Total Reported Value
$9.89B
Largest Holder
Morgan Stanley
Largest Position
$877.96M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.05% | 17,440,508 | $877,955,232 | $879,176,008 | +$1,220,776 | +0.14% | |
| Bank Of America Corp | 0.06% | 15,934,091 | $802,122,141 | $803,237,527 | +$1,115,386 | +0.14% | |
| Lpl Financial Llc | 0.17% | 12,759,066 | $642,291,362 | $643,184,517 | +$893,155 | +0.14% | |
| Summit Trail Advisors, Llc | 7.16% | 9,927,563 | $499,753,541 | $500,448,451 | +$694,910 | +0.14% | |
| Newedge Wealth, Llc | 4.59% | 7,632,376 | $384,213,820 | $384,748,074 | +$534,254 | +0.14% | |
| Raymond James Financial Inc | 0.11% | 7,040,261 | $354,406,763 | $354,899,557 | +$492,794 | +0.14% | |
| Captrust Financial Advisors | 0.46% | 5,254,391 | $264,506,048 | $264,873,850 | +$367,802 | +0.14% | |
| Bip Wealth, Llc | 10.44% | 5,099,716 | $256,719,664 | $257,076,684 | +$357,020 | +0.14% | |
| Ubs Group Ag | 0.05% | 5,091,228 | $256,292,418 | $256,648,803 | +$356,385 | +0.14% | |
| Wells Fargo & Company/Mn | 0.04% | 3,939,267 | $198,302,697 | $198,578,449 | +$275,752 | +0.14% | |
| Ameriprise Financial Inc | 0.04% | 3,827,440 | $193,105,888 | $192,941,250 | -$164,638 | -0.09% | |
| Knightsbridge Asset Management, Llc | 11.44% | 3,099,425 | $155,987,825 | $156,242,014 | +$254,189 | +0.16% | |
| Royal Bank Of Canada | 0.03% | 2,815,078 | $141,711,000 | $141,908,082 | +$197,082 | +0.14% | |
| Serenus Wealth Advisors, Llc | 24.28% | 2,418,262 | $121,735,288 | $121,904,587 | +$169,299 | +0.14% | |
| Hightower Advisors, Llc | 0.13% | 2,340,291 | $117,810,582 | $117,974,069 | +$163,487 | +0.14% | |
| Private Advisor Group, Llc | 0.55% | 2,316,049 | $116,589,895 | $116,752,030 | +$162,135 | +0.14% | |
| Kestra Advisory Services, Llc | 0.38% | 2,009,823 | $101,174,512 | $101,315,177 | +$140,665 | +0.14% | |
| Iht Wealth Management, Llc | 2.09% | 1,781,664 | $89,688,960 | $89,813,682 | +$124,722 | +0.14% | |
| Osaic Holdings, Inc. | 0.13% | 1,708,924 | $86,029,080 | $86,146,859 | +$117,779 | +0.14% | |
| Cetera Investment Advisers | 0.09% | 1,708,823 | $86,022,130 | $86,141,767 | +$119,637 | +0.14% | |
| Morton Capital Management Llc/Ca | 12.56% | 1,677,866 | $84,463,761 | $84,581,225 | +$117,464 | +0.14% | |
| Rockefeller Capital Management L.P. | 0.14% | 1,527,134 | $76,875,958 | $76,982,825 | +$106,867 | +0.14% | |
| Cardinal Point Capital Management Ulc | 4.55% | 1,474,438 | $74,223,224 | $74,326,420 | +$103,196 | +0.14% | |
| Global View Capital Management Llc | 18.41% | 1,377,489 | $69,342,827 | $69,439,220 | +$96,393 | +0.14% | |
| Sky-Mountain Capital Management, Inc. | 45.96% | 1,272,541 | $64,059,717 | $64,148,792 | +$89,075 | +0.14% | |
| Davenport & Co Llc | 0.35% | 1,265,991 | $63,729,991 | $63,818,606 | +$88,615 | +0.14% | |
| Envestnet Asset Management Inc | 0.02% | 1,261,965 | $63,527,334 | $63,615,656 | +$88,322 | +0.14% | |
| Bank Of New York Mellon Corp | 0.01% | 1,171,030 | $58,949,656 | $59,031,622 | +$81,966 | +0.14% | |
| Fourpath Capital Management, Llc | 8.41% | 1,164,700 | $58,631,022 | $58,712,527 | +$81,505 | +0.14% | |
| Ausdal Financial Partners, Inc. | 2.52% | 1,120,648 | $56,413,405 | $56,491,866 | +$78,461 | +0.14% | |
| Stifel Financial Corp | 0.05% | 1,107,390 | $55,745,839 | $55,823,530 | +$77,691 | +0.14% | |
| Stenger Family Office, Llc | 8.97% | 1,009,122 | $50,799,193 | $50,869,840 | +$70,647 | +0.14% | |
| Steward Partners Investment Advisory, Llc | 0.25% | 961,440 | $48,398,869 | $48,466,190 | +$67,321 | +0.14% | |
| Encompass More Asset Management | 7.91% | 930,640 | $46,848,395 | $46,913,562 | +$65,167 | +0.14% | |
| Commonwealth Equity Services, Llc | 0.07% | 930,289 | $46,830,730 | $46,895,868 | +$65,138 | +0.14% | |
| Mcguire Investment Group, Llc | 5.09% | 895,079 | $45,058,252 | $45,120,932 | +$62,680 | +0.14% | |
| Lido Advisors, Llc | 0.18% | 894,474 | $45,027,871 | $45,090,434 | +$62,563 | +0.14% | |
| Vertex Planning Partners, Llc | 8.74% | 894,095 | $45,008,726 | $45,071,329 | +$62,603 | +0.14% | |
| Mission Wealth Management, Lp | 0.91% | 868,238 | $43,707,101 | $43,767,878 | +$60,777 | +0.14% | |
| Blair William & Co/Il | 0.12% | 861,142 | $43,349,877 | $43,410,168 | +$60,291 | +0.14% | |
| Lunt Capital Management, Inc. | 16.46% | 851,899 | $42,884,596 | $42,944,229 | +$59,633 | +0.14% | |
| Exit Wealth Advisors, Llc. | 21.58% | 832,449 | $41,905,497 | $41,963,754 | +$58,257 | +0.14% | |
| Mraz, Amerine & Associates, Inc. | 6.10% | 822,468 | $41,403,057 | $41,460,612 | +$57,555 | +0.14% | |
| Kestra Private Wealth Services, Llc | 0.50% | 810,901 | $40,820,752 | $40,877,519 | +$56,767 | +0.14% | |
| Wealthspire Advisors, Llc | 0.32% | 809,798 | $40,765,236 | $40,821,917 | +$56,681 | +0.14% | |
| Capital Planning Advisors, Llc | 5.88% | 807,604 | $40,654,806 | $40,711,318 | +$56,512 | +0.14% | |
| Farther Finance Advisors, Llc | 0.37% | 778,937 | $39,211,681 | $39,266,214 | +$54,533 | +0.14% | |
| Clear Creek Financial Management, Llc | 2.98% | 772,932 | $38,909,397 | $38,963,502 | +$54,105 | +0.14% | |
| Independent Advisor Alliance | 0.42% | 769,824 | $38,752,970 | $38,806,828 | +$53,858 | +0.14% | |
| Alphacore Capital Llc | 0.91% | 764,110 | $38,465,311 | $38,518,785 | +$53,474 | +0.14% |
Frequently asked questions about USFR
Who owns the most USFR stock?
The largest holders of USFR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE FLOATING RATE TRE (USFR).
Is USFR widely held by superinvestors?
Many widely followed stocks like USFR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly USFR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.