§ EQUITY
USDUSFR
WISDOMTREE FLOATING RATE TRE
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
305 increased/new, 246 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Morgan Stanley | 17.4M | 0.1% | n/a |
| Bank of America Corp | 15.9M | 0.1% | +11% |
| LPL Financial LLC | 12.8M | 0.2% | −1% |
| Summit Trail Advisors, LLC | 9.9M | 7.2% | +15% |
| NewEdge Wealth, LLC | 7.6M | 4.6% | −8% |
| RAYMOND JAMES FINANCIAL INC | 7.0M | 0.1% | −1% |
◇ AC INTELLIGENCE
Top institutional owners for USFR as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER72.7% · 555 holders
DEALER / BANK24.2% · 30 holders
QUALITY / COMPOUNDER2.6% · 5 holders
INCOME / DEFENSIVE0.4% · 3 holders
SYSTEMATIC / QUANT0.0% · 2 holders
TACTICAL / MACRO0.0% · 1 holder
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for USFR in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention USFR yet.