Wisdomtree Floating Rate Tre
$50.380%
+$350.3M
Net Activity
+1.99% total shares
Institutions Holding
611
Popularity Rank
#931
Avg Weight
1.26%
Total Value
$10.2B
611 institutions currently hold USFR, with 297 net buyers and 292 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
292
Net Buying Institutions
297
Top 5 by Value
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Across its top 20 institutional holders, USFR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 19/100).
USFR ranks #931 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
USFR is a top-conviction position for Sky-mountain Capital Management, Inc. — at 39.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in USFR belongs to Morgan Stanley, but the position matters far more to Sky-mountain Capital Management, Inc., who has 39.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Summit Trail Advisors, LLC has added to its USFR position for two straight quarters, increasing it by $135.7M to reach $568.2M today.
Captrust Financial Advisors has trimmed its USFR position for two straight quarters, cutting it by $141.9M while still holding $220.2M.
USFR is down 0% today, but institutions show net buying of $350.3M this quarter — a divergence between today's price move and the underlying institutional flow.
+$1.1B
Total Buy Value
$799.7M
Total Sell Value
297
Net Buyers
292
Net Sellers
USFR
Q2 2026
Top 5 Institutional Movers
+$174.6M
-$74.0M
+$68.4M
+$50.4M
-$46.5M
USFR does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
| Action | Member | Trade Date | Amount |
|---|---|---|---|
| Buy | Lindsey Graham Senate | 2024-01-26 | $15K–$50K |
| Buy | Lindsey Graham Senate | 2023-12-28 | $15K–$50K |
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
97717Y527
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,239
Total reported value
$2.2T
3224 13F institutions increased their position this quarter
Institutions Holding
5,987
Total reported value
$3.6T
3028 13F institutions increased their position this quarter
Institutions Holding
6,149
Total reported value
$1.8T
2966 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,246
Total reported value
$1.3T
Held by 5246 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,142
Total reported value
$670.7B
Held by 5142 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,071
Total reported value
$1.1T
Held by 5071 institutions — one of the most-tracked stocks on AlphaSMO
Access USFR's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/USFRCLI
npx alphasmo stocks get USFR