13FPulse
US

USFR WISDOMTREE FLOATING RATE TRE

2026Q2 · CUSIP 97717Y527 · Sector: Other

Normal

Fund flows are within the usual range

Funds that own it
596
Institutions that reported holding it to the SEC
Net decrease in holders
4
Last quarter 600 → now 596
How unusual is that
Below average
Stronger than only 23% of US stocks
What the filings say, in one paragraph

596 funds held USFR at the end of 2026Q2, down 4 from the quarter before. Fund flows are within the usual range — nothing unusual. USFR has had 12 buying rushes in its history. It sits in the Other sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2019Q3: holders=1 2019Q4: holders=1 2020Q1: holders=1 2020Q3: holders=1 2021Q1: holders=1 2021Q2: holders=1 2021Q3: holders=1 2021Q4: holders=2 2022Q1: holders=142 2022Q2: holders=257 2022Q3: holders=283 2022Q4: holders=344 2023Q1: holders=387 2023Q2: holders=439 2023Q3: holders=475 2023Q4: holders=509 2024Q1: holders=481 2024Q2: holders=504 2024Q3: holders=505 2024Q4: holders=560 2025Q1: holders=574 2025Q2: holders=567 2025Q3: holders=559 2025Q4: holders=589 2026Q1: holders=600 2026Q2: holders=596 -140 -70 +0 +70 +140 0315630 19Q320Q321Q322Q223Q123Q424Q325Q226Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 12 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q4 Top 20%
2025Q1 Top 20%
2024Q4 Top 10%
2024Q2 Top 20%
2023Q4 Top 20%
2023Q3 Top 5%
2023Q2 Top 5%
2023Q1 Top 5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
95
Change in large funds
+9
Total value they hold
$11.5B
Funds buying for the first time
65
Funds that sold out entirely
69
Price change that quarter
Funds holding puts (bearish)
0
Funds holding calls (bullish)
0

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.