The company
WisdomTree Floating Rate Treasury Fund
USFR · NYSE Arca · fund
USFR stood above a rising 150-day average in 26 of the last 52 weekly readings, including each of the last 3 weeks. It is 0.2% above that average now.
Statistics
- Rotation
- not in the set
- Weeks in an uptrend
- 3 in a row
- Officials’ trades on record
- 2
- Institutions holding
- 590 (+11)
In the rotation
Each square a week: lit when it closed above a rising 150-day average. 26 of 52 weeks.
Money in and out
Open-market buys above the line and sales below, in dollars.
Congress and officials
2 disclosed lines: House 0, Senate 2, executive 0; 1 people.
| Who | Did | Amount | Traded |
|---|---|---|---|
| Lindsey Graham Senate: U.S. Senate eFDSenator | bought | $15k–$50k | 26 Jan 2024filed 26 Jan 2024 |
| Lindsey Graham Senate: U.S. Senate eFDSenator | bought | $15k–$50k | 28 Dec 2023filed 8 May 2024 |
Insiders
No open-market buy or sale by its insiders on record.
Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.
Institutions
Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEYreduced · filed 13 Aug 2026 | 17,156,947$863.9M | -283,561−1.6% |
| BANK OF AMERICA CORPreduced · filed 14 Aug 2026 | 14,460,849$728.1M | -1,473,242−9.2% |
| LPL Financial LLCadded · filed 7 Aug 2026 | 13,259,499$667.6M | +500,433+3.9% |
| Summit Trail Advisors, LLCadded · filed 11 Aug 2026 | 11,284,922$568.2M | +1,357,359+13.7% |
| NewEdge Wealth, LLCadded · filed 10 Aug 2026 | 11,099,477$558.9M | +3,467,101+45.4% |
| RAYMOND JAMES FINANCIAL INCreduced · filed 14 Aug 2026 | 6,825,052$343.6M | -215,209−3.1% |
| BIP Wealth, LLCadded · filed 3 Aug 2026 | 5,521,691$278.0M | +421,975+8.3% |
| UBS Group AGadded · filed 13 Aug 2026 | 5,364,589$270.1M | +273,361+5.4% |
| CAPTRUST FINANCIAL ADVISORSreduced · filed 13 Aug 2026 | 4,373,842$220.2M | -880,549−16.8% |
| AMERIPRISE FINANCIAL INCadded · filed 14 Aug 2026 | 4,316,500$218.7M | +489,060+12.8% |
News
No headline names it lately.
Everyone who traded it
Same industry
No other stock in its industry this week.
Government contracts
No federal award is tied to it.
From its SEC filings
No ratio computed from its SEC filings yet.
Analyst forecasts
No analyst forecasts yet.