USFR · Insider trading · 13F holders · Congress trades
Wisdomtree Floating Rate Treasury Fund (USFR)
Who is buying and selling USFR: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 226
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 2
USFR at a glance
- No open-market insider purchases or sales of USFR were filed in the last 90 days.
- 226 13F filers hold USFR among their 50 largest positions, worth $4.7B combined. The biggest bets by portfolio weight are Sky-Mountain Capital Management, Inc. (39.3%), Stonebridge Wealth Management, LLC (24.4%) and Knightsbridge Asset Management, LLC (21.9%). In their latest 13Fs, 1 manager opened a new position and 79 added to one.
- Members of Congress have disclosed 2 USFR trades since 2024, 2 purchases and 0 sales in the past year; the latest was Lindsey Graham (R-SC), buying $15K–50K on Dec 28, 2023.
- USFR last closed at $50.41 on Oct 30, 2026.
USFR insider trading
No open-market insider purchases or sales of USFR were filed in the last 90 days.
Who owns USFR? Hedge funds and superinvestors
226 13F filers hold USFR among their 50 largest positions, worth $4.7B combined. The biggest bets by portfolio weight are Sky-Mountain Capital Management, Inc. (39.3%), Stonebridge Wealth Management, LLC (24.4%) and Knightsbridge Asset Management, LLC (21.9%). In their latest 13Fs, 1 manager opened a new position and 79 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLCWealth manager | 7.2% | $568.2M | 11,284,922 | +13.7% shares | Q2 2026 |
| NewEdge Wealth, LLCWealth manager | 5.6% | $558.9M | 11,099,477 | +45.4% shares | Q2 2026 |
| BIP Wealth, LLCWealth manager | 7.7% | $284.1M | 5,638,832 | +2.1% shares | Q3 2026 |
| Morton Capital Management LLC/CAAsset manager | 19.0% | $157.3M | 3,122,365 | +79.4% shares | Q3 2026 |
| Knightsbridge Asset Management, LLCWealth manager | 21.9% | $156.0M | 3,099,432 | +150.2% shares | Q2 2026 |
| Serenus Wealth Advisors, LLCWealth manager | 21.3% | $122.1M | 2,424,914 | +0.3% shares | Q2 2026 |
| Private Advisor Group, LLCWealth manager | 0.4% | $78.9M | 1,567,010 | -32.3% shares | Q2 2026 |
| Cardinal Point Capital Management ULCWealth manager | 4.2% | $76.2M | 1,512,186 | +5.3% shares | Q3 2026 |
| IHT Wealth Management, LLCWealth manager | 1.5% | $68.9M | 1,368,150 | -23.2% shares | Q2 2026 |
| Fourpath Capital Management, LLCWealth manager | 7.8% | $59.8M | 1,187,131 | +4.7% shares | Q3 2026 |
| Sky-Mountain Capital Management, Inc.Wealth manager | 39.3% | $54.9M | 1,090,104 | -14.3% shares | Q2 2026 |
| Encompass More Asset ManagementWealth manager | 7.7% | $54.2M | 1,075,246 | -27.0% shares | Q3 2026 |
| Stenger Family Office, LLCWealth manager | 7.4% | $53.7M | 1,065,100 | +12.0% shares | Q3 2026 |
| Alpine Bank Wealth ManagementBank & trust | 6.5% | $50.0M | 991,953 | +160.0% shares | Q3 2026 |
| McGuire Investment Group, LLCWealth manager | 4.4% | $49.6M | 984,036 | +3.8% shares | Q3 2026 |
| Lunt Capital Management, Inc.Institutional asset manager | 17.1% | $46.5M | 923,539 | +8.4% shares | Q2 2026 |
| Aprio Wealth Management, LLCWealth manager | 2.1% | $45.6M | 904,913 | +33.7% shares | Q3 2026 |
| Carmel Capital Partners, LLCWealth manager | 14.6% | $44.0M | 874,714 | +51.6% shares | Q2 2026 |
| Mraz, Amerine & Associates, Inc.Wealth manager | 6.2% | $43.3M | 859,642 | +4.5% shares | Q2 2026 |
| Ausdal Financial Partners, Inc.Wealth manager | 1.6% | $41.7M | 828,455 | -26.1% shares | Q2 2026 |
| Disciplina Capital Management LLCInstitutional asset manager | 4.3% | $41.2M | 817,373 | +22.8% shares | Q2 2026 |
| Capital Planning Advisors, LLCWealth manager | 5.9% | $40.7M | 807,604 | +25.9% shares | Q1 2026 |
| Clear Creek Financial Management, LLCWealth manager | 3.1% | $40.6M | 806,407 | +140.5% shares | Q3 2026 |
| Mission Wealth Management, LPWealth manager | 0.7% | $40.4M | 801,187 | -57.1% shares | Q3 2026 |
| Kestra Private Wealth Services, LLCWealth manager | 0.4% | $40.3M | 800,627 | -1.3% shares | Q2 2026 |
| Wealthcare Capital Partners, LLCWealth manager | 16.3% | $40.3M | 799,449 | +23.5% shares | Q3 2026 |
| Global View Capital Management LLCWealth manager | 8.7% | $39.1M | 776,613 | +71.2% shares | Q3 2026 |
| Vertex Planning Partners, LLCWealth manager | 5.8% | $39.0M | 774,263 | -13.4% shares | Q2 2026 |
| Global Retirement Partners, LLCInstitutional asset manager | 0.6% | $38.3M | 761,225 | +46.3% shares | Q2 2026 |
| AlphaCore Capital LLCWealth manager | 0.7% | $37.5M | 744,182 | -2.6% shares | Q2 2026 |
The 30 largest of 226 positions, by value. Each manager counts with its latest 13F (Q3 2026: 119, Q2 2026: 103, Q1 2026: 4). Screen USFR in the grand portfolio →
USFR stock trades by members of Congress
Members of Congress have disclosed 2 USFR trades since 2024, 2 purchases and 0 sales in the past year; the latest was Lindsey Graham (R-SC), buying $15K–50K on Dec 28, 2023.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| May 8, 2024 | Lindsey GrahamR-SC · Senate | Buy | $15K–50K | Dec 28, 2023 | +0.3% |
| Jan 26, 2024 | Lindsey GrahamR-SC · Senate | Buy | $15K–50K | Jan 26, 2024 | +0.3% |
USFR questions and answers
Are insiders buying USFR stock?
No open-market insider purchases or sales of USFR were filed in the last 90 days.
Which hedge funds own USFR?
226 13F filers hold USFR among their 50 largest positions, worth $4.7B combined. The biggest bets by portfolio weight are Sky-Mountain Capital Management, Inc. (39.3%), Stonebridge Wealth Management, LLC (24.4%) and Knightsbridge Asset Management, LLC (21.9%). In their latest 13Fs, 1 manager opened a new position and 79 added to one.
Has Congress traded USFR?
Members of Congress have disclosed 2 USFR trades since 2024, 2 purchases and 0 sales in the past year; the latest was Lindsey Graham (R-SC), buying $15K–50K on Dec 28, 2023.
Who is the largest holder of USFR?
Among 13F filers, Summit Trail Advisors, LLC reports the largest USFR position, $568.2M (11,284,922 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Sky-Mountain Capital Management, Inc.'s: 39.3% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.