WISDOMTREE TR

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USFR·97717Y527·US·ETF·Unknown - Unknown

USFR (WISDOMTREE TR) is held by 89 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($863.9M), BANK OF AMERICA CORP /DE/ ($728.1M), LPL Financial LLC ($667.6M). Net institutional sentiment: Mixed. In Q2 2026, 1 member of Congress and 51 funds bought USFR.

89

Holders

(15 Elite)

$5.8B

Total Value

59% (86)

Consensus

51 buying - 35 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)56

Insider (Form 4)25

Activist (13D/13G)76

Congressional (STOCK Act)30

Holder Quality

31

★★★★★

Elite

31

★★★★

Strong

39

★★★

Solid

77

★★

Below

16

★

Weak

Held by 89 funds

15 elite

Who's Trading

Source dates: Price Aug 18, 2026 · Insiders none · Activists none · Congress May 8, 2024

CongressLindsey GrahamBuy $15,001 - $50,000Jan 26, 2024

CongressLindsey GrahamBuy $15,001 - $50,000Dec 28, 2023

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Top Holders

Top Holders (89)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	17.2M(-1.6%)	$863.9M	0.0%	+9.08%	0
BANK OF AMERICA CORP /DE/	Decreased	14.5M(-9.3%)	$728.1M	0.0%	+6.15%	0
LPL Financial LLC	Increased	13.3M(+3.9%)	$667.6M	0.1%	+13.80%	39
NewEdge Wealth, LLC	Increased	11.1M(+45.4%)	$558.9M	5.6%	+1.83%	83
RAYMOND JAMES FINANCIAL INC	Decreased	6.8M(-3.1%)	$343.6M	0.1%	+6.25%	0
UBS Group AG	Increased	5.4M(+5.4%)	$270.1M	0.0%	+13.14%	33
CAPTRUST FINANCIAL ADVISORS	Decreased	4.4M(-16.8%)	$220.2M	0.3%	+12.51%	0
AMERIPRISE FINANCIAL INC	Increased	4.3M(+12.8%)	$218.7M	0.0%	+11.69%	35
WELLS FARGO & COMPANY/MN	Increased	4M(+1.0%)	$200.4M	0.0%	+10.95%	31
ROYAL BANK OF CANADA	Increased	2.9M(+3.8%)	$147.1M	0.0%	+5.41%	31
HighTower Advisors, LLC	Increased	2.5M(+5.7%)	$124.6M	0.1%	+11.45%	38
Cetera Investment Advisers	Increased	1.8M(+4.7%)	$90M	0.1%	+9.27%	31
OSAIC HOLDINGS, INC.	Increased	1.8M(+2.7%)	$88.4M	0.1%	+12.28%	37
Rockefeller Capital Management L.P.	Increased	1.6M(+3.4%)	$79.5M	0.1%	+4.94%	37
Private Advisor Group, LLC	Decreased	1.6M(-32.3%)	$78.9M	0.4%	+11.38%	0
Kestra Advisory Services, LLC	Decreased	1.5M(-25.6%)	$75.3M	0.2%	+5.84%	0
DAVENPORT & Co LLC	Increased	1.3M(+3.3%)	$65.9M	0.3%	+15.54%	37
Bank of New York Mellon Corp	Increased	1.3M(+11.4%)	$65.7M	0.0%	+8.54%	33
STIFEL FINANCIAL CORP	Increased	1.2M(+11.6%)	$62.2M	0.1%	+8.34%	33
ENVESTNET ASSET MANAGEMENT INC	Decreased	1.2M(-8.2%)	$58.3M	0.0%	+12.11%	0

Showing 1-20 of 91

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USFRWISDOMTREE TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer