13F

USFR WISDOMTREE FLOATING RATE TRE

2026Q1 · CUSIP 97717Y527

🟡 Cooling · Breadth rolling over
Holders
599
Δ holders QoQ
+10
Breadth percentile
Top 29%
Whale holders
86
Δ whales
0
Inst. holding value
$9.9B
New positions
62
Closed positions
52
Price momentum (1Q)
Put / Call
0/0

Breadth history (34 quarters)

2019Q3: Δ+0 · h=1 2019Q4: Δ+0 · h=1 2020Q1: Δ+0 · h=1 2020Q3: Δ+0 · h=1 2021Q1: Δ+0 · h=1 2021Q2: Δ+0 · h=1 2021Q3: Δ+0 · h=1 2021Q4: Δ+1 · h=2 2022Q1: Δ+142 · h=144 2022Q2: Δ+114 · h=258 2022Q3: Δ+26 · h=284 2022Q4: Δ+60 · h=344 2023Q1: Δ+43 · h=387 2023Q2: Δ+52 · h=439 2023Q3: Δ+36 · h=475 2023Q4: Δ+35 · h=510 2024Q1: Δ-28 · h=482 2024Q2: Δ+24 · h=506 2024Q3: Δ+0 · h=506 2024Q4: Δ+55 · h=561 2025Q1: Δ+14 · h=575 2025Q2: Δ-7 · h=568 2025Q3: Δ-9 · h=559 2025Q4: Δ+30 · h=589 2026Q1: Δ+10 · h=599 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=144 2022Q2: holders=258 2022Q3: holders=284 2022Q4: holders=344 2023Q1: holders=387 2023Q2: holders=439 2023Q3: holders=475 2023Q4: holders=510 2024Q1: holders=482 2024Q2: holders=506 2024Q3: holders=506 2024Q4: holders=561 2025Q1: holders=575 2025Q2: holders=568 2025Q3: holders=559 2025Q4: holders=589 2026Q1: holders=599 -142 -71 +0 +71 +142 0315629 19Q320Q321Q322Q223Q123Q424Q325Q226Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 12 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q4 Top 17%
2025Q1 Top 18%
2024Q4 Top 8%
2024Q2 Top 10%
2023Q4 Top 15%
2023Q3 Top 3%
2023Q2 Top 2%
2023Q1 Top 2%
2022Q4 Top 5%
2022Q3 Top 4%
2022Q2 Top 0%
2022Q1 Top 0%
Put holders / Call holders: 0 / 0