Ownership history in Activest Wealth Management · 9 quarters on record
This page tracks every 13F SEC filing in which Activest Wealth Management reported a position in WISDOMTREE TR (USFR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 117,304 | -6,179 | -5.0% | 1.10% | $5.9M | $50.02 |
| 2025 Q3 | REDUCED | 123,483 | -14,571 | -10.6% | 1.26% | $6.2M | $49.49 |
| 2025 Q2 | REDUCED | 138,054 | -797 | -0.6% | 1.67% | $6.9M | $49.01 |
| 2025 Q1 | REDUCED | 138,851 | -5,705 | -3.9% | 1.87% | $7.0M | $48.50 |
| 2024 Q4 | REDUCED | 144,556 | -9,282 | -6.0% | 2.03% | $7.3M | $47.99 |
| 2024 Q3 | ADDED | 153,838 | +696 | +0.5% | 2.39% | $7.7M | $47.34 |
| 2024 Q2 | ADDED | 153,142 | +71,884 | +88.5% | 2.53% | $7.7M | $46.80 |
| 2024 Q1 | ADDED | 81,258 | +80,623 | +12696.5% | 1.97% | $4.1M | $46.16 |
| 2022 Q4 | INITIATED | 635 | — | — | 0.01% | $32K | — |
As of 2025 Q4 — sorted by position size