USFR β€” WISDOMTREE TR

Ownership history in CAPITAL MANAGEMENT CORP /VA  Β·  14 quarters on record

AI Ownership Summary

CAPITAL MANAGEMENT CORP /VA reported WISDOMTREE TR (USFR) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.77% in 2025 Q1. The latest visible filing shows USFR at 1.76% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this USFR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAPITAL MANAGEMENT CORP /VA's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

USFR was reported at 1.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.77% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CAPITAL MANAGEMENT CORP /VA held USFR β€” position size vs. price
% of Fund (quarterly)    USFR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 213,314 +1,374 +0.6% 1.76% $10.7M 2026-02-14 (Est.) $50.13
2025 Q3 ADDED 211,940 +19,730 +10.3% 1.67% $10.7M 2025-11-04 $49.53
2025 Q2 REDUCED 192,210 -10,660 -5.3% 1.65% $9.7M 2025-07-28 $49.03
2025 Q1 ADDED 202,870 +12,305 +6.5% 1.77% $10.2M 2025-05-05 $48.53
2024 Q4 ADDED 190,565 +902 +0.5% 1.72% $9.6M 2025-02-07 $48.09
2024 Q3 ADDED 189,663 +18,377 +10.7% 1.69% $9.5M 2024-10-30 $47.42
2024 Q2 REDUCED 171,286 -1,252 -0.7% 1.73% $8.6M 2024-07-25 $46.82
2024 Q1 ADDED 172,538 +17,954 +11.6% 1.65% $8.7M 2024-05-10 $46.36
2023 Q4 ADDED 154,584 +45,811 +42.1% 1.53% $7.8M 2024-02-01 $45.62
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About CAPITAL MANAGEMENT CORP /VA and USFR

These are the practical questions this page is built to answer before you even open the full history table.

How long has CAPITAL MANAGEMENT CORP /VA reported owning USFR?

CAPITAL MANAGEMENT CORP /VA reported USFR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported USFR position in CAPITAL MANAGEMENT CORP /VA's portfolio?

The largest reported portfolio weight for USFR was 1.77% in 2025 Q1.

What is the latest reported USFR position on this page?

The most recent filing on this page is 2025 Q4, when CAPITAL MANAGEMENT CORP /VA reported 213,314 shares, equal to 1.76% of portfolio, with an estimated market value of $10.7M.

What does the chart on this USFR ownership page compare?

The chart compares CAPITAL MANAGEMENT CORP /VA's quarterly USFR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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