USFR WISDOMTREE TR

Ownership history in DORVAL Corp  ·  6 quarters on record

This page tracks every 13F SEC filing in which DORVAL Corp 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.

Peak position
7.56% (2025 Q1)
Avg. % of fund
5.76%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 175,551 -71,820 -29.0% 2.82% $8.8M $50.02
2025 Q3 REDUCED 247,371 -74,431 -23.1% 4.12% $12.4M $49.49
2025 Q2 REDUCED 321,802 -51,203 -13.7% 5.79% $16.2M $49.01
2025 Q1 ADDED 373,005 +10,645 +2.9% 7.56% $18.8M $48.50
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    USFR price (monthly, adj. close)
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