USFR β€” WISDOMTREE TR

Ownership history in Financial Planning & Information Services, Inc.  Β·  4 quarters on record

AI Ownership Summary

Financial Planning & Information Services, Inc. reported WISDOMTREE TR (USFR) in 4 quarterly 13F filings from 2023 Q4 through 2024 Q2. Peak portfolio weight reached 0.09% in 2023 Q4. The latest visible filing shows USFR at 0.04% 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 Financial Planning & Information Services, Inc.'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
2024 Q2

USFR was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2023 Q4

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 2024 Q2

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.

USFR stock page Financial Planning & Information Services, Inc. fund profile Financial Planning & Information Services, Inc. full holdings
How Financial Planning & Information Services, Inc. held USFR β€” position size vs. price
% of Fund (quarterly)    USFR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 REDUCED 5,041 -430 -7.9% 0.04% $254K 2024-08-13 $46.92
2024 Q1 REDUCED 5,471 -5,287 -49.1% 0.04% $275K 2024-05-14 $46.37
2023 Q4 ADDED 10,758 +1,293 +13.7% 0.09% $540K 2024-02-14 $45.73
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding USFR

As of 2026 Q1 β€” sorted by position size

MOULTON WEALTH MANAGEMENT, INC 3Y 15.61% Stonekeep Investments, LLC 10.86% Lauer Wealth, LLC 9.83% Leibman Financial Services, Inc. 9.04% Melone Private Wealth, LLC 3Y 8.75% Charis Legacy Partners, LLC 6.37% Ares Financial Consulting, LLC 6.21% SFM, LLC 5.63% Sharper & Granite LLC 3Y 5.07% Vigilare Wealth Management 3Y 3.99%

FAQ About Financial Planning & Information Services, Inc. and USFR

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

How long has Financial Planning & Information Services, Inc. reported owning USFR?

Financial Planning & Information Services, Inc. reported USFR across 3 quarterly 13F filings, from 2023 Q4 through 2024 Q2.

What was the largest reported USFR position in Financial Planning & Information Services, Inc.'s portfolio?

The largest reported portfolio weight for USFR was 0.09% in 2023 Q4.

What is the latest reported USFR position on this page?

The most recent filing on this page is 2024 Q2, when Financial Planning & Information Services, Inc. reported 5,041 shares, equal to 0.04% of portfolio, with an estimated market value of $254K.

What does the chart on this USFR ownership page compare?

The chart compares Financial Planning & Information Services, Inc.'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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