Grant/GrossMendelsohn, LLC USFR — WISDOMTREE TR

Ownership history in Grant/GrossMendelsohn, LLC  ·  9 quarters on record

AI Ownership Summary

Grant/GrossMendelsohn, LLC reported WISDOMTREE TR (USFR) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 1.65% in 2023 Q4. The latest visible filing shows USFR at 1.32% 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 Grant/GrossMendelsohn, LLC'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 Q1

USFR was reported at 1.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.65% 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 2025 Q1

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 Grant/GrossMendelsohn, LLC fund profile Grant/GrossMendelsohn, LLC full holdings
How Grant/GrossMendelsohn, LLC held USFR — position size vs. price
% of Fund (quarterly)    USFR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 ADDED — — — 47,110 +898 +1.9% 1.32% $2.4M 2025-05-15 (Est.) $48.29
2024 Q4 REDUCED 9.2% +1.1% ❌ 46,212 -4,679 -9.2% 1.22% $2.3M 2025-01-15 $47.66
2024 Q3 REDUCED — — — 50,891 -1,438 -2.7% 1.10% $2.6M 2024-10-15 $47.02
2024 Q2 REDUCED 11.8% +1.1% ❌ 52,329 -6,981 -11.8% 1.20% $2.6M 2024-07-22 $46.52
2024 Q1 REDUCED 25.3% +1.4% ❌ 59,310 -20,132 -25.3% 1.39% $3.0M 2024-04-25 $45.96
2023 Q4 ADDED — — — 79,442 +23,475 +41.9% 1.65% $4.0M 2024-01-30 $45.30
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding USFR

As of 2026 Q1 — sorted by position size

SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 45.96% Serenus Wealth Advisors, LLC 24.28% Stonebridge Wealth Management, LLC 22.34% Exit Wealth Advisors, LLC. 21.54% Global View Capital Management LLC 18.41% Lunt Capital Management, Inc. 16.46% MOULTON WEALTH MANAGEMENT, INC 3Y 15.61% Wealthcare Capital Partners, LLC 15.36% KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3Y 7Y 15.08% Broussard Financial Group LLC 15.02%

FAQ About Grant/GrossMendelsohn, LLC and USFR

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

How long has Grant/GrossMendelsohn, LLC reported owning USFR?

Grant/GrossMendelsohn, LLC reported USFR across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported USFR position in Grant/GrossMendelsohn, LLC's portfolio?

The largest reported portfolio weight for USFR was 1.65% in 2023 Q4.

What is the latest reported USFR position on this page?

The most recent filing on this page is 2025 Q1, when Grant/GrossMendelsohn, LLC reported 47,110 shares, equal to 1.32% of portfolio, with an estimated market value of $2.4M.

What does the chart on this USFR ownership page compare?

The chart compares Grant/GrossMendelsohn, LLC'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.

How well did Grant/GrossMendelsohn, LLC time their USFR position?

Based on 13F filing dates vs. subsequent USFR price moves, Grant/GrossMendelsohn, LLC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on USFR relative to SPY over the holding period was -12.8%.

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