USFR β€” WISDOMTREE TR

Ownership history in HALBERT HARGROVE GLOBAL ADVISORS, LLC  Β·  5 quarters on record

AI Ownership Summary

HALBERT HARGROVE GLOBAL ADVISORS, LLC reported WISDOMTREE TR (USFR) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 5.33% in 2024 Q4. The latest visible filing shows USFR at 0.00% 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 HALBERT HARGROVE GLOBAL ADVISORS, 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 Q3

USFR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.33% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2025 Q3

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 HALBERT HARGROVE GLOBAL ADVISORS, LLC fund profile HALBERT HARGROVE GLOBAL ADVISORS, LLC full holdings
How HALBERT HARGROVE GLOBAL ADVISORS, LLC held USFR β€” position size vs. price
% of Fund (quarterly)    USFR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 18 -364 -95.3% 0.00% $905 2025-10-16 $49.41
2025 Q2 REDUCED 382 -4,691 -92.5% 0.00% $19K 2025-07-17 $48.97
2025 Q1 REDUCED 5,073 -1,899,892 -99.7% 0.01% $255K 2025-04-18 $48.44
2024 Q4 REDUCED 1,904,965 -158,660 -7.7% 5.33% $95.9M 2025-02-05 $48.07
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

Stonekeep Investments, LLC 10.86% Ares Financial Consulting, LLC 6.21% Vigilare Wealth Management 3Y 3.99% Hobart Private Capital, LLC 3Y 1.09% IFS Advisors, LLC 3Y 1.0% ANDERSON HOAGLAND & CO 3Y 7Y 0.8% BEACON FINANCIAL GROUP 3Y 7Y 0.4% Farther Finance Advisors, LLC 0.37% G&S Capital LLC 3Y 7Y 0.14% PARK AVENUE SECURITIES LLC 3Y 7Y 0.01%

FAQ About HALBERT HARGROVE GLOBAL ADVISORS, 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 HALBERT HARGROVE GLOBAL ADVISORS, LLC reported owning USFR?

HALBERT HARGROVE GLOBAL ADVISORS, LLC reported USFR across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported USFR position in HALBERT HARGROVE GLOBAL ADVISORS, LLC's portfolio?

The largest reported portfolio weight for USFR was 5.33% in 2024 Q4.

What is the latest reported USFR position on this page?

The most recent filing on this page is 2025 Q3, when HALBERT HARGROVE GLOBAL ADVISORS, LLC reported 18 shares, equal to 0.00% of portfolio, with an estimated market value of $905.

What does the chart on this USFR ownership page compare?

The chart compares HALBERT HARGROVE GLOBAL ADVISORS, 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.

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