USFR β€” WISDOMTREE TR

Ownership history in Hamilton Wealth, LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Hamilton Wealth, LLC 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.19% (2025 Q3)
πŸ“Š Avg. % of fund
1.98%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
2
% of Fund (quarterly)    USFR price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 95,799 -83,534 -46.6% 1.77% $9.3M $50.02
2025 Q3 INITIATED 179,333 β€” β€” 2.19% $9.0M $49.49

🏒 Other funds also holding USFR

As of 2025 Q4 β€” sorted by position size

Lunt Capital Management, Inc. 16.83% Morton Capital Management LLC/CA 12.81% Catalina Capital Group, LLC 11.42% BFI Wealth Solutions, LLC 10.85% Leibman Financial Services, Inc. 10.73% Lauer Wealth, LLC 10.45% Team Financial Group, LLC 10.37% Carmel Capital Partners, LLC 3Y 9.81% Client First Capital LLC 3Y 9.57% Rare Wolf Capital LLC 9.46%
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