INTEGRITY WEALTH ADVISORS, INC. USFR — WISDOMTREE TR

Ownership history in INTEGRITY WEALTH ADVISORS, INC.  ·  6 quarters on record

AI Ownership Summary

INTEGRITY WEALTH ADVISORS, INC. reported WISDOMTREE TR (USFR) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.41% in 2025 Q1. The latest visible filing shows USFR at 0.62% 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.

What this USFR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INTEGRITY WEALTH ADVISORS, 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
2026 Q1

USFR was reported at 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.41% in 2025 Q1

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 2026 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 INTEGRITY WEALTH ADVISORS, INC. fund profile INTEGRITY WEALTH ADVISORS, INC. full holdings
How INTEGRITY WEALTH ADVISORS, INC. 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)
2026 Q1 REDUCED — — — 20,602 -557 -2.6% 0.62% $1.0M 2026-05-14 $50.42
2025 Q4 REDUCED 59.4% +0.9% ❌ 21,159 -30,968 -59.4% 0.73% $1.1M 2026-02-17 $49.97
2025 Q3 ADDED — — — 52,127 +17,382 +50.0% 0.94% $2.6M 2025-11-14 $49.44
2025 Q2 REDUCED 8.8% +1.0% ❌ 34,745 -3,349 -8.8% 1.22% $1.7M 2025-08-14 $48.96
2025 Q1 ADDED — — — 38,094 +20,061 +111.2% 1.41% $1.9M 2025-06-02 $48.57
2024 Q4 INITIATED — — — 18,033 — — 0.66% $907K 2025-02-13 $47.97

🏢 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 INTEGRITY WEALTH ADVISORS, 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 INTEGRITY WEALTH ADVISORS, INC. reported owning USFR?

INTEGRITY WEALTH ADVISORS, INC. reported USFR across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported USFR position in INTEGRITY WEALTH ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for USFR was 1.41% in 2025 Q1.

What is the latest reported USFR position on this page?

The most recent filing on this page is 2026 Q1, when INTEGRITY WEALTH ADVISORS, INC. reported 20,602 shares, equal to 0.62% of portfolio, with an estimated market value of $1.0M.

What does the chart on this USFR ownership page compare?

The chart compares INTEGRITY WEALTH ADVISORS, 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.

How well did INTEGRITY WEALTH ADVISORS, INC. time their USFR position?

Based on 13F filing dates vs. subsequent USFR price moves, INTEGRITY WEALTH ADVISORS, INC. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on USFR relative to SPY over the holding period was +7.3%.

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