USFR — WISDOMTREE TR

Ownership history in Lauer Wealth, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Lauer 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
20.63% (2024 Q3)
Avg. % of fund
12.21%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 279,547 -34,298 -10.9% 10.45% $14.1M $50.02
2025 Q3 ADDED 313,845 +4,601 +1.5% 11.29% $15.8M $49.49
2025 Q2 REDUCED 309,244 -17,140 -5.3% 12.86% $15.6M $49.01
2025 Q1 REDUCED 326,384 -47,629 -12.7% 12.64% $16.4M $48.50
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    USFR price (monthly, adj. close)

Other funds also holding USFR

As of 2025 Q4 — 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% 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% BIP Wealth, LLC 9.42%
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