PRIVATE CLIENT SERVICES, LLC USFR — WISDOMTREE TR

Ownership history in PRIVATE CLIENT SERVICES, LLC  ·  6 quarters on record

AI Ownership Summary

PRIVATE CLIENT SERVICES, LLC reported WISDOMTREE TR (USFR) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 0.23% in 2025 Q2. The latest visible filing shows USFR at 0.08% 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 PRIVATE CLIENT SERVICES, 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
2026 Q3

USFR was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2025 Q2

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 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 PRIVATE CLIENT SERVICES, LLC fund profile PRIVATE CLIENT SERVICES, LLC full holdings
How PRIVATE CLIENT SERVICES, 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)
2026 Q3 REDUCED — — — 6,250 -1,730 -21.7% 0.08% $315K 2026-10-02 $50.40
2025 Q4 REDUCED 6.2% +0.9% ❌ 7,980 -524 -6.2% 0.13% $402K 2026-01-07 $48.99
2025 Q3 REDUCED 27.5% +1.0% ❌ 8,504 -3,228 -27.5% 0.14% $427K 2025-10-14 $48.51
2025 Q2 ADDED — — — 11,732 +4,376 +59.5% 0.23% $590K 2025-07-01 $47.95
2025 Q1 ADDED — — — 7,356 +1,316 +21.8% 0.18% $370K 2025-04-08 $47.48
2024 Q4 INITIATED — — — 6,040 — — 0.16% $304K 2025-01-08 $47.01

🏢 Other funds also holding USFR

As of 2026 Q3 — sorted by position size

Stonebridge Financial Group, LLC 1.51% Planning Strategies Inc. 0.0%

FAQ About PRIVATE CLIENT SERVICES, 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 PRIVATE CLIENT SERVICES, LLC reported owning USFR?

PRIVATE CLIENT SERVICES, LLC reported USFR across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported USFR position in PRIVATE CLIENT SERVICES, LLC's portfolio?

The largest reported portfolio weight for USFR was 0.23% in 2025 Q2.

What is the latest reported USFR position on this page?

The most recent filing on this page is 2026 Q3, when PRIVATE CLIENT SERVICES, LLC reported 6,250 shares, equal to 0.08% of portfolio, with an estimated market value of $315K.

What does the chart on this USFR ownership page compare?

The chart compares PRIVATE CLIENT SERVICES, 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 PRIVATE CLIENT SERVICES, LLC time their USFR position?

Based on 13F filing dates vs. subsequent USFR price moves, PRIVATE CLIENT SERVICES, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on USFR relative to SPY over the holding period was +12555.9%.

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