USMF — WISDOMTREE TR

Ownership history in Quartz Partners, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Quartz Partners, LLC reported a position in WISDOMTREE TR (USMF). 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
0.39% (2024 Q3)
Avg. % of fund
0.27%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 9,290 +16 +0.2% 0.18% $476K $51.26
2025 Q3 REDUCED 9,274 -69 -0.7% 0.18% $485K $52.09
2025 Q2 REDUCED 9,343 -204 -2.1% 0.22% $479K $50.92
2025 Q1 REDUCED 9,547 -3,151 -24.8% 0.29% $474K $49.12
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    USMF price (monthly, adj. close)

Other funds also holding USMF

As of 2025 Q4 — sorted by position size

Team Financial Group, LLC 9.68% COLUMBIA ADVISORY PARTNERS LLC 3Y 4.48% SNS Financial Group, LLC 3Y 7Y 1.94% WealthPoint Financial, LLC 0.84% GREAT VALLEY ADVISOR GROUP, INC. 3Y 0.58% Financial Enhancement Group LLC 3Y 7Y 0.37% TopTier Wealth Management, LLC 0.32% EVOLVE PRIVATE WEALTH, LLC 0.24% Beacon Financial Advisory LLC 3Y 0.18% United Advisor Group, LLC 0.17%
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