Ownership history in REGIMEN WEALTH, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which REGIMEN 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 428,334 | +2,630 | +0.6% | 6.30% | $21.6M | $50.02 |
| 2025 Q3 | ADDED | 425,704 | +4,910 | +1.2% | 6.35% | $21.4M | $49.49 |
| 2025 Q2 | ADDED | 420,794 | +1,230 | +0.3% | 6.57% | $21.2M | $49.01 |
| 2025 Q1 | ADDED | 419,564 | +7,215 | +1.7% | 6.79% | $21.1M | $48.50 |
| 2024 Q4 | ADDED | 412,349 | +29,963 | +7.8% | 6.78% | $20.7M | $47.99 |
| 2024 Q3 | ADDED | 382,386 | +7,974 | +2.1% | 6.21% | $19.2M | $47.34 |
| 2024 Q2 | ADDED | 374,412 | +11,601 | +3.2% | 6.49% | $18.8M | $46.80 |
| 2024 Q1 | REDUCED | 362,811 | -5,251 | -1.4% | 6.33% | $18.2M | $46.16 |
| 2023 Q4 | ADDED | 368,062 | +2,212 | +0.6% | 7.12% | $18.6M | $45.50 |
| 2023 Q3 | ADDED | 365,850 | +40,839 | +12.6% | 7.56% | $18.4M | $44.96 |
As of 2025 Q4 — sorted by position size