USFR β€” WISDOMTREE TR

Ownership history in Sharper & Granite LLC  Β·  13 quarters on record

AI Ownership Summary

Sharper & Granite LLC reported WISDOMTREE TR (USFR) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.93% in 2025 Q2. The latest visible filing shows USFR at 5.94% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this USFR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sharper & Granite 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
2025 Q4

USFR was reported at 5.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.93% 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
2023 Q4 to 2025 Q4

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.

How Sharper & Granite LLC held USFR β€” position size vs. price
% of Fund (quarterly)    USFR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 335,181 -72,777 -17.8% 5.94% $16.9M 2026-02-14 (Est.) $50.13
2025 Q3 REDUCED 407,958 -6,855 -1.7% 7.35% $20.5M 2025-10-16 $49.41
2025 Q2 ADDED 414,813 +47,114 +12.8% 7.93% $20.9M 2025-07-31 $49.06
2025 Q1 ADDED 367,699 +128,099 +53.5% 7.64% $18.5M 2025-04-30 $48.49
2024 Q4 ADDED 239,600 +1,140 +0.5% 5.31% $12.1M 2025-01-14 $47.96
2024 Q3 ADDED 238,460 +27,001 +12.8% 5.34% $12.0M 2024-10-31 $47.42
2024 Q2 REDUCED 211,459 -36,043 -14.6% 5.07% $10.6M 2024-08-12 $46.91
2024 Q1 ADDED 247,502 +36,832 +17.5% 6.02% $12.5M 2024-04-18 $46.19
2023 Q4 ADDED 210,670 +79,175 +60.2% 5.48% $10.6M 2024-01-19 $45.52
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Sharper & Granite 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 Sharper & Granite LLC reported owning USFR?

Sharper & Granite LLC reported USFR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported USFR position in Sharper & Granite LLC's portfolio?

The largest reported portfolio weight for USFR was 7.93% in 2025 Q2.

What is the latest reported USFR position on this page?

The most recent filing on this page is 2025 Q4, when Sharper & Granite LLC reported 335,181 shares, equal to 5.94% of portfolio, with an estimated market value of $16.9M.

What does the chart on this USFR ownership page compare?

The chart compares Sharper & Granite 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.

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