Spartan Planning & Wealth Management USFR — WISDOMTREE TR

Ownership history in Spartan Planning & Wealth Management  ·  7 quarters on record

AI Ownership Summary

Spartan Planning & Wealth Management reported WISDOMTREE TR (USFR) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 2.11% in 2026 Q3. The latest visible filing shows USFR at 2.11% 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 Spartan Planning & Wealth Management'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 2.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.11% in 2026 Q3

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 Spartan Planning & Wealth Management fund profile Spartan Planning & Wealth Management full holdings
How Spartan Planning & Wealth Management 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 64,189 +53,265 +487.6% 2.11% $3.2M 2026-10-13 $50.45
2026 Q1 ADDED — — — 10,924 +4,363 +66.5% 0.41% $550K 2026-04-16 $49.49
2025 Q4 REDUCED 39.4% +0.9% ❌ 6,561 -4,260 -39.4% 0.24% $330K 2026-01-08 $48.99
2025 Q3 REDUCED 44.5% +1.0% ❌ 10,821 -8,693 -44.5% 0.42% $544K 2025-10-14 $48.51
2025 Q2 REDUCED 13.5% +1.0% ❌ 19,514 -3,037 -13.5% 0.84% $982K 2025-07-17 $48.06
2025 Q1 REDUCED 7.1% +1.1% ❌ 22,551 -1,736 -7.1% 1.10% $1.1M 2025-04-08 $47.48
2024 Q4 INITIATED — — — 24,287 — — 1.12% $1.2M 2025-01-07 $47.00

🏢 Other funds also holding USFR

As of 2026 Q3 — sorted by position size

Stonebridge Wealth Management, LLC 24.35% Leibman Financial Services, Inc. 11.01% MOULTON WEALTH MANAGEMENT, INC 3Y 9.22% SFM, LLC d/b/a Sweeney Financial Advisors 8.52% Lauer Wealth, LLC 3Y 8.19% Envision Financial LLC 7.67% Value Investment Professionals, LLC 7.65% New Perspectives, Inc 3Y 6.86% COLUMBIA ADVISORY PARTNERS LLC 3Y 6.24% Stonekeep Investments, LLC 4.91%

FAQ About Spartan Planning & Wealth Management and USFR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Spartan Planning & Wealth Management reported owning USFR?

Spartan Planning & Wealth Management reported USFR across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported USFR position in Spartan Planning & Wealth Management's portfolio?

The largest reported portfolio weight for USFR was 2.11% in 2026 Q3.

What is the latest reported USFR position on this page?

The most recent filing on this page is 2026 Q3, when Spartan Planning & Wealth Management reported 64,189 shares, equal to 2.11% of portfolio, with an estimated market value of $3.2M.

What does the chart on this USFR ownership page compare?

The chart compares Spartan Planning & Wealth Management'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 Spartan Planning & Wealth Management time their USFR position?

Based on 13F filing dates vs. subsequent USFR price moves, Spartan Planning & Wealth Management correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on USFR relative to SPY over the holding period was +206.1%.

← Back to Spartan Planning & Wealth Management Holdings