Stenger Family Office, LLC USFR β€” WISDOMTREE TR

Ownership history in Stenger Family Office, LLC  Β·  3 quarters on record

AI Ownership Summary

Stenger Family Office, LLC reported WISDOMTREE TR (USFR) in 3 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 11.26% in 2024 Q4. The latest visible filing shows USFR at 7.60% 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 Stenger Family Office, 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 Q2

USFR was reported at 7.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.26% in 2024 Q4

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 Q2

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 Stenger Family Office, LLC held USFR β€” position size vs. price
% of Fund (quarterly)    USFR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 950,591 -58,531 -5.8% 7.60% $47.9M 2026-07-13 $50.27
2026 Q1 ADDED β€” β€” β€” 1,009,122 +351,054 +53.3% 8.97% $50.8M 2026-04-29 $49.87
2024 Q4 INITIATED β€” β€” β€” 658,068 β€” β€” 11.26% $33.1M 2025-02-13 $47.53

FAQ About Stenger Family Office, 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 Stenger Family Office, LLC reported owning USFR?

Stenger Family Office, LLC reported USFR across 3 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported USFR position in Stenger Family Office, LLC's portfolio?

The largest reported portfolio weight for USFR was 11.26% in 2024 Q4.

What is the latest reported USFR position on this page?

The most recent filing on this page is 2026 Q2, when Stenger Family Office, LLC reported 950,591 shares, equal to 7.60% of portfolio, with an estimated market value of $47.9M.

What does the chart on this USFR ownership page compare?

The chart compares Stenger Family Office, 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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