USMF — WISDOMTREE TR

Ownership history in United Advisor Group, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which United Advisor Group, 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
0.17% (2025 Q4)
Avg. % of fund
0.15%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 26,948 +7,902 +41.5% 0.17% $1.4M $51.26
2025 Q3 INITIATED 19,046 — — 0.13% $996K $52.09
% 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% Quartz Partners, LLC 0.18%
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