USFR — WISDOMTREE TR

Ownership history in WT Wealth Management  ·  13 quarters on record

This page tracks every 13F SEC filing in which WT Wealth Management 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.

Peak position
8.92% (2023 Q1)
Avg. % of fund
4.28%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 197,782 -1,092 -0.5% 2.86% $10.0M $50.02
2025 Q3 ADDED 198,874 +102,391 +106.1% 2.88% $10.0M $49.49
2025 Q2 ADDED 96,483 +70,018 +264.6% 1.44% $4.9M $49.01
2025 Q1 REDUCED 26,465 -48,421 -64.7% 0.43% $1.3M $48.50
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    USFR price (monthly, adj. close)

Other funds also holding USFR

As of 2025 Q4 — sorted by position size

Lunt Capital Management, Inc. 16.83% Morton Capital Management LLC/CA 12.81% Catalina Capital Group, LLC 11.42% BFI Wealth Solutions, LLC 10.85% Leibman Financial Services, Inc. 10.73% Lauer Wealth, LLC 10.45% Team Financial Group, LLC 10.37% Carmel Capital Partners, LLC 3Y 9.81% Client First Capital LLC 3Y 9.57% Rare Wolf Capital LLC 9.46%
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