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.
| 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 |
| 2024 Q4 | REDUCED | 74,886 | -138,912 | -65.0% | 1.18% | $3.8M | $47.99 |
| 2024 Q3 | ADDED | 213,798 | +11,609 | +5.7% | 3.84% | $10.8M | $47.34 |
| 2023 Q4 | REDUCED | 202,189 | -111,155 | -35.5% | 4.01% | $10.2M | $45.50 |
| 2023 Q3 | REDUCED | 313,344 | -31,385 | -9.1% | 6.76% | $15.8M | $44.96 |
| 2023 Q2 | REDUCED | 344,729 | -65,811 | -16.0% | 7.20% | $17.3M | $44.56 |
| 2023 Q1 | ADDED | 410,540 | +86,408 | +26.7% | 8.92% | $20.6M | $43.95 |
As of 2025 Q4 — sorted by position size