USFR — WISDOMTREE TR

Ownership history in Yoder Wealth Management, Inc.  ·  12 quarters on record

This page tracks every 13F SEC filing in which Yoder Wealth Management, Inc. 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
6.78% (2023 Q3)
Avg. % of fund
4.43%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 92,808 -13,398 -12.6% 2.13% $4.7M $50.02
2025 Q3 ADDED 106,206 +12,431 +13.3% 2.53% $5.3M $49.49
2025 Q2 REDUCED 93,775 -25,603 -21.4% 2.46% $4.7M $49.01
2025 Q1 REDUCED 119,378 -2,278 -1.9% 3.38% $6.0M $48.50
8 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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