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.
| 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 |
| 2024 Q4 | REDUCED | 121,656 | -10,249 | -7.8% | 3.38% | $6.1M | $47.99 |
| 2024 Q3 | REDUCED | 131,905 | -6,355 | -4.6% | 3.98% | $6.6M | $47.34 |
| 2024 Q2 | REDUCED | 138,260 | -34,830 | -20.1% | 4.50% | $7.0M | $46.80 |
| 2024 Q1 | ADDED | 173,090 | +5,097 | +3.0% | 5.68% | $8.7M | $46.16 |
| 2023 Q4 | ADDED | 167,993 | +4,615 | +2.8% | 5.96% | $8.4M | $45.50 |
| 2023 Q3 | ADDED | 163,378 | +8,119 | +5.2% | 6.78% | $8.2M | $44.96 |
As of 2025 Q4 — sorted by position size