Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WISDOMTREE TR (USFR)

530 + Investors. Track Smart Money conviction in USFR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — USFR

Based on 530 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added USFR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
530 hedge funds hold USFR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

274 buying268 selling
Last quarter: 274 funds bought or added vs 268 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+37 vs last Q)

new funds entering per quarter
Funds opening a new USFR position: 64 → 62 → 45 → 82. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 25% medium ■ 21% new
289 out of 530 hedge funds have held USFR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~82 new funds/quarter

71 → 64 → 62 → 45 → 82 new funds/Q
New funds entering each quarter: 64 → 62 → 45 → 82. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 53% of holders stayed 2+ years

■ 53% veterans ■ 19% 1-2yr ■ 29% new
Of 530 current holders: 279 (53%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
16 of 530 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: USFR

How many hedge funds hold USFR — quarterly history vs. share price
Quarterly hedge fund ownership of USFR vs. share price

Market Analysis: USFR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: USFR

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 48 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: USFR
2026 Q1 Stats Unlock in 22 days 530 + Investors

Track Smart Money conviction in USFR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 530 506 4.74%
13F Shares 178M 224M -20.39%
Total Value $8.87B $10.42B -14.9%
New Positions 82 45 +37
Increased Positions 192 185 +7
Closed Positions 58 59 -1
Reduced Positions 210 229 -19
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: USFR

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

530 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in USFR. Verified SEC 13F-HR filings.

Top 25 institutional holders of USFR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Serenus Wealth Advisors, LLC 24.28% 2,418,262 $121.7M
2 Stonebridge Wealth Management, LLC 22.34% 463,001 $23.3M
3 MOULTON WEALTH MANAGEMENT, INC 15.61% 455,153 $22.9M
4 Wealthcare Capital Partners, LLC 15.36% 651,298 $32.8M
5 Fortune Financial Group, Inc. 13.95% 307,754 $15.5M
6 Morton Capital Management LLC/CA 12.56% 1,677,866 $84.5M
7 Stonekeep Investments, LLC 10.86% 332,865 $16.8M
8 Catalina Capital Group, LLC 10.77% 359,264 $18.1M
9 BIP Wealth, LLC 10.44% 5,099,716 $256.7M
10 Client First Capital LLC 10.23% 468,583 $23.6M
11 Lauer Wealth, LLC 9.83% 244,879 $12.3M
12 SYKON CAPITAL LLC 9.42% 561,762 $28.3M
13 Leibman Financial Services, Inc. 9.04% 244,499 $12.3M
14 Melone Private Wealth, LLC 8.75% 425,768 $21.4M
15 Family Legacy Financial Solutions, LLC 8.57% 210,687 $10.6M
16 Arta Finance Wealth Management LLC 7.78% 312,843 $15.7M
17 Envision Financial LLC 7.73% 285,395 $14.4M
18 New Perspectives, Inc 7.26% 416,317 $21.0M
19 Reality Financial Planning Services, LLC 6.92% 142,494 $7.2M
20 Cassia Capital Partners, LLC 6.86% 264,778 $13.3M
21 Charis Legacy Partners, LLC 6.37% 86,472 $4.4M
22 Ares Financial Consulting, LLC 6.21% 156,923 $7.9M
23 Etesian Wealth Advisors, Inc. 5.80% 361,062 $18.2M
24 SFM, LLC 5.63% 184,965 $9.3M
25 Eaton Financial Holdings Company, LLC 5.33% 323,506 $16.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — WISDOMTREE TR (USFR)

What does the Smart Money Trend signal show for USFR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added USFR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for USFR?

Slight buying edge — 51% buying: Last quarter: 274 funds bought or added vs 268 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for USFR holders?

Strong quality — 35% AUM from major funds: 16 of 530 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held USFR?

55% of holders stayed for 2+ years: 289 out of 530 hedge funds have held USFR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.