Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (USFR)

587 + 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
↑ +16
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — USFR

Based on 593 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
593 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 — +7% more funds vs a year ago

fund count last 6Q
+37 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

306 buying273 selling
Last quarter: 306 funds bought or added vs 273 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.
⚠️

Fewer new buyers each quarter (-27 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 64 → 57 → 93 → 66. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 25% medium ■ 21% new
317 out of 593 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.
📈

Growing discovery — still being found

68 → 64 → 57 → 93 → 66 new funds/Q
New funds entering each quarter: 64 → 57 → 93 → 66. A growing number of institutions are discovering USFR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 19% 1-2yr ■ 27% new
Of 593 current holders: 321 (54%) 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 — 33% AUM from major funds

33% from top-100 AUM funds
21 of 593 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — USFR

In 2026 Q1, 306 hedge funds were net buyers of USFR (66 opened a new position, 240 added to an existing one), while 273 reduced or exited (223 trimmed, 50 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 33% of total institutional value in USFR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 593.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Wisdomtree Tr (USFR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much USFR has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 74d ago
USFR
+0.1%
SPY
+14.1%

USFR outperformed SPY by -14.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
USFR
+0.3%
SPY
+0.3%

Since the filing became public, USFR outperformed SPY by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 67 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: USFR
587 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 587 577 1.73%
13F Shares 199M 187M 6.81%
Total Value $9.87B $9.30B 6.11%
New Positions 62 93 -31
Increased Positions 239 208 +31
Closed Positions 52 63 -11
Reduced Positions 222 225 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: USFR

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Institutional Holders (2026 Q1)

587 + investors

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

QUARTER:
Top 25 USFR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sky-Mountain Capital Management, INC. 45.96% 1,272,541 $64.1M
2 Serenus Wealth Advisors, LLC 24.28% 2,418,262 $121.7M
3 Stonebridge Wealth Management, LLC 22.34% 463,001 $23.3M
4 Exit Wealth Advisors, LLC. 21.54% 832,449 $41.9M
5 Global View Capital Management LLC 18.41% 1,377,489 $69.3M
6 Lunt Capital Management, Inc. 16.46% 851,899 $42.9M
7 Moulton Wealth Management, Inc 15.61% 455,153 $22.9M
8 Wealthcare Capital Partners, LLC 15.36% 651,298 $32.8M
9 Knightsbridge Asset Management, LLC 15.08% 1,860,878 $93.6M
10 Broussard Financial Group LLC 15.02% 372,953 $18.8M
11 Bonfire Financial 14.23% 375,546 $18.9M
12 Fortune Financial Group, Inc. 13.95% 307,754 $15.5M
13 Reyes Financial Architecture, Inc. 12.65% 307,503 $15.5M
14 Morton Capital Management LLC/CA 12.56% 1,677,866 $84.5M
15 Mueller Wealth, LLC 11.43% 284,750 $14.3M
16 Goldenstone Wealth Management LLC 11.04% 301,578 $15.2M
17 Alpha Zero LLC 10.92% 397,336 $20.0M
18 Stonekeep Investments, LLC 10.86% 332,865 $16.8M
19 Catalina Capital Group, LLC 10.77% 359,264 $18.1M
20 Carmel Capital Partners, LLC 10.48% 576,938 $29.0M
21 BIP Wealth, LLC 10.44% 5,099,716 $256.7M
22 Rare Wolf Capital LLC 10.43% 319,962 $16.1M
23 Client First Capital LLC 10.23% 468,583 $23.6M
24 Lauer Wealth, LLC 9.83% 244,879 $12.3M
25 Sykon Capital LLC 9.42% 561,762 $28.3M
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 53% buying: Last quarter: 306 funds bought or added vs 273 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 — 33% AUM from major funds: 21 of 593 holders rank in the top 100 by AUM, accounting for 33% 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?

53% of holders stayed for 2+ years: 317 out of 593 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.

Is it too late to buy Wisdomtree Tr (USFR) following the 2026 Q1 hedge fund 13F filings?

As of today, USFR has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), USFR has gained +0.1% vs +14.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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