# WISDOMTREE TR (USFR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/USFR/

- Reporting holders: 28
- Reported value: $109.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Stonebridge Wealth Management, LLC](https://holderbook.com/funds/2082460-stonebridge-wealth-management-llc/) | $27.4M | 543,194 | 24.4% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $24.9M | 494,091 | 0.2% | 16 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $20.5M | 407,606 | 1.5% | 8 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $12.2M | 242,868 | 2.3% | 15 |
| [Family Legacy Financial Solutions, LLC](https://holderbook.com/funds/2076068-family-legacy-financial-solutions-llc/) | $7.0M | 138,051 | 4.0% | 6 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $3.5M | 69,466 | 0.1% | 9 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $2.4M | 47,996 | 0.5% | 16 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $1.9M | 38,279 | 0.1% | 16 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $1.8M | 36,144 | 0.5% | 16 |
| [INTEGRATED CAPITAL MANAGEMENT, INC.](https://holderbook.com/funds/1608826-integrated-capital-management-inc/) | $1.4M | 28,481 | 1.0% | 16 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $1.4M | 28,448 | 0.4% | 14 |
| [Retireful, LLC](https://holderbook.com/funds/1919176-retireful-llc/) | $959.0K | 19,032 | 0.8% | 3 |
| [WINEBRENNER CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2047728-winebrenner-capital-management-llc/) | $709.5K | 14,080 | 0.5% | 8 |
| [STABLEFORD CAPITAL II LLC](https://holderbook.com/funds/1842089-stableford-capital-ii-llc/) | $585.4K | 11,617 | 0.2% | 1 |
| [FIG FINANCIAL ADVISORY SERVICES INC /ADV](https://holderbook.com/funds/753967-fig-financial-advisory-services-inc-adv/) | $557.4K | 11,062 | 0.3% | 1 |
| [CogentBlue Wealth Advisors, LLC](https://holderbook.com/funds/2054047-cogentblue-wealth-advisors-llc/) | $462.1K | 9,171 | 0.4% | 2 |
| [Whalen Wealth Management Inc.](https://holderbook.com/funds/1894447-whalen-wealth-management-inc/) | $365.7K | 7,257 | 0.2% | 3 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $314.9K | 6,250 | 0.1% | 1 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $269.3K | 5,344 | 0.1% | 15 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $262.5K | 5,210 | 0.0% | 2 |
| [Vilga Financial Planning LLC](https://holderbook.com/funds/2083456-vilga-financial-planning-llc/) | $220.5K | 4,376 | 0.1% | 2 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $209.6K | 4,157 | 0.0% | 17 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $207.0K | 4,107 | 0.0% | 14 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $64.2K | 1,275 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $64.0K | 1,271 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 28 | $109.9M |
| Q2 2026 | 612 | $11.7B |
| Q1 2026 | 601 | $10.4B |
| Q4 2025 | 590 | $9.5B |
| Q3 2025 | 560 | $12.0B |
| Q2 2025 | 571 | $11.9B |
| Q1 2025 | 577 | $11.8B |
| Q4 2024 | 564 | $10.5B |
| Q3 2024 | 509 | $11.3B |
| Q2 2024 | 509 | $12.1B |
| Q1 2024 | 484 | $14.1B |
| Q4 2023 | 510 | $12.8B |