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USFR
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Position history for CAPTRUST FINANCIAL ADVISORS's holdings in WISDOMTREE TR

CAPTRUST FINANCIAL ADVISORS holds 5.3M shares of USFR (WISDOMTREE TR), worth $264.5M as of 2026-Q1. The position was decreased (-27.0% shares). USFR represents 0.5% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$264.5M

Current Shares

5.3M

Total Value Change

+$26.1M

Total Shares Change

+514,725

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
5.3M
-27.0%
$264.5M0.5%$50.36
0
2025-Q4
Increased
7.2M
+1.7%
$362.1M0.7%$50.16
44
2025-Q3
Increased
7.1M
+1.6%
$355.9M0.7%$49.62
44
2025-Q2
Increased
7M
+11.0%
$350.4M0.8%$49.14
49
2025-Q1
Increased
6.3M
+23.1%
$315.7M0.8%$48.63
53
2024-Q4
Increased
5.1M
+5.1%
$256.3M0.7%$48.10
46
2024-Q3
Increased
4.8M
+2.3%
$243.4M0.7%$47.49
44
2024-Q2
Increased
4.7M
+2.6%
$238.5M0.8%$46.94
44

Other major holders of USFR: JPMORGAN CHASE & CO, MORGAN STANLEY

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