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USFRUSFR
18 quarters

Position history for MFMerit Financial Group, LLC's holdings in WISDOMTREE TR

Yes. Merit Financial Group holds 537,614 shares of USFR, worth $27.1M, as of its Q2 2026 13F filing. It increased the position by 156,691 shares (+41.1%) from Q1 2026. Merit Financial Group has held USFR in every 13F on record since Q1 2022, 18 quarterly filings. USFR is 0.2% of Merit Financial Group's reported 13F portfolio.

Current Value

$27.1M

Current Shares

537,614

Total Value Change

+$26.8M

Total Shares Change

+533,033

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
537,614
+41.1%
$27.1M0.2%$50.19
46
2026-Q1
Increased
380,923
+41.9%
$19.2M0.1%$49.72
45
2025-Q4
Increased
268,371
+20.4%
$13.5M0.1%$49.26
40
2025-Q3
Decreased
222,815
-0.5%
$11.2M0.1%$48.74
0
2025-Q2
Increased
223,866
+19.6%
$11.3M0.1%$48.26
39
2025-Q1
Decreased
187,242
-24.7%
$9.4M0.1%$47.76
0
2024-Q4
Increased
248,759
+16.2%
$12.5M0.2%$47.26
39
2024-Q3
Decreased
214,003
-27.4%
$10.7M0.2%$46.62
0
2024-Q2
Increased
294,659
+32.2%
$14.8M0.3%$46.09
43
2024-Q1
Increased
222,871
+2.3%
$11.2M0.3%$45.46
34
2023-Q4
Increased
217,867
+22.5%
$10.9M0.3%$44.81
40
2023-Q3
Decreased
177,803
-5.5%
$8.9M0.3%$44.28
0
2023-Q2
Decreased
188,166
-43.4%
$9.5M0.3%$43.88
0
2023-Q1
Decreased
332,604
-37.6%
$16.7M0.6%$43.28
0
2022-Q4
Decreased
533,182
-35.8%
$26.8M1.0%$42.80
0
2022-Q3
Increased
830,170
+2.7%
$41.7M1.8%$42.39
47
2022-Q2
Increased
808,125
+175x
$40.7M1.3%$42.18
74
2022-Q1
New
4,581
-
$230,0000.0%$42.06
32

Other major holders of USFR: BANK OF AMERICA CORP /DE/

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