Position history for Merit Financial Group, LLC's holdings in WISDOMTREE TR
Merit Financial Group, LLC holds 380,923 shares of USFR (WISDOMTREE TR), worth $19.2M as of 2026-Q1. The position was increased (+41.9% shares). USFR represents 0.1% of Merit Financial Group, LLC's portfolio.
Current Value
$19.2M
Current Shares
380,923
Total Value Change
+$4.4M
Total Shares Change
+86,264
Other major holders of USFR: JPMORGAN CHASE & CO, MORGAN STANLEY
Increased |
| 380,923 |
+41.9% |
| $19.2M |
| 0.1% |
| $50.36 |
45 |
| 2025-Q4 | Increased | 268,371 | +20.2% | $13.5M | 0.1% | $50.16 | 40 |
| 2025-Q3 | Decreased | 223,212 | -0.3% | $11.2M | 0.1% | $49.62 | 0 |
| 2025-Q2 | Increased | 223,866 | +19.6% | $11.3M | 0.1% | $49.14 | 39 |
| 2025-Q1 | Decreased | 187,242 | -24.7% | $9.4M | 0.1% | $48.63 | 0 |
| 2024-Q4 | Increased | 248,759 | +16.2% | $12.5M | 0.2% | $48.10 | 39 |
| 2024-Q3 | Decreased | 214,003 | -27.4% | $10.7M | 0.2% | $47.49 | 0 |
| 2024-Q2 | Increased | 294,659 | +32.2% | $14.8M | 0.3% | $46.94 | 43 |