Position history for Wealthspire Advisors, LLC's holdings in WISDOMTREE TR
Wealthspire Advisors, LLC holds 1.2M shares of USFR (WISDOMTREE TR), worth $59.1M as of 2025-Q4. The position was increased (++77.8% shares). USFR represents 0.5% of Wealthspire Advisors, LLC's portfolio.
Current Value
$59.1M
Current Shares
1.2M
Total Value Change
+$48.2M
Total Shares Change
+957,475
Other major holders of USFR: Kestra Advisory Services, LLC, JPMORGAN CHASE & CO, MORGAN STANLEY
Increased |
| 1.2M |
+77.8% |
| $59.1M |
| 0.5% |
| $50.16 |
54 |
| 2025-Q3 | Decreased | 660,003 | -8.0% | $33.2M | 0.2% | $49.62 | 0 |
| 2025-Q2 | Decreased | 717,475 | -52.7% | $36.1M | 0.2% | $49.14 | 0 |
| 2025-Q1 | Increased | 1.5M | +8.0% | $76.3M | 0.5% | $48.63 | 38 |
| 2024-Q4 | Increased | 1.4M | +37.5% | $70.7M | 0.7% | $48.10 | 55 |
| 2024-Q3 | Increased | 1M | +372.1% | $51.3M | 0.5% | $47.49 | 67 |
| 2024-Q2 | Increased | 216,261 | +1193.2% | $10.9M | 0.1% | $46.94 | 54 |