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USFR
Showing 8 of 14 quarters

Position history for Farther Finance Advisors, LLC's holdings in WISDOMTREE TR

Farther Finance Advisors, LLC holds 778,937 shares of USFR (WISDOMTREE TR), worth $39.2M as of 2026-Q1. The position was increased (+179.3% shares). USFR represents 0.4% of Farther Finance Advisors, LLC's portfolio.

Current Value

$39.2M

Current Shares

778,937

Total Value Change

+$39.1M

Total Shares Change

+776,056

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
778,937
+179.3%
$39.2M0.4%$50.36
56
2025-Q4
Increased
278,902
+497.5%
$14M0.2%$50.16
54
2025-Q3
Increased
46,680
+29.3%
$2.3M0.0%$49.62
33
2025-Q2
Increased
36,094
+151.8%
$1.8M0.0%$49.14
42
2025-Q1
Increased
14,334
+89.0%
$721,4420.0%$48.63
39
2024-Q4
Unchanged
7,584
0.0%
$381,6270.0%$48.10
0
2024-Q3
Increased
7,584
+163.2%
$380,8680.0%$47.49
38
2024-Q2
Decreased
2,881
-54.5%
$144,9720.0%$46.94
0

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

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