Wisdomtree TRUSFR
13F holders, Q1 2024 (March 31)4holders
$50.29avg. 13F price*
At the end of Q1 2024, 4 institutions reported holding Wisdomtree TR (USFR) in their 13F filings. The largest holders were Uniplan Investment Counsel, Inc. ($22.1M), AlphaMark Advisors, LLC ($952K) and Blue Edge Capital, LLC ($468K).
- Company
- Wisdomtree TR
- CUSIP
- 97717X628
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $22.1M |
| Exits | 0 | $0 |
Ownership 4 holders
| Uniplan Investment Counsel, Inc. | 1.77% | New | 440,153 | $22.1M |
| AlphaMark Advisors, LLC | 0.34% | Reduce -13.3% | 18,935 | $952K |
| Blue Edge Capital, LLC | 0.08% | Add +0.5% | 9,299 | $468K |
| Sound Income Strategies, LLC | 0.00% | Reduce -99.9% | 1 | $26 |
"% of holder's portfolio" is USFR's weight in each manager's 13F, not the share of Wisdomtree TR the manager owns.