Wisdomtree TRUSFR
13F holders, Q4 2025 (December 31)2holders +1
2new positions
0sold out
$50.32avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding Wisdomtree TR (USFR) in their 13F filings, up 1 from Q1 2025. 2 opened new positions and 0 sold out. The largest holders were Byrne Asset Management LLC ($639K) and Williams Jones Wealth Management, LLC. ($235K).
- Company
- Wisdomtree TR
- CUSIP
- 97717X628
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $874K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q4 2025: 17,374 shares bought, net +17,374 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Byrne Asset Management LLC | 0.36% | New | 12,701 | $639K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 4,673 | $235K |
"% of holder's portfolio" is USFR's weight in each manager's 13F, not the share of Wisdomtree TR the manager owns.