SEC 13F Intelligence

Adirondack Retirement Specialists, Inc. / USFR

Adirondack Retirement Specialists, Inc.’s Wisdomtree Tr Position

Does Adirondack Retirement Specialists, Inc. own Wisdomtree Tr (USFR)? Yes — 241.8K shares worth $12M (+9.46% of its 13F portfolio) as of Q3 2023, up from 232.4K shares the prior filed quarter.

Position Value
$12M
Q3 2023
Shares
241.8K
% of Portfolio
+9.46%
Quarters Held
3
currently held

Position History USFR

Reported value by quarter
Q1 ’23: $11MQ1 ’23Q2 ’23: $12MQ2 ’23Q3 ’23: $12MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2023241.8K$12M+9.46%
Q2 2023232.4K$12M+9.17%
Q1 2023211.5K$11M+8.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Adirondack Retirement Specialists, Inc.’s full portfolio or all institutional holders of USFR.