SEC 13F Intelligence

Retireful, LLC / USFR

Retireful, LLC’s Wisdomtree Tr Position

Does Retireful, LLC own Wisdomtree Tr (USFR)? Yes20.5K shares worth $1M (+1.45% of its 13F portfolio) as of Q1 2026, down from 49.6K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
20.5K
% of Portfolio
+1.45%
Quarters Held
14
currently held

Position History USFR

Reported value by quarter
Q3 ’22: $31MQ3 ’22Q4 ’22: $33MQ1 ’23: $54MQ1 ’23Q2 ’23: $31MQ3 ’23: $2MQ3 ’23Q4 ’23: $7MQ1 ’24: $3MQ1 ’24Q2 ’24: $3MQ3 ’24: $3MQ3 ’24Q4 ’24: $4MQ1 ’25: $3MQ1 ’25Q2 ’25: $3MQ3 ’25: $2MQ3 ’25Q1 ’26: $1Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202620.5K$1M+1.45%
Q3 202549.6K$2M+2.41%
Q2 202557.0K$3M+1.98%
Q1 202558.9K$3M+2.80%
Q4 202474.8K$4M+2.12%
Q3 202449.8K$3M+1.85%
Q2 202457.3K$3M+1.36%
Q1 202459.1K$3M+1.23%
Q4 2023147.0K$7M+3.21%
Q3 202332.2K$2M+0.77%
Q2 2023614.8K$31M+11.71%
Q1 20231.07M$54M+17.22%
Q4 2022663.4K$33M+15.92%
Q3 2022624.6K$31M+15.67%

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