SEC 13F Intelligence

Blue Investment Partners LLC / USFR

Blue Investment Partners LLC’s Wisdomtree Tr Position

Does Blue Investment Partners LLC own Wisdomtree Tr (USFR)? Yes — 373.5K shares worth $19M (+6.59% of its 13F portfolio) as of Q2 2025, up from 274.8K shares the prior filed quarter.

Position Value
$19M
Q2 2025
Shares
373.5K
% of Portfolio
+6.59%
Quarters Held
7
currently held

Position History USFR

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $4MQ1 ’24Q2 ’24: $9MQ2 ’24Q3 ’24: $11MQ3 ’24Q4 ’24: $13MQ4 ’24Q1 ’25: $14MQ1 ’25Q2 ’25: $19MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025373.5K$19M+6.59%
Q1 2025274.8K$14M+5.21%
Q4 2024248.8K$13M+4.59%
Q3 2024222.0K$11M+4.60%
Q2 2024176.8K$9M+4.03%
Q1 202486.9K$4M+2.28%
Q4 202330.9K$2M+1.01%

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