SEC 13F Intelligence

Columbia River Financial Group, LLC / USFR

Columbia River Financial Group, LLC’s Wisdomtree Tr Position

Does Columbia River Financial Group, LLC own Wisdomtree Tr (USFR)? Yes — 35.8K shares worth $2M (+1.05% of its 13F portfolio) as of Q1 2026, up from 31.2K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
35.8K
% of Portfolio
+1.05%
Quarters Held
6
currently held

Position History USFR

Reported value by quarter
Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202635.8K$2M+1.05%
Q4 202531.2K$2M+0.96%
Q3 202530.0K$2M+0.93%
Q2 202527.8K$1M+0.90%
Q1 202526.6K$1M+0.89%
Q4 202422.6K$1M+0.78%

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