WT 7-10 YR LDR TRSY FDUSINETF

13F holders, Q3 2024 (September 30)
4holders +1
2new positions
1sold out
$51.40avg. 13F price*

At the end of Q3 2024, 4 institutions reported holding WT 7-10 YR LDR TRSY FD (USIN) in their 13F filings, up 1 from Q2 2024. 2 opened new positions and 1 sold out. The largest holders were Jane Street Group, LLC ($1.8M), Essex Financial Services, Inc. ($312K) and Prestige Wealth Management Group LLC ($188K).

Company
WT 7-10 YR LDR TRSY FD
Filed as
WISDOMTREE TR (Q3 2024)
CUSIP
97717Y410
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246 Q1 2024: 2Q1 2024Q2 2024: 3Q2 2024Q3 2024: 4Q3 2024Q4 2024: 5Q4 2024Q1 2025: 3Q1 2025Q2 2025: 4Q2 2025Q3 2025: 5Q3 2025Q4 2025: 4Q4 2025Q1 2026: 6Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions2$500K
Exits1$510K

All 13F filers, Q2 2024 → Q3 2024: 9,865 shares bought and 15,031 shares sold, net −5,166 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Jane Street Group, LLC 0.00% Reduce -11.9% 34,679 $1.8M
Essex Financial Services, Inc. 0.02% New 6,215 $312K
Prestige Wealth Management Group LLC 0.04% New 3,650 $188K
FMR LLC 0.00% No change 1 $52

"% of holder's portfolio" is USIN's weight in each manager's 13F, not the share of WT 7-10 YR LDR TRSY FD the manager owns.