WT 7-10 YR LDR TRSY FDUSINETF

13F holders, Q3 2025 (September 30)
5holders +1
2new positions
1sold out
1famous investor
$50.67avg. 13F price*

At the end of Q3 2025, 5 institutions reported holding WT 7-10 YR LDR TRSY FD (USIN) in their 13F filings, up 1 from Q2 2025. 2 opened new positions and 1 sold out. The largest holders were Citadel Advisors ($439K), Prestige Wealth Management Group LLC ($152K) and Team Financial Group, LLC ($78K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
WT 7-10 YR LDR TRSY FD
Filed as
WISDOMTREE TR (Q3 2025)
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 2025 → Q3 2025

InstitutionsTotal Value
New Positions2$440K
Exits1$238K

All 13F filers, Q2 2025 → Q3 2025: 8,698 shares bought and 4,738 shares sold, net +3,960 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Citadel Advisors 0.00% New 8,671 $439K
Prestige Wealth Management Group LLC 0.03% No change 3,000 $152K
Team Financial Group, LLC 0.04% Add +1.0% 1,544 $78K
UBS Group AG 0.00% New 12 $608
FMR LLC 0.00% No change 1 $51

"% 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.