WT 7-10 YR LDR TRSY FDUSINETF

13F holders, Q1 2026 (March 31)
6holders +2
3new positions
1sold out
1famous investor
$50.10avg. 13F price*

At the end of Q1 2026, 6 institutions reported holding WT 7-10 YR LDR TRSY FD (USIN) in their 13F filings, up 2 from Q4 2025. 3 opened new positions and 1 sold out. The largest holders were Kestra Advisory Services, LLC ($807K), Citadel Advisors ($499K) and Jane Street Group, LLC ($474K). 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 (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions3$1.5M
Exits1$51

All 13F filers, Q4 2025 → Q1 2026: 32,469 shares bought and 1,126 shares sold, net +31,343 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Kestra Advisory Services, LLC 0.00% New 16,104 $807K
Citadel Advisors 0.00% New 9,968 $499K
Jane Street Group, LLC 0.00% Add +24.2% 9,470 $474K
Alchemi Wealth, LLC 0.13% New 4,540 $227K
Prestige Wealth Management Group LLC 0.02% Reduce -37.5% 1,875 $94K
Team Financial Group, LLC 0.04% Add +0.9% 1,574 $79K

"% 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.