Wisdomtree 1-3 Y Lad TRY FDUSSHETF
13F holders, Q2 2026 (June 30)9holders +2
2new positions
0sold out
1famous investor
$50.23avg. 13F price*
At the end of Q2 2026, 9 institutions reported holding Wisdomtree 1-3 Y Lad TRY FD (USSH) in their 13F filings, up 2 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were HighTower Advisors, LLC ($14.0M), Berger Financial Group, Inc ($2.9M) and Clear Point Advisors Inc. ($1.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree 1-3 Y Lad TRY FD
- CUSIP
- 97717Y394
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.3M |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 39,454 shares bought and 9,654 shares sold, net +29,800 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| HighTower Advisors, LLC | 0.01% | Add +2.7% | 278,830 | $14.0M |
| Berger Financial Group, Inc | 0.15% | Add +10.4% | 58,198 | $2.9M |
| Clear Point Advisors Inc. | 1.17% | New | 26,251 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -40.9% | 11,997 | $603K |
| Jane Street Group, LLC | 0.00% | Reduce -14.5% | 8,056 | $405K |
| Team Financial Group, LLC | 0.13% | Add +0.6% | 6,095 | $306K |
| Essex Financial Services, Inc. | 0.01% | No change | 5,903 | $297K |
| LaSalle St. Investment Advisors, LLC | 0.03% | Add +0.6% | 4,485 | $225K |
| McDonald Partners LLC | 0.01% | New | 410 | $21K |
"% of holder's portfolio" is USSH's weight in each manager's 13F, not the share of Wisdomtree 1-3 Y Lad TRY FD the manager owns.