Wisdomtree 1-3 Y Lad TRY FDUSSHETF

13F holders, Q3 2024 (September 30)
6holders +2
3new positions
1sold out
$50.67avg. 13F price*

At the end of Q3 2024, 6 institutions reported holding Wisdomtree 1-3 Y Lad TRY FD (USSH) in their 13F filings, up 2 from Q2 2024. 3 opened new positions and 1 sold out. The largest holders were Jane Street Group, LLC ($781K), Essex Financial Services, Inc. ($737K) and Clear Point Advisors Inc. ($272K).

Company
Wisdomtree 1-3 Y Lad TRY FD
CUSIP
97717Y394
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q1 2024: 1Q1 2024Q2 2024: 4Q2 2024Q3 2024: 6Q3 2024Q4 2024: 6Q4 2024Q1 2025: 7Q1 2025Q2 2025: 6Q2 2025Q3 2025: 7Q3 2025Q4 2025: 8Q4 2025Q1 2026: 7Q1 2026Q2 2026: 9Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions3$1.0M
Exits1$468K

All 13F filers, Q2 2024 → Q3 2024: 30,066 shares bought and 9,388 shares sold, net +20,678 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Jane Street Group, LLC 0.00% Add +102.0% 15,393 $781K
Essex Financial Services, Inc. 0.05% New 14,591 $737K
Clear Point Advisors Inc. 0.21% Add +33.4% 5,364 $272K
Cetera Investment Advisers 0.00% New 5,150 $261K
Ascentis Independent Advisors 0.01% New 980 $50K
UBS Group AG 0.00% Add +383.3% 290 $15K

"% 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.