Wisdomtree 1-3 Y Lad TRY FDUSSHETF
13F holders, Q4 2024 (December 31)6holders
1new positions
1sold out
1famous investor
$50.23avg. 13F price*
At the end of Q4 2024, 6 institutions reported holding Wisdomtree 1-3 Y Lad TRY FD (USSH) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Citadel Advisors ($1.6M), Essex Financial Services, Inc. ($414K) and Cetera Investment Advisers ($321K). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.6M |
| Exits | 1 | $50K |
All 13F filers, Q3 2024 → Q4 2024: 33,156 shares bought and 18,367 shares sold, net +14,789 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Citadel Advisors | 0.00% | New | 31,080 | $1.6M |
| Essex Financial Services, Inc. | 0.03% | Reduce -43.5% | 8,251 | $414K |
| Cetera Investment Advisers | 0.00% | Add +24.1% | 6,391 | $321K |
| Clear Point Advisors Inc. | 0.27% | Add +15.6% | 6,199 | $311K |
| Jane Street Group, LLC | 0.00% | Reduce -71.8% | 4,346 | $218K |
| UBS Group AG | 0.00% | No change | 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.