Wisdomtree 1-3 Y Lad TRY FDUSSHETF
13F holders, Q2 2025 (June 30)6holders −1
2new positions
3sold out
1famous investor
$50.67avg. 13F price*
At the end of Q2 2025, 6 institutions reported holding Wisdomtree 1-3 Y Lad TRY FD (USSH) in their 13F filings, down 1 from Q1 2025. 2 opened new positions and 3 sold out. The largest holders were HighTower Advisors, LLC ($5.3M), Berger Financial Group, Inc ($1.0M) and Citadel Advisors ($462K). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $614K |
| Exits | 3 | $572K |
All 13F filers, Q1 2025 → Q2 2025: 55,963 shares bought and 11,365 shares sold, net +44,598 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| HighTower Advisors, LLC | 0.01% | Add +58.5% | 105,417 | $5.3M |
| Berger Financial Group, Inc | 0.07% | Add +29.0% | 20,164 | $1.0M |
| Citadel Advisors | 0.00% | New | 9,116 | $462K |
| Clear Point Advisors Inc. | 0.26% | Add +6.9% | 6,042 | $306K |
| Essex Financial Services, Inc. | 0.02% | Reduce -1.0% | 5,903 | $299K |
| Team Financial Group, LLC | 0.07% | New | 3,004 | $152K |
"% 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.