Wisdomtree 1-3 Y Lad TRY FDUSSHETF
13F holders, Q3 2025 (September 30)7holders +1
2new positions
1sold out
$51.13avg. 13F price*
At the end of Q3 2025, 7 institutions reported holding Wisdomtree 1-3 Y Lad TRY FD (USSH) in their 13F filings, up 1 from Q2 2025. 2 opened new positions and 1 sold out. The largest holders were HighTower Advisors, LLC ($12.1M), Berger Financial Group, Inc ($1.5M) and Clear Point Advisors Inc. ($992K).
- Company
- Wisdomtree 1-3 Y Lad TRY FD
- CUSIP
- 97717Y394
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $414K |
| Exits | 1 | $462K |
All 13F filers, Q2 2025 → Q3 2025: 165,017 shares bought and 9,116 shares sold, net +155,901 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| HighTower Advisors, LLC | 0.01% | Add +126.3% | 238,507 | $12.1M |
| Berger Financial Group, Inc | 0.09% | Add +46.7% | 29,572 | $1.5M |
| Clear Point Advisors Inc. | 0.77% | Add +188.6% | 17,434 | $992K |
| Jane Street Group, LLC | 0.00% | New | 8,145 | $414K |
| Team Financial Group, LLC | 0.14% | Add +99.2% | 5,985 | $304K |
| Essex Financial Services, Inc. | 0.02% | No change | 5,903 | $300K |
| FMR LLC | 0.00% | New | 1 | $51 |
"% 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.