Wisdomtree 1-3 Y Lad TRY FDUSSHETF
13F holders, Q4 2025 (December 31)8holders +1
2new positions
1sold out
1famous investor
$50.83avg. 13F price*
At the end of Q4 2025, 8 institutions reported holding Wisdomtree 1-3 Y Lad TRY FD (USSH) in their 13F filings, up 1 from Q3 2025. 2 opened new positions and 1 sold out. The largest holders were HighTower Advisors, LLC ($12.9M), Berger Financial Group, Inc ($2.2M) and Clear Point Advisors Inc. ($1.2M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $839K |
| Exits | 1 | $51 |
All 13F filers, Q3 2025 → Q4 2025: 51,313 shares bought and 1,013 shares sold, net +50,300 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| HighTower Advisors, LLC | 0.01% | Add +6.1% | 253,077 | $12.9M |
| Berger Financial Group, Inc | 0.13% | Add +46.1% | 43,211 | $2.2M |
| Clear Point Advisors Inc. | 0.95% | Add +37.6% | 23,990 | $1.2M |
| Citadel Advisors | 0.00% | New | 12,079 | $614K |
| Jane Street Group, LLC | 0.00% | Reduce -12.4% | 7,133 | $363K |
| Team Financial Group, LLC | 0.14% | Add +0.7% | 6,024 | $306K |
| Essex Financial Services, Inc. | 0.02% | No change | 5,903 | $300K |
| LaSalle St. Investment Advisors, LLC | 0.04% | New | 4,430 | $225K |
"% 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.