Wisdomtree 1-3 Y Lad TRY FDUSSHETF
13F holders, Q1 2026 (March 31)7holders −1
0new positions
1sold out
1famous investor
$50.53avg. 13F price*
At the end of Q1 2026, 7 institutions reported holding Wisdomtree 1-3 Y Lad TRY FD (USSH) in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 1 sold out. The largest holders were HighTower Advisors, LLC ($13.7M), Berger Financial Group, Inc ($2.7M) and Citadel Advisors ($1.0M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $1.2M |
All 13F filers, Q4 2025 → Q1 2026: 38,568 shares bought and 23,990 shares sold, net +14,578 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| HighTower Advisors, LLC | 0.01% | Add +7.3% | 271,569 | $13.7M |
| Berger Financial Group, Inc | 0.15% | Add +22.0% | 52,730 | $2.7M |
| Citadel Advisors | 0.00% | Add +68.0% | 20,289 | $1.0M |
| Jane Street Group, LLC | 0.00% | Add +32.0% | 9,418 | $476K |
| Team Financial Group, LLC | 0.14% | Add +0.6% | 6,059 | $306K |
| Essex Financial Services, Inc. | 0.02% | No change | 5,903 | $298K |
| LaSalle St. Investment Advisors, LLC | 0.03% | Add +0.6% | 4,457 | $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.