USSH WISDOMTREE TR
Follow1 3 YR LADDERED (fund)
7 managers (7 13F filers) reported a position in USSH shares at 2025-06-30, 149,646 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 2
- Added
- 3
- Reduced
- 1
- Sold out
- 3
- Shares held by filers
- 149,646
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2025
Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 105,417 | $5.34M | 0.01% | +38,925 | 13F-HRTimeline |
| Berger Financial Group, Inc | 20,164 | $1.02M | 0.07% | +4,528 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 9,116 | $462K | <0.01% | new | 13F-HRTimelineGroup |
| Clear Point Advisors Inc. | 6,042 | $306K | 0.26% | +390 | 13F-HRTimeline |
| Essex Financial Services, Inc.in group Essex Financial Services, Inc. | 5,903 | $299K | 0.02% | -60 | 13F-HRTimelineGroup |
| Team Financial Group, LLC | 3,004 | $152K | 0.07% | new | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |