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USSH Institutional Ownership

WisdomTree 1-3 Year Laddered Treasury Fund
1W: +0.1% 1M: -0.8% 3M: -1.2% YTD: -1.7% 1Y: -1.6%
$49.70
-0.04 (-0.07%)
 
Weekly Expected Move ±0.3%
$49 $50 $50 $50 $50
ETF NASDAQ · AUM $22.4M

Institutional Ownership — USSH

9
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
20M
Total Invested
2
New Positions
4
Increased
2
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (9 total)

# Holder Shares Value Change Change % Holding Period Filing
1 HighTower Advisors, LLC 278,830 14M +7,261 +2.7% 6Q SEC ↗
2 Berger Financial Group, Inc 58,198 3M +5,468 +10.4% 6Q SEC ↗
3 Clear Point Advisors Inc. NEW 26,251 1M — +0.0% 1Q SEC ↗
4 CITADEL ADVISORS LLC 11,997 596K -8,292 -40.9% 3Q SEC ↗
5 JANE STREET GROUP, LLC 8,056 400K -1,362 -14.5% 4Q SEC ↗
6 Team Financial Group, LLC 6,095 303K +36 +0.6% 5Q SEC ↗
7 Essex Financial Services, Inc. 5,903 293K — +0.0% 8Q SEC ↗
8 LaSalle St. Investment Advisors, LLC 4,485 223K +28 +0.6% 3Q SEC ↗
9 MCDONALD PARTNERS LLC NEW 410 20K — +0.0% 1Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
Clear Point Advisors Inc. 26,251 1M
MCDONALD PARTNERS LLC 410 20K
Sold Out (0)

No sold-out positions this quarter.

Biggest Increases (4)
HolderAddedChange %Total Shares
HighTower Advisors, LLC +7,261 +2.7% 278,830
Berger Financial Group, Inc +5,468 +10.4% 58,198
Team Financial Group, LLC +36 +0.6% 6,095
LaSalle St. Investment Advisors, LL +28 +0.6% 4,485
Biggest Decreases (2)
HolderReducedChange %Total Shares
CITADEL ADVISORS LLC -8,292 -40.9% 11,997
JANE STREET GROUP, LLC -1,362 -14.5% 8,056

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms