Vault-13

WISDOMTREE TR USSH

1 3 YR LADDERED · ETP · CUSIP 97717Y394

9 institutional holders +2 vs Q1 2026
400,225400.2k shares reported held*
$20.1mreported value*
2 new 4 added 2 reduced 0 sold out net bought ≈ $1.5m (+29.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $50.23.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0510Q1 24: 3Q2 24: 5Q3 24: 7Q4 24: 7Q1 25: 8Q2 25: 7Q3 25: 7Q4 25: 8Q1 26: 7Q2 26: 99Q1 24Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 20243
Q2 20245
Q3 20247
Q4 20247
Q1 20258
Q2 20257
Q3 20257
Q4 20258
Q1 20267
Q2 20269

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q3 24: 6 bought or addedQ3 24: 1 cut or sold outQ4 24: 3 bought or addedQ4 24: 3 cut or sold outQ4 24Q1 25: 4 bought or addedQ1 25: 4 cut or sold outQ2 25: 5 bought or addedQ2 25: 4 cut or sold outQ2 25Q3 25: 6 bought or addedQ3 25: 1 cut or sold outQ4 25: 6 bought or addedQ4 25: 2 cut or sold outQ4 25Q1 26: 6 bought or addedQ1 26: 1 cut or sold outQ2 26: 6 bought or addedQ2 26: 2 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202461
Q4 202433
Q1 202544
Q2 202554
Q3 202561
Q4 202562
Q1 202661
Q2 202662

Biggest buyers

Clear Point Advisors Inc. New +26,251+26.3k
HighTower Advisors, LLC Added +7,261+7.3k
Berger Financial Group, Inc Added +5,468+5.5k
MCDONALD PARTNERS LLC New +410+410
Team Financial Group, LLC Added +36+36
LaSalle St. Investment Advisors, LLC Added +28+28

Biggest sellers

CITADEL ADVISORS LLC Reduced -8,292-8.3k
JANE STREET GROUP, LLC Reduced -1,362-1.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 278,830278.8k $14.0m $14.0m 0.01% Added +7.3k +7,261
2 Berger Financial Group, Inc 0.15% of their portfolio PLYMOUTH, MN 58,19858.2k $2.9m $2.9m 0.15% Added +5.5k +5,468
3 Clear Point Advisors Inc. 1.17% of their portfolio MELVILLE, NY 26,25126.3k $1.3m $1.3m 1.17% New
4 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 11,99712.0k $602.6k $602.6k 0.00% Reduced -8.3k -8,292
5 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 8,0568.1k $404.7k $404.7k 0.00% Reduced -1.4k -1,362
6 Team Financial Group, LLC 0.13% of their portfolio TEMECULA, CA 6,0956.1k $306.2k $306.2k 0.13% Added +36 +36
7 Essex Financial Services, Inc. 0.01% of their portfolio ESSEX, CT 5,9035.9k $296.5k $296.5k 0.01% Unchanged
8 LaSalle St. Investment Advisors, LLC 0.03% of their portfolio ELMHURST, IL 4,4854.5k $225.3k $225.3k 0.03% Added +28 +28
9 MCDONALD PARTNERS LLC 0.01% of their portfolio CLEVELAND, OH 410410 $20.6k $20.6k 0.01% New