Who owns WisdomTree 1-3 Year Laddered Treasury Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of USSH from SEC Form 13F filings across 9 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 9 institutions disclosed 400,225 shares of WisdomTree 1-3 Year Laddered Treasury Fund worth $20.1M — about 88.8% of shares outstanding; the largest disclosed holder is HighTower Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
9
13F holders
$20.1M
value, 2026 filers
88.8%
of shares outstanding (400,225 sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of USSH's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 278,830 | $14.0M | 0.0% | 61.9% | +2.7% |
| 2 | Berger Financial Group, Inc | 58,198 | $2.9M | 0.1% | 12.9% | +10.4% |
| 3 | Clear Point Advisors Inc.NEW | 26,251 | $1.3M | 1.2% | 5.8% | new |
| 4 | CITADEL ADVISORS LLC | 11,997 | $602,609 | 0.0% | 2.7% | -40.9% |
| 5 | JANE STREET GROUP, LLC | 8,056 | $404,653 | 0.0% | 1.8% | -14.5% |
| 6 | Team Financial Group, LLC | 6,095 | $306,175 | 0.1% | 1.4% | +0.6% |
| 7 | Essex Financial Services, Inc. | 5,903 | $296,508 | 0.0% | 1.3% | 0.0% |
| 8 | LaSalle St. Investment Advisors, LLC | 4,485 | $225,287 | 0.0% | 1% | +0.6% |
| 9 | MCDONALD PARTNERS LLCNEW | 410 | $20,594 | 0.0% | 0.1% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.